FTC Safeguards Rule compliance, zero-downtime IT through tax season, and cybersecurity built around the sensitivity of your clients' financial data.
Talk to Travis →Financial data is among the most valuable targets for cybercriminals — and regulators are increasingly holding firms accountable for protecting it.
Many tax preparers and financial advisors are now required to have a written information security plan. Most don't. The FTC is enforcing — and penalties are significant.
February through April is when your firm is most vulnerable and least able to deal with tech problems. A single server failure during tax season can derail weeks of work.
Financial data breaches expose your clients' SSNs, bank accounts, and tax returns — creating liability, reputational damage, and potential regulatory action against your firm.
Accounting firms are specifically targeted by spear-phishing attacks designed to steal client financial data or redirect tax refunds. Password management and MFA are essential.
Written information security plan (WISP) support, risk assessment, and technical controls to meet FTC Safeguards Rule requirements for your firm.
Learn More →Encrypted, tested backups with a recovery plan designed to get you back online fast — especially critical during the February–April filing season.
Learn More →Managed password vault and multi-factor authentication for your whole team — closing the credential gaps that phishing attacks exploit.
Learn More →Remote and on-site support with fast response SLAs — especially during tax season when every hour of downtime has a direct cost.
Learn More →M365 deployed and secured with proper conditional access and MFA — giving your team cloud tools without creating new attack surfaces.
Learn More →Around-the-clock monitoring of your systems with alerts and fast response — so problems get caught before they become emergencies during peak season.
Learn More →Every firm is different. Let's talk about your environment, your risk exposure, and what it takes to protect your clients' data.
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