Your Firm’s Virtual IT Department

Generic IT solutions simply don’t cut it for financial firms. Your business handles sensitive client data and complex compliance requirements – you need a specialized approach to IT management and security.

At The CPA Tech, we understand the unique challenges you face. Our services are designed specifically for financial professionals, focusing on secure information sharing, data protection, and maintaining compliance with industry regulations.

• Secure Client Communication: Share sensitive data confidently, knowing your communication channels are protected.
• Data Integrity and Redundancy: Safeguard critical information with secure, multi-method backups that ensure business continuity.
• Proactive Cybersecurity: Stay protected with Government-approved cybersecurity solutions, keeping your business safe from breaches.
• Compliance and WISP Management: Simplify compliance with a comprehensive Written Information Security Program (WISP), including support for PTIN renewals.
• Email and Identity Protection: Reduce risks from phishing, dark web exposure, and email security threats.
• Device Best Practices: Implement secure practices for laptops and devices with stored data to minimize vulnerabilities.
• Assist with State and Federal Compliance needs. We’ll make sure all of the boxes are checked, so you can sleep at night.
• Expert guidance when purchasing technology that meets both operational and compliance needs. Our industry-specific approach ensures you choose secure, scalable solutions that integrate seamlessly with your existing systems, reducing risks and enhancing efficiency.
• Our helpdesk support provides financial firms with quick, reliable assistance for everyday technical issues, from troubleshooting printers and scanners to resolving software glitches. With responsive support tailored to your needs, we ensure your team stays productive without being slowed down by IT problems.

Common Misconceptions

• Many small firms mistakenly believe they are exempt from the FTC Safeguards Rule because they don’t see themselves as traditional financial institutions. However, the FTC’s broad definition includes any business handling personal financial information, making compliance mandatory.
• Many small businesses believe they aren’t targets for cybercriminals, thinking, “Why would they come after me?” In reality, cybercriminals often target small firms precisely because they assume these businesses lack robust security, making them easier to exploit for financial gain or data theft.
• “My IT person handles everything.”
  While having an IT professional is valuable, cybersecurity & compliance requires a proactive, ongoing strategy that goes beyond routine IT tasks, including monitoring, employee training, and compliance management.

With The CPA Tech, you’re not just getting IT support – you’re partnering with a team that understands the demands of financial firms and delivers practical, reliable solutions.

Ready to secure your firm’s future? Let’s talk. (800) 224-1090