Industries
IT Services for Financial Firms & Accountants
Security and continuity for firms holding other people's financial data.
If your firm handles customer financial information, the FTC Safeguards Rule almost certainly applies — and it asks for specifics: a written information security program, a designated qualified individual, periodic risk assessments, multi-factor authentication, encryption of customer data, and an incident response plan.
We help firms build that program and the technical controls under it, then keep the documentation current so the next assessment isn’t a scramble.
Alongside compliance, we handle the practical side: tax and accounting application support, secure client file exchange, email security tuned against the credential phishing that targets this sector, and capacity planning that assumes your March and April look nothing like your July.
What we see most often
The FTC Safeguards Rule applies to you
Accountants, tax preparers, financial advisors, and auto dealers are all covered. It requires a written information security program, a qualified individual, risk assessments, MFA, and encryption.
Busy season has no slack
An outage in early April costs far more than the same outage in August. We plan capacity and redundancy around your actual calendar.
Client data is the target
Tax and financial records are exactly what credential-harvesting campaigns are after. Email security and staff training matter more here than almost anywhere.
Retention and disposal
Records have mandated retention periods and mandated destruction. We build both into how storage and backup are configured.
Services that matter most here
Security & Compliance
Compliance
Practical support for HIPAA, PCI, CMMC, SOC 2, and the regulations your industry answers to.
Learn moreSecurity & Compliance
Cybersecurity
Layered defense, continuous monitoring, and a real plan for when something gets through.
Learn moreSecurity & Compliance
Backup & DR
Tested backups and a recovery plan that gets you running again in hours, not weeks.
Learn moreManaged IT & Support
Managed IT
Complete IT support and management, so your team can stop troubleshooting and get back to work.
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vCIO & Advisory
Executive-level IT leadership and planning, without a full-time executive salary.
Learn moreNot sure where your gaps are?
Book a free, no-obligation assessment. We look at your network, security posture, and backups, then tell you plainly what we found — whether or not you hire us.