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Cybersecurity for Tax & Accounting Firms

Your clients trust you with everything. We make sure it stays that way.

The CPA Tech specializes exclusively in protecting small tax, and accounting firms from data breaches, ransomware, and the regulatory penalties that follow. We keep you compliant, protected, and focused on your clients.

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$4.88M
Average cost of a data breach in the financial services sector in 2024. For a small firm, this is a firm-ending event.
68%
Of small accounting firms that suffer a ransomware attack never fully recover. Most close within 6 months.
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Client data breaches at firms actively enrolled in The CPA Tech security program.
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The FTC Safeguards Rule now requires CPA and tax preparation firms to implement a formal cybersecurity program. Most small firms are not compliant and don't know it. Non-compliance exposes you to FTC enforcement action and IRS penalties.
Myth
"We're 100% in the cloud - so we're completely safe."
Hackers don't break in - they walk in. They steal the digital pass your browser saves after login, and just like that, they're inside your portal with full access to every client file, every SSN, and every tax return - no password, no MFA, no warning. Still think the cloud has you covered?
How We Protect You
Enterprise-grade protection.
Built for firms your size.

We deploy the same security stack used by major financial institutions - without the enterprise price tag or complexity. Every layer works together to keep your client data safe and your firm compliant.

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Endpoint Detection & Response
Next-generation protection on every computer in your firm. Detects threats in real time based on behavior - not just known signatures. Stops ransomware before it spreads. Includes rollback capability if an attack gets through.
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DNS-Layer Security Filtering
Blocks malicious websites, phishing links, and command-and-control traffic at the DNS level - before a connection is even made. Protects every device on your network and any employee working remotely.
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Email Security & Anti-Phishing
Accounting firms are targeted by phishing attacks at 3x the rate of other industries. Every inbound email is scanned, links are rewritten, and attachments are sandboxed before they reach your team.
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24/7 Monitoring & Alerting
Your environment is monitored around the clock. We see problems before they become incidents. System health, patch status, security events, and anomalies are tracked continuously so nothing slips through unnoticed.
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Patch Management
Unpatched software is the number one entry point for attackers. We automate patch deployment across your operating systems and applications, ensuring your environment is always current and your attack surface is minimized.
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Written Information Security Plan
The FTC Safeguards Rule requires a documented WISP. We provide and maintain a customized Written Information Security Plan for your firm - fully compliant with IRS Publication 4557 and FTC requirements.
Regulatory Compliance
We keep you on the right side of the law.

Tax and Accounting firms operate under some of the strictest data security regulations in any industry. We handle the compliance requirements so you can focus on your clients.

FTC Safeguards Rule

The Federal Trade Commission updated its Safeguards Rule to require tax preparers and financial service firms to implement a formal information security program. Requirements include a designated security coordinator, risk assessments, employee training, and more.

  • Designated cybersecurity coordinator
  • Written risk assessment
  • Access controls and multi-factor authentication
  • Encryption of client data at rest and in transit
  • Incident response plan
  • Service provider oversight
IRS Publication 4557

The IRS requires all tax preparers to implement security measures to protect taxpayer data. Failure to comply can result in loss of PTIN/EFIN, civil penalties, and referral to law enforcement.

  • Anti-virus and anti-malware protection
  • Firewalls and network security
  • Data encryption and secure disposal
  • Staff security awareness training
  • Multi-factor authentication for all systems
  • Written security plan on file
Why The CPA Tech
We only work with accounting firms.

We are not a general IT company that occasionally works with accountants. CPA firms, tax preparers, and bookkeeping practices are our only clients. We understand your workflows, your software, your compliance requirements, and your risk profile.

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Vertical-Specific Expertise
We understand the security requirements of the platforms your firm runs on - from QuickBooks and Drake to ProSeries, UltraTax, Lacerte, and beyond. No learning curve, no generic IT advice.
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Near-Zero IT Issues
Our proactive monitoring and management model is designed to prevent problems from occurring - not just respond when they do. Most clients go months without a single incident.
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Real Human Support
You call us and a person answers. No tickets, no queues, no offshore help desks. You deal with a senior technologist every time.
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25+ Years of IT Experience
Commercial-grade solutions delivered with the responsiveness and personal accountability of a partner who knows your business.
"Your clients trust you with their financial lives. That trust only holds as long as their data is safe. One breach changes everything."
- The CPA Tech
Get Started
Book a Free 15-Minute Conversation

No pitch, no pressure. In 15 minutes we'll tell you exactly where your firm stands and what - if anything - needs to be addressed. You'll leave the call knowing more about your security posture than you did before. Guaranteed.

(800) 224-1090
Mon–Fri, 9am–6pm Eastern  ·  Direct Line, No Voicemail Maze
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