Industries · Accounting & CPA firms
IT support for accounting firms, ready for tax season
Tax preparers holding client data are expected to keep a written information security plan, use MFA and protect client records. We put those controls in place, keep your team working through busy season, and document it all.
What we hear
The problems we see most often
Busy-season breakdowns
A slow laptop or locked account in March costs billable hours.
The written security plan
The IRS expects tax professionals to keep a WISP, and many firms don't have one up to date.
Client files by email
Tax documents attached to ordinary email, with no encryption.
Phishing aimed at preparers
Fake client emails and fake IRS notices built to steal credentials.
What we set up
On top of the Baseline every client gets
- MFA everywhere. On email, tax software where supported, and remote access.
- Secure file exchange. A client portal or encrypted sharing instead of email attachments.
- WISP support. The technical sections of your written information security plan, filled in and kept current.
- Encrypted, managed devices. Laptops and workstations encrypted, patched and remotely wipeable.
- Tested backups. Client data and Microsoft 365 backed up, restores tested every quarter.
Recommended plan
Most accounting firms clients choose Secure
Client financial data needs managed EDR, email security and backup, which start on Secure.
Secure
Recommended$129per user / month
- Everything in Essential
- 4-business-hour response target
- Managed EDR + email security
- M365 backup + staff training
Related services
Where most of the work happens
FAQ
What clients in your industry ask
- Can you help with our WISP?
- Yes. We document the technical safeguards in your written information security plan and keep them current as things change.
- Do you support tax and accounting software?
- We support the computers, network and accounts it runs on and coordinate with the vendor for the application itself.
- What about busy season?
- We plan updates and changes around your deadlines, and remote support is unlimited, so nobody waits to ask for help.
- How much does accounting firm IT support cost?
- From $79 per user per month with a $395 monthly minimum. Most firms choose Secure at $129 per user.
Find out where your IT stands
A free 30-minute review of your IT environment, security posture, email and backups, with a concise written assessment and prioritized recommendations.
No pressure. If your setup is fine, we'll tell you.