Financial & accounting · Tampa Bay
IT and security for firms that hold their clients' money and numbers
CPA and tax practices, bookkeeping firms, wealth managers and other financial services firms. We keep your systems up through busy season, client data inside your systems, and the FTC Safeguards Rule evidence ready before anyone asks for it.
We support Tampa Bay accounting and financial firms, so we know what the first two weeks of April look like when a workstation dies or a mailbox gets locked.
What we hear from accounting and financial firms
The FTC Safeguards Rule, on paper only
Tax preparers, accountants and many financial firms must keep a written information security program with named safeguards. Most firms have an old plan, a borrowed template, or nothing that matches what's actually in place.
Client documents in email and free AI tools
Returns, statements and bank letters travel by plain email, and someone pastes a client's numbers into a free AI chat to save an hour. Your clients never agreed to either.
Busy season with no slack
From January to April, and again before extension deadlines, every lost hour is billable time you can't get back and a client who wonders why their return is late.
Wire fraud and lookalike email
A spoofed partner, a changed bank account on an invoice, a fake client asking for a payoff figure. Financial firms are the target, and one wrong click moves real money.
Vendors with the keys
Your tax software, payroll provider, portal and bank feeds all hold credentials. Nobody knows who has access to what, or who still has it after leaving.
What we do
Managed IT and security first, from a local team that has kept Tampa Bay businesses running since 2005.
A help desk that knows your calendar
One number for partners and staff, answered by a Tampa Bay team that staffs up for your deadlines rather than discovering them.
Safeguards Rule evidence, kept current
Multi-factor sign-in, encryption, access reviews, monitoring and staff training, put in place and documented so your written information security program describes what you really run.
Client documents on a secure path
A client portal and encrypted email for anything with an account number on it, with file storage set up so documents stay in your systems and access matches who works on each client.
Payment and wire protections
Email filtering tuned for impersonation, lookalike-domain alerts, and a verification step before any bank-detail change or wire leaves the firm.
Backups tested before you need them
Email, files, and the tax and accounting applications you run on, backed up and test-restored on a schedule, with a plan for carrying on from another office or from home.
AI, used safely
AI can take real hours out of document intake, client communication and first-pass reconciliation, as long as client information goes only into tools on firm accounts that don't train on your data. We set those tools up, write down what may and may not go into them, and make sure the Safeguards Rule plan covers them.
Start here
FTC Safeguards Readiness Assessment
We check your firm against each safeguard the FTC Safeguards Rule names, then give you the evidence for what's in place and a plan, in order, for what isn't.
What you get
- A safeguard-by-safeguard evidence pack, ready for your written information security program
- A findings report in plain business language
- A remediation roadmap, in order of what matters most
From $2,500 fixed
Done in 10 business days for most offices.
Credited in full toward a 12-month managed IT agreement signed within 60 days.
Talk to us about itNot sure yet? Start with the Free IT Health Check. It costs nothing.
Free download
Firm Owner's Guide to AI
What AI can do in an accounting or financial firm like yours, how it fits with the FTC Safeguards Rule, and five questions to ask before you buy any AI tool.
Questions we get
Do you replace our tax, accounting or portfolio software?
No. We keep the computers, accounts, network and security around it running and protected. Your software vendor still supports the software itself.
Does the FTC Safeguards Rule apply to our firm?
It applies to many tax preparers, accountants, bookkeepers and financial firms. Your attorney or compliance advisor can confirm it for your firm. If it applies, we put the technical safeguards in place and give you the documentation for your written information security program.
Can you work around busy season?
Yes. Changes and upgrades happen outside your deadline windows, and during them the help desk is staffed for your firm's volume.
Can our people work from home safely?
Yes. We set up laptops, sign-in and file access so working from home or a client site is as protected as working in the office.
How big does our firm need to be?
We usually work with firms where 15 or more people use a computer or phone for work. Smaller than that? Talk to us anyway, and we'll tell you honestly whether we're the right fit.
See where you stand, at no cost
The Free IT Health Check reviews your computers, security and backups. Takes a minute to request.
This page describes IT best practices. It is not legal or regulatory advice.