CPAs & Accounting

is your firm audit-ready and secure?

Take the 2-minute IT readiness check and find out exactly where you stand.

Eight questions. Instant score. Know where your firm is exposed before a breach, a wire fraud attempt, or an IRS audit costs you clients.

Take the free check Get your results
RAISING THE BAR ON MANAGED IT
90%+ Of accounting firm breaches start with a phishing email — finance is one of the most-targeted industries.
$130K+ Average loss per wire fraud incident targeting CPA firms — redirected client transfers and payroll.
WISP The IRS requires every tax preparer to have a Written Information Security Plan. Most firms can't prove they follow one.
Free resource

Firm IT Readiness Check

Check off every item that's in place for your firm right now. Your score updates live.

0 of 8 checked 0%
Your firm is one click away from a client data breach. Let's fix that.
  • Advanced email security protecting against wire fraud and phishing Critical
  • Every client portal and system login protected with multi-factor authentication Critical
  • IRS Written Information Security Plan (WISP) — written, current, and provable Critical
  • Staff trained to recognize spoofed vendor and client emails before they act Critical
  • Tested backups of all client records, tax files, and practice management data High
  • Secure remote access for staff working from home or on the road High
  • 24/7 monitoring on tax software, portals, and client-facing systems High
  • Regular vulnerability assessments and security gap reviews across the firm High

No signup needed. Takes 2 minutes.

Your firm score
0 / 8

Check off each item that's in place — your score updates as you go.

7–8 ✔

Strong foundation. Want a pro to verify?

4–6 ✔

Gaps exist — time for a strategy check.

0–3 ✔

Danger — your clients' data is at risk.

Free strategy session

Ready to know exactly where your firm stands?

Fill out the form and we'll review your results, walk through the gaps, and give you a clear action plan — no pressure, no sales pitch.

  • We'll identify every security and compliance gap in your current setup
  • You'll get a clear, prioritized action plan
  • Techs who understand accounting software and IRS requirements
  • No commitment required. Just straight talk.
✓

Got it — we'll be in touch.

A truit advisor will review your results and reach out to schedule a free strategy session.

Why CPA firms choose truit

Not a generic help desk. A local IT partner that understands accounting software, IRS compliance requirements, and what's at stake when client data is involved.

Compliance we understand

IRS WISP, FTC Safeguards, client data obligations — we know the rules your firm is held to and build your security around them.

Uptime when it counts most

Busy season is the worst possible time for a system to go down. We plan for it year-round so March and April stay productive.

One partner, no handoffs

Managed IT, cybersecurity, compliance support, and backup — all under one roof. One call fixes it, one invoice covers it.