IT support for financial and accounting firms
Accounting, tax, bookkeeping, and financial advisory firms handle sensitive client financial data and face busy seasons where downtime is especially costly.
Common challenges
Sensitive client data
Tax returns, statements, and identity documents make firms an attractive target.
Busy-season pressure
A slow computer or outage during tax season costs far more than it would the rest of the year.
Secure file exchange
Clients still email documents that should be shared through secure portals.
Regulatory expectations
Many firms are subject to requirements such as the FTC Safeguards Rule for protecting customer information.
Technology priorities for financial and accounting firms
Secure email
Filtering, impersonation protection, SPF, DKIM, and DMARC, and encrypted email for sensitive documents.
Identity management
Multi-factor authentication everywhere, Conditional Access where licensed, and separate administrator accounts.
Endpoint security
Endpoint detection and response, encryption, and patching on every computer handling client data.
Data protection
Client files stored in managed, access-controlled locations rather than on local drives.
Access controls
Access reviews and least-privilege permissions for client records and financial systems.
Business continuity
Tested backups and a recovery plan that hold up during tax season, when downtime is most costly.
Operational improvements
Ready for busy season
Systems reviewed and updated before your heaviest months.
Secure client document exchange
Sharing links and portals instead of email attachments.
Clear access control
Client records visible only to the staff who need them.
Services these organizations rely on
- Cybersecurity & Security AssessmentsSecurity assessments, layered protections, and the documentation insurers and clients ask for.
- Microsoft 365 Management & MigrationsAdministration, security, licensing, and migrations for Microsoft 365, done properly.
- Backup & Disaster RecoveryTested backups and a clear recovery plan for when something goes wrong.
- Managed IT & SupportHelp desk support, maintenance, and monitoring for your users, devices, and systems.
Other industries
Talk to us about your IT.
Start with a free, no-obligation consultation. We'll look at how your business uses technology today and recommend practical next steps.