Your clients trust you with their most sensitive financial information. Your IT needs to match that trust.
Accounting and CPA firms sit at the intersection of financial data, regulatory compliance, and seasonal operational intensity in a way that almost no other business does. You hold client tax returns, financial statements, payroll records, and business planning documents — information that is both highly sensitive and highly valuable to attackers. And you're under specific regulatory obligations that most IT companies are only vaguely aware of.
The FTC Safeguards Rule, updated in 2023, now explicitly covers tax preparers and CPA firms as "financial institutions." It requires a written information security program, designated security coordinator, documented risk assessment, and specific technical safeguards including encryption, access controls, and multi-factor authentication. The IRS reinforces these obligations through Publication 4557 (Safeguarding Taxpayer Data), which sets clear expectations for tax professionals. Non-compliance isn't abstract — the FTC has begun enforcement, and IRS Publication 4557 violations can affect your PTIN status.
We build these requirements into your managed IT environment as part of standard service. Compliance documentation isn't an extra charge — it's part of what we do.
Tax season is when your IT can't fail
January through April is when accounting firms can least afford an IT outage. During filing season, a workstation that goes down, a server that crashes, or a VPN that fails for a remote staff member is an operational crisis. We staff accordingly, monitor proactively, and offer pre-season infrastructure reviews specifically to identify and address risk before the busiest period of your year begins.
Accounting firms are increasingly targeted for business email compromise
Business Email Compromise (BEC) attacks frequently target accounting firms because of the volume of financial transactions processed on their behalf. Attackers impersonate partners, clients, or vendors to redirect payments, intercept tax refunds, or extract sensitive client data. Advanced email security, multi-factor authentication, and staff security awareness training are not optional for Ohio accounting firms in 2026 — they're table stakes.