We keep accounting firms compliant, secure, and ready for busy season.
You hold the financial keys to every client you serve — which makes your firm a target and your uptime non-negotiable. We protect that data and keep your team productive when it counts most.
The exposures that turn a trusted advisor into a breach headline.
SSNs, returns, and financials — a breach is a legal, regulatory, and reputational hit at once.
Spoofed client emails redirect payments — and finance teams are the prime target.
A system failure in March or April doesn't just cost hours — it costs deadlines.
IRS and FTC rules require a written security plan — and proof you follow it.
The security and reliability a firm holding client financials needs.
MFA, encryption, and tight access controls keep returns and records out of the wrong hands.
Advanced email security and staff training stop the spoofed-invoice scams aimed at your team.
Proactive monitoring and tested backups keep you working through the season you can't afford to lose.
Your firm runs on software that holds the most sensitive financial data your clients have. We know every layer of the accounting stack — and lock down all of it.
Drake, ProConnect, UltraTax, Lacerte — whatever platform your team lives in during busy season, we keep it up, secured, and backed up when deadlines can't move.
Portals like ShareFile and Citrix handle SSNs, returns, and financial statements daily. An unsecured portal is an open door to client data — and a liability waiting to happen.
QuickBooks, Xero, CCH Axcess, Thomson Reuters — the platforms that run your billing, WIP, and client records need monitored, patched, and protected year-round.
Wire fraud and invoice spoofing start in the inbox. Finance professionals are prime targets — we stop impersonation and phishing before it costs a client their wire transfer.
Staff working from home during tax season need secure, reliable access. Unsecured remote connections are how attackers get in — we close that door.
Client records, prior-year returns, and audit files have retention requirements. We make sure your backups are tested, recoverable, and meet the rules you're held to.
Wire fraud, tax identity theft, and ransomware all target accounting firms specifically because the data they hold is immediately monetizable. And the IRS expects you to protect it.
Not just IT support. A full security and compliance layer built around the data you're trusted to protect and the deadlines you can't miss.
Workflow automation, document processing, client communication tools, and AI strategy sessions — available as a standalone add-on for firms ready to reclaim billable hours.
Eight questions. Instant score. Find out exactly where your firm is exposed — before a breach, a wire fraud attempt, or an IRS audit puts your clients at risk.
Strong foundation. Want a pro to verify?
Gaps exist — time for a strategy check.
Danger — your clients' data is at risk.
No signup needed. Takes 2 minutes.
We'll review your firm's security and compliance posture, find the gaps, and give you a clear plan. No pressure — just straight talk about where you stand.
Olympia 360-208-1082 · Spokane Valley 509-260-7242
