Make your security plan match
your actual controls.
Every paid tax preparer must maintain a written information security plan. Most small firms have a template. Before tax season, let's make sure the plan, the email security, the access controls, and the backups actually line up — and are documented.
“A written security plan that doesn't match what's running in the office protects no one. The check takes 30 minutes and you keep the findings either way.”
8+
Years IT experience
30 min
Free security check
<15min
Response target
6
Evidence questions, written findings
Your industry is
different.
Generic IT providers treat every business the same. We don't. We know the tools, the regulations, and the daily challenges specific to your industry.
Tax season IT failures
Your systems can't afford downtime from January through April. Server crashes, slow networks, and software issues during peak season cost you clients and revenue you can't recover.
Sensitive client data exposure
You handle Social Security numbers, bank accounts, and financial records for hundreds of clients. A single breach triggers notification requirements, lawsuits, and loss of client trust.
Multi-location access headaches
Partners working from home, staff at satellite offices, remote preparers — everyone needs fast, secure access to the same client files and applications without VPN nightmares.
Scaling staff without scaling IT costs
Seasonal hires need full system access on day one and secure offboarding when they leave. Adding users shouldn't require new servers or expensive license overhauls.
IT services built for
your business.
Managed IT
Proactive monitoring and maintenance that prevents tax-season disasters. We catch problems before they impact your deadlines.
Learn moreCybersecurity
IRS-compliant security controls. Endpoint protection, email filtering, MFA, and phishing training to protect your client data.
Learn moreCloud Solutions
Microsoft 365 and cloud hosting for your tax software. Scale users up for tax season, scale down after — pay only for what you use.
Learn more24/7 Help Desk
Extended hours during tax season. Live support from techs who know QuickBooks, Sage, Lacerte, and the rest of your stack.
Learn moreBackup & DR
Your client files are backed up continuously with tested recovery plans. Immutable backup copies and restore tests of the kind cyber insurers ask about.
Learn moreIRS compliance, handled.
The IRS requires tax professionals to implement specific data security measures. We build and maintain the technical controls that keep you compliant — and we document everything for auditors.
We know your software
Questions from
cpas & accounting.
Six evidence questions: your written security plan (version, owner, last review), MFA on email and tax software, where client data actually lives, the latest backup result and the last dated restore test, whether former and seasonal staff still have access, and how remote access works and who administers it. Each is recorded as observed, reported, or unknown. You get three prioritized actions in writing. No passwords collected, nothing changed, no obligation.
Yes. Eight-plus years supporting accounting and tax applications in small firms. We handle installation, updates, integration with Microsoft 365, and troubleshooting, and we coordinate with the vendor when the problem is on their side.
We set up cloud-based infrastructure that scales with your team. Adding seasonal users takes minutes, not days. When tax season ends, we scale back down so you're not paying for unused licenses.
Yes. The first paid engagement is usually a fixed-price sprint: a plan written for your firm, the technical controls it names actually implemented, one demonstrated restore, staff handover, and an evidence register. Gaps that remain are documented, not papered over.
Monitoring and patching are there to prevent it. If something fails anyway, critical issues get a direct response from Alex with a target of under 15 minutes during business hours, and tested backups are what make recovery a known quantity rather than a hope.
Absolutely. We set up secure cloud access to your applications and files from any location. MFA, encrypted connections, and mobile device management keep everything secure.
Predictable monthly per-user pricing. No surprise invoices, no hourly billing. Tax season support is included — we don't charge extra when you need us most.
Ready to upgrade your IT?
Free assessment tailored to your industry. No commitment, no pressure — just a clear picture of where you stand.