Tax & accounting platforms
Document system ownership and dependencies across tax preparation, accounting, payroll, document management, and practice workflows.
CPA & tax firms
Protect client information. Be ready for the busy season.
Support tax, accounting, document, and client-service workflows with managed technology, disciplined access, and a security standard that stays current throughout the year.
Built around your operation
A reliable foundation for high-trust work.
Your business systems, security, connectivity, and support belong in the same conversation.
Client portals & exchange
Use approved methods to collect, store, and share returns, source documents, financial information, and other sensitive client data.
Seasonal staff & access
Manage laptops, remote access, identities, and permissions as staffing changes. Make onboarding and offboarding deliberate.
Email & identity protection
Strengthen MFA, administrative access, email protection, and staff awareness around impersonation and fraudulent payment requests.
Peak-season resilience
Review critical dependencies, escalation paths, backups, recovery tests, and continuity procedures before the busiest period.
Evidence throughout the year
Keep inventories, vendor reviews, access records, security testing, exceptions, and remediation work connected to the firm’s security plan.
A practical transition
From assessment to a stronger standard.
The pace and scope follow your environment. The responsibilities stay clear.
01Understand the operation
Map users, locations, business systems, data, vendors, and dependencies. Identify the failures that would matter most to the business.
02Stabilize the essentials
Prioritize access, endpoint security, patching, backup, and urgent risks. Agree on ownership, communication, and the transition plan.
03Establish the standard
Document a practical baseline for identities, devices, networks, vendors, recovery, and support. Keep exceptions visible and owned.
04Improve with the business
Review recurring issues, security evidence, lifecycle needs, and growth plans. Maintain a roadmap with priorities and responsible owners.
Scope comes first
Requirements connected
to the real work.
Connect the firm’s Written Information Security Plan and applicable Safeguards Rule obligations to technical controls, assigned responsibilities, testing, vendor oversight, and evidence.
Explore complianceQuestions worth asking
Start with what
the business depends on.
Is the security plan reflected in day-to-day work?
Connect its responsibilities to the systems, technical safeguards, review dates, and evidence that show what has actually been done.
What changes when seasonal staff leave?
Review accounts, device ownership, remote access, client-file permissions, and vendor-managed applications as part of the offboarding process.
Are cloud and AI tools approved for client data?
Maintain an evaluated tool list, clear data boundaries, vendor expectations, and professional review of outputs.
A conversation about your business
Where do you need
a stronger foundation?
Tell us about your locations, your systems, and the changes ahead.