• 143 Essex St. Haverhill, MA 01832
  • (800)224-1090

© 2026 The CPA Tech

Security & Compliance for Tax and Accounting Firms

We focus exclusively on protecting your systems, data, and regulatory requirements - while your IT provider handles day-to-day support.

Security oversight, monitoring, and compliance

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

What We Do

  • We take the guesswork out of IRS and FTC security requirements and make sure your protections line up with what they expect.
  • Security monitoring and threat detection
  • Email and identity protection
  • Ransomware and account-compromise prevention
  • Compliance and WISP Management: Simplify compliance with a comprehensive Written Information Security Program (WISP), including support for PTIN renewals.
  • Risk assessments and ongoing security reviews
  • Compliance alignment (IRS Pub 4557, FTC Safeguards, and more)
  • Incident readiness and response coordination
  • Assist with a Written Incident Response Plan
  • Whether you are a single person practice or a team of 25, we can help!

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 partnering with a team that understands the demands of Tax, Accounting, Bookkeeping and Financial firms and delivers practical, reliable solutions.

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

Get Your Free Cybersecurity Checklist for Tax & Accounting Firms

Ready to safeguard your practice from cyber threats? Our comprehensive Cybersecurity Checklist is tailored specifically for Tax and Accounting firms. It’s packed with actionable insights and best practices to keep your client data secure and your systems protected. Don’t miss out on this valuable resource!

Fill out the form below to download your free report and take the first step towards a more secure practice.

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No matter where you are in the U.S. we can help. Initial onboarding only takes about an hour, and we can handle the rest from there.

  • A dedicated partner focused on protecting your firm’s systems and data
  • Help with State and Federal Compliance
  • Advise on best practices for backing up your data
  • Ongoing oversight of areas most firms don’t have time to watch
  • Consultation on Computer Hardware, Software and Cloud Solutions
  • Advanced Microsoft 365 Support – Email, Azure, Compliance, and more

“I am so happy that I now have a team of specialists”

I just relocated myself and my business to the area and feel like I hit the jackpot when I connected with The CPA Tech. The issues that I had were rectified within 24 hours and I was first time client, this is impressive. They gave me so much more than I had called for, great solutions for going forward and fixed problems I was not even aware of.
I am so happy that I now have a team of specialists that I can look to protect me, which is critical for a CPA!


Valerie Wall
CPA

(800) 224-1090

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