Accounting and professional services
Tax season should not include a ransomware note.
Accountants, appraisers, advisors, and agencies hold other people's money and secrets. We lock it down, back it up, and keep your team working from anywhere.
- Secure client portals
- Microsoft 365 set up properly
- Automation for the repetitive work
Or call 850-400-2828
Tell us about your firm
Two minutes. A person reads it, usually the same business day.
In plain English
What we see in accounting and professional firms.
Deadlines, client data, and a lot of email.
Common problems
Client documents arriving by plain email, one shared password on the tax software, a backup that has never been restored, and a Friday afternoon lost to copying numbers between systems.
What we do about it
A secure portal for client files, multi-factor sign-in everywhere, encrypted email, daily tested backups, managed laptops for remote work, and automation for the reports and invoices that eat your admin time.
What it costs to ignore
A breach in March means telling every client during filing season. The IRS expects paid tax preparers to keep a written information security plan, and an insurer will ask for it after a claim.
What we handle
What we handle for a firm.
Use the service pages below when you want more detail.
Cybersecurity and compliance
Phishing protection, encryption, multi-factor sign-in, and the written security plan tax preparers are expected to keep.
Read the detailsCloud and Microsoft 365
Email, shared files, client portals, and remote access set up properly, with retention rules that match your policy.
Read the detailsBusiness automation
Invoices, reminders, reports, and data moving between systems on their own, built around how your office actually works.
Read the detailsBackups and disaster recovery
Every client file and mailbox backed up daily and restore-tested, kept for as long as your retention policy says.
Read the details
Who we work with
Firms we work with.
Real clients on this coast. Click through to see their sites.
How it works
From first call to a firm that runs quietly.
- 01
Free assessment
We look at how client files arrive and where they live, how email and sign-ins are protected, whether the backups restore, and where the admin hours go. You get a written plan in plain English.
- 02
Lock it down, then automate
Portal, encryption, multi-factor sign-in, and tested backups come first. Then we build automation for the invoices, reports, and reminders that eat the week.
- 03
Managed, month after month
Monitoring, patching, and backups run quietly. Your staff has one number to call. Before each filing season we review the security plan with you.
For the technical reader
For the partner who signs the engagement letters.
Open any question for the technical detail.
What is the written information security plan?
A document that lists the client data you hold, the systems it lives on, the safeguards in place, and who is responsible. The IRS asks paid tax preparers to keep one, and it follows the FTC Safeguards Rule. We write it with you and update it every year.
How do clients send us documents securely?
A client portal with its own sign-in, tied to your email and file system, so nothing sensitive travels as an attachment. Clients get a link, not a password to remember.
Can staff work from home during the season?
Yes. Managed laptops with encryption and multi-factor sign-in, a secure connection to the office systems, and a phone system that rings wherever they are.
What can you automate?
Recurring invoices, payment reminders, monthly reports, data moving between your practice software and accounting, and client onboarding paperwork. We watch how the office works first and build around it.
How are backups and retention handled?
Daily backups of files and Microsoft 365 kept in more than one place, tested by restoring them, with retention set to your policy and any regulatory period you are under.
What we got instead was someone who sat down, watched how we actually work, and built automation around it. Invoices that used to take my office manager two hours every Friday now finish themselves before she gets her coffee.
Questions
Questions accountants, advisors, and agencies ask us.
Do you know our tax or accounting software?
We handle the computers, network, backups, and security around it and coordinate with the vendor when the application itself misbehaves.
Can you help with the security questionnaire our insurer sent?
Yes. Most questions are about controls we put in place, and we fill in the technical answers with you.
How fast do you respond?
If the whole office is down, a person is on it within 30 minutes during business hours. If one team or a key system is down, within 2 hours. If one person cannot work, or you have a request, someone is on it the same business day. Questions and projects get an answer the next business day.
What size of firm do you work with?
Established firms with partners and support staff, including firms across more than one office.
Other industries we serve
Get IT help
Tell us about your firm.
How many people, which systems, and who manages IT today. We take it from there.
- We reply, usually the same business day.
- You get a written plan before anyone talks about a contract.
- If it is urgent, call instead.
Want the security plan written before the season?
Book a free assessment. We look at the whole firm and hand you a written plan.