Confidential client files
Privileged documents, financials, and personal data have to be protected and shared carefully.
Law, Accounting & Insurance
IT for professional firms where confidentiality is the job
Clients trust you with privileged files, tax returns, and personal information. We keep that information secure and your systems up when deadlines are tight.
The Challenges
The IT problems we see most in your line of work
Document management
Files spread across desktops, file servers, and inboxes make it hard to find the current version or control access.
Deadline-season uptime
A failed computer during tax season or the week before a filing deadline costs more than at any other time.
Compliance expectations
Professional rules, the FTC Safeguards Rule for tax preparers, and carrier or state requirements all expect written security practices.
How We Help
What we put in place for you
Security for client data
MFA, encryption, endpoint protection, and email filtering built for firms that handle sensitive information.
Learn more →Organized, secure file storage
SharePoint, OneDrive, or your document-management system set up with sensible permissions.
Learn more →Secure file sharing
Ways to send and receive client documents without risky email attachments.
Learn more →Priority support at crunch time
Proactive maintenance before busy season and fast response when something breaks.
Learn more →Backups and recovery
Verified backups of client files and practice software with tested restores.
Learn more →Written security documentation
Policies and records that help you answer client, carrier, and regulator questions.
Learn more →We help you put in place the technical controls that rules like the FTC Safeguards Rule and your professional obligations expect, and we document them. Your firm remains responsible for its own compliance, and we make that easier to show.
FAQ
Common questions
Can you help with the written information security plan tax preparers need?
Yes. We help you document the technical safeguards in place and fill the gaps, and you review and adopt the plan.
Do you support our practice and document-management software?
We support the systems those tools run on and coordinate with the vendor for application issues.
What happens if a computer fails during tax season?
We keep spare-ready configurations and backups so a replacement can be up quickly, and we do maintenance before the season starts.
How do we send sensitive documents to clients safely?
We set up encrypted email or secure sharing links in Microsoft 365 or your portal so files are not sent as plain attachments.
Get Started
Protect your clients and keep deadlines on track
Call 507.609.5337 or book a free, no-obligation assessment. We'll show you what we find in plain English.