Security for Accounting Firms
Comprehensive protection tailored to the unique needs of financial professionals
IRS Publication 4557 Compliance
Meet all IRS requirements for protecting taxpayer data with our comprehensive compliance program.
Learn MoreClient Data Encryption
Bank-level encryption for tax returns, financial statements, and all sensitive client documents at rest and in transit.
Learn MorePhishing Protection
Advanced email security and staff training to prevent the tax-season phishing attacks that target accounting firms.
Learn MoreSecurity Awareness Training
Ongoing training programs for your staff including simulated phishing tests and best practices workshops.
Learn More24/7 Threat Monitoring
Real-time monitoring of your systems to detect and stop threats before they impact your clients.
Learn MoreVulnerability Assessment
Regular penetration testing and security scans to identify and fix weaknesses in your defenses.
Learn MoreMulti-Factor Authentication
Implement strong access controls to ensure only authorized staff can access client information.
Learn MoreSecure Network Design
Properly segmented networks and secure remote access for staff working from home or client sites.
Learn MoreCompliance Standards We Support
We help you achieve and maintain compliance with all relevant regulations
SOC 2 Type II
Service organization controls for financial data
IRS Pub 4557
Safeguarding taxpayer data
WISP Compliant
Written information security program
GLBA
Gramm-Leach-Bliley Act compliance
State Requirements
All 50 state data protection laws
AICPA Standards
Professional accounting standards
Free IRS Compliance Assessment
Find out if your firm meets IRS Publication 4557 requirements. Our security experts will evaluate your current protections and provide actionable recommendations.
- IRS Publication 4557 gap analysis
- WISP review and recommendations
- Staff security awareness assessment
- Prioritized remediation roadmap
Compliance You Can Count On
Protecting professional and financial firms nationwide