Industries · CPA Firms

IT support for CPA firms - IRS WISP-compliant out of the box.

Q: Do we already have to be IRS WISP-compliant?

Yes. Under IRS Publication 4557 and the FTC Safeguards Rule, every paid tax preparer must have a written information security plan in place. The IRS now asks about it on PTIN renewal. We have built dozens; we know what passes review.

Q: Can you work with our existing CAS / outsourced bookkeeping team?

Yes. Most firms have an offshore bookkeeping team in India or the Philippines - we layer security on top so those engagements are auditable and compliant. We are vendor-neutral and have no conflict.

Q: What about state-specific rules (NY DFS, Massachusetts 201 CMR 17, California CCPA / CPRA)?

Built into the WISP. We tailor the plan to your client geography so you do not get caught between conflicting state rules. Annual review covers any new state laws.

Q: What happens during tax season if there is an outage?

Pre-tested failover paths. Pager rota with a CPA-firm specialist on duty Jan 15 - Apr 30. Recent firm we onboarded: zero hours of unplanned downtime in 2025 tax season across 400 returns / day.

Managed IT, cybersecurity, and secure client file sharing for CPA firms. IRS Publication 4557 + WISP compliance. Tax-season uptime engineered for the busiest 90 days of the year.

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IT support for CPA firms - IRS WISP-compliant out of the box.

What CPA firms ask us for

What our IT support for CPA firms covers.

IRS WISP compliance

Written Information Security Plan per IRS Pub 4557. We build it, you sign it, IRS accepts it.

Secure client portals

Encrypted file sharing - no more emailing 1099s. SOC 2-aligned audit trail.

Tax-season uptime

Engineered for Jan-Apr load: pre-tested failover, on-call rota, 24×7 monitoring during the season.

Email + endpoint security

M365 + Google Workspace hardening. Phishing simulations. Endpoint EDR.

Beyond the basics

Why CPA firms hire us as their IT support partner of record.

We handle the year-round substrate so partners can bill instead of firefighting tech tickets.

Engagement-document encryption

Workpapers, 1040s, K-1s, audit files - encrypted at rest in M365 / Google Workspace. Retention policies aligned with AICPA record-retention guidance and your state board rules.

Multi-factor everywhere

MFA enforced on every employee account, every admin console, every third-party app (CCH Axcess, ProSystem fx, UltraTax, QuickBooks Online). Hardware tokens for partner accounts. Backup codes vaulted in 1Password Business.

Phishing-resistant culture

Quarterly phishing simulations tuned to CPA-specific scams: fake IRS notices, fake bank wire requests, fake client document-sharing emails. Click rates published per-team so it stays visible.

Practice management integration

Single sign-on between Karbon / Canopy / Mango Practice and Microsoft 365. We wire the SCIM provisioning so terminated staff lose access in minutes, not days.

Backup + disaster recovery

Immutable cloud backups of M365 (Datto / Backupify) - IRS Pub 4557 requires this and most CPA firms do not have it. Tested restore drill every quarter; report goes to your managing partner.

Vendor + sub-processor inventory

A living list of every SaaS that touches client PII. We update it as you add tools, so when a vendor breach hits the news (it will), we already know your blast radius.

What CPA firms see in year one

6 weeks

Typical onboarding to fully WISP-compliant

99.9%

Uptime during tax season

< 2 hr

Average tax-season ticket SLA

CPA firm IT FAQ

Do we already have to be IRS WISP-compliant?

Yes. Under IRS Publication 4557 and the FTC Safeguards Rule, every paid tax preparer must have a written information security plan in place. The IRS now asks about it on PTIN renewal. We have built dozens; we know what passes review.

Can you work with our existing CAS / outsourced bookkeeping team?

Yes. Most firms have an offshore bookkeeping team in India or the Philippines - we layer security on top so those engagements are auditable and compliant. We are vendor-neutral and have no conflict.

What about state-specific rules (NY DFS, Massachusetts 201 CMR 17, California CCPA / CPRA)?

Built into the WISP. We tailor the plan to your client geography so you do not get caught between conflicting state rules. Annual review covers any new state laws.

What happens during tax season if there is an outage?

Pre-tested failover paths. Pager rota with a CPA-firm specialist on duty Jan 15 - Apr 30. Recent firm we onboarded: zero hours of unplanned downtime in 2025 tax season across 400 returns / day.

Ready to pass IRS-mandated security review?

Scoping call. Fixed-price proposal. Tax-season-ready in 6 weeks.

Schedule a call →