IRS Publication 4557 & WISP
Preparers are required to maintain a Written Information Security Plan. Most firms still don't have one that would actually survive an audit.
Industries
Accounting IT
Managed IT for CPA firms, tax preparers, and accounting practices — hardened for client-data protection and ready for the peak of busy season.
Built Around How Your Accounting IT Team Actually Works
Modern accounting firms run on trusted data, tight deadlines, and unforgiving compliance windows. We help firms modernize their stack with secure client portals, hardened workstations, cloud-based tax and audit platforms, and controls that stand up to peer review. Whether you're consolidating offices, adopting AI-assisted analytics, or preparing for the next busy season, we make sure your technology is as accurate and dependable as the numbers you deliver.
Business Outcomes
- Busy season without surprisesSystems, tax tools, and portals are monitored and patched so April doesn't become a fire drill.
- Client data protectedEncryption, MFA, and least-privilege access keep sensitive returns and financials out of the wrong hands.
- Compliance-readyWISPs, controls, and evidence are documented — peer review and insurance renewals go smoothly.
Challenges We Help You Solve
Client data theft
SSNs, W-2s, and full tax returns are gold to attackers. Compromised email accounts have quietly filed thousands of fraudulent returns.
Busy-season downtime
A slow workstation in April isn't an inconvenience — it's revenue and client trust walking out the door.
Legacy on-prem apps
Older tax and audit tools weren't built for the cloud, and lift-and-shift moves often break workflows and licensing.
Remote & hybrid staff
Preparers work from home, satellite offices, and clients' sites — access has to be secure without slowing anyone down.
M&A and firm growth
Every acquisition brings a new stack, a new domain, and a new set of risks that need to be consolidated cleanly.
What's Included
A focused set of services tuned to the workflows, tools, and compliance realities of your industry.
- Written Information Security Plans (WISP) aligned to IRS Pub 4557
- Secure client portals and encrypted file exchange
- Support for CCH, Thomson Reuters, Intuit, Drake, and Wolters Kluwer stacks
- Cloud migration for tax, audit, and workflow platforms
- Endpoint detection, MFA, and email security
- Backup and immutable copies of client files
- Hardened remote access for hybrid staff
- 24/7 monitoring during peak season
- M&A IT integration and consolidation
- Security awareness training for busy-season temps
Compliance & Risk
IRS, FTC Safeguards, and Peer Review Ready
We align accounting IT environments with IRS Publication 4557, the FTC Safeguards Rule, and the security controls your peer reviewers and cyber insurance carrier expect to see.
- Documented WISP
- MFA on tax software & email
- Encrypted client portals
- Immutable, tested backups
- Access reviews & offboarding
- Endpoint encryption
- Phishing simulations
- Vendor risk documentation
Let's Talk About Your Accounting IT IT
Share where things stand today and what you'd like to change. We'll come back with a clear, honest plan built around your industry.