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

Start your Firm IT Readiness Check

Just your name and email to get started — takes 2 minutes.

We'll only use this to send your results. No spam, ever.

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

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.

Schedule a strategy session Email me my full results

Prefer email first?

Get your full results by email

Not ready to book yet? Fill out the form and we'll send over your full results and 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 — pick a time that works.

Grab a spot on our calendar now, or we'll follow up to schedule your 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.