IT and security for accounting and tax firms
Tech911 keeps South Florida accounting and tax firms running through busy season, with secure sign-ins and email, tested backups, and the technical safeguards your written security plan calls for.
Your clients’ tax data is a target, and the rules say so
Tax and accounting firms hold exactly what criminals want: Social Security numbers, bank details and income records. Federal rules now spell out what every firm must have in place.
Tax pros are under attack
The IRS counted nearly 300 data breaches at tax professionals in the first half of 2025, affecting up to 250,000 clients (IRS news release IR-2025-88). Florida ranked third in the nation for cybercrime losses in 2025 (FBI IC3).
A written security plan is required
Federal law requires tax and accounting professionals to keep a written information security plan, or WISP, under the FTC Safeguards Rule. Preparers acknowledge the requirement every time they apply for or renew a PTIN (Form W-12).
Busy season cannot stop
A dead laptop or a locked mailbox in March costs hours you cannot bill back. You need someone who answers the phone and fixes it the same day.
The safeguards, done and documented
We set up and run the technology side of your security plan, and keep the whole office working.
Secure sign-ins and email
Multi-factor sign-in on every mailbox, protection against phishing, and SPF, DKIM and DMARC records so nobody can send email as your firm.
Backups you have tested
Our Vault backups protect your Windows machines, encrypted in transit and at rest with a key unique to your firm, with up to 365 days of restore points.
Only approved software runs
ThreatKeeper blocks unknown programs by default, with a learning mode to start, staff working without admin rights, and a monthly report. For Windows.
Monitoring and patching
Every machine stays monitored and patched. Our technicians help remotely with your staff’s okay, and every session leaves an audit trail.
Microsoft 365 and your team
Microsoft 365 setup and migrations, new laptops ready on day one, and seasonal staff added and removed cleanly when busy season ends.
Statements: stop chasing
Statements connects to your clients’ banks read-only through Plaid, on the bank’s own sign-in screen, and brings their transactions into one place, sorted by your rules and ready to export to Excel. Nobody can move money.
From assessment to proof, in three steps
The Safeguards Rule asks for multi-factor sign-in, encryption of client data, testing, a risk assessment and an incident plan (16 CFR 314.4, IRS Publication 4557). Here is how we cover the technical side.
Readiness assessment
We come to your office, or meet by video, and check sign-ins, email, backups, devices and Wi-Fi. You get a written list of what to fix first.
Safeguards in place
We turn on multi-factor sign-in, encrypt and back up client data, lock down devices and set up monitoring.
Reports for your plan
You get regular reports showing the safeguards are working, to keep with your written security plan.
Questions accounting firms ask us
Can you write our WISP?
We put the technical safeguards in place and give you the reports that show they are working. IRS Publication 5708 is the template for the plan itself, and your attorney or compliance advisor owns the legal review. We support your plan; we do not certify compliance.
What does it cost?
A flat monthly rate per person, or a flat rate per incident. You get a written quote after the assessment, and there is no long contract.
We already have an IT person.
We work alongside them, with our platforms, after-hours cover and security.
Do you support Macs?
Yes, for everyday support. Vault backups and ThreatKeeper run on Windows.
Is Statements safe for our clients?
Statements is read-only through Plaid, on the bank’s own sign-in screen. Nobody can move money.
Do you come to our office?
Yes, across Palm Beach, Broward and Miami-Dade counties, and we support firms remotely nationwide, in English and Spanish.
Ready for busy season?
Book a free Busy Season Readiness Assessment. We check your IT, security and backups and give you a plan, with no obligation.