IRS Publication 4557 & WISP requirements
The IRS requires a written Information Security Plan for all paid preparers. We help draft and implement it — not the generic template, the real controls that map to your environment.
Industries
Accounting & bookkeeping firms
Accounting firms hold concentrated financial data for hundreds of clients. Tax season turns the firm into a 70-hour-a-week operation with zero tolerance for downtime. We support firms that need IT to work harder during peak — and need the data to be protected the rest of the year.
What's different about this industry
The actual issues. Not the generic ones.
Tax-season uptime
Mid-March is the worst time to discover your server is failing. We treat the run-up to filing deadlines as code-freeze season: stable, monitored, fast on tickets, no risky changes.
Client data protection
Tax returns, financials, SSNs, bank account info — all sitting in your file shares. We deploy encryption, access controls, audit logging, and DLP so a single compromised account doesn't turn into a notification event.
Software stack: QuickBooks, Lacerte, UltraTax, Drake, more
Tax and accounting software is finicky about Windows updates, .NET versions, and SQL configurations. We test patches before rolling them, maintain staging environments where it matters, and coordinate with vendors when something breaks.
Services that fit
What we usually deploy here.
Managed cybersecurity
EDR, MDR, phishing-resistant MFA, dark-web monitoring, and quarterly security awareness training. Threats stopped before they reach your people.
Managed IT & helpdesk
Patching, monitoring, asset management, and on-demand support for your laptops, servers, networks, and the people who use them.
Backup & disaster recovery
Immutable backups, tested restores, and disaster recovery plans you can actually execute.
Cloud & Microsoft 365
M365 administration, Azure, SharePoint, Intune. Migration, hardening, and day-to-day operations.
Run a business in this space? Let's compare notes.
Free 30-minute call. We'll talk through what you're running today and tell you where we'd start.