Accounting & Insurance Office IT Support.
Managed IT for CPAs, bookkeepers, tax preparers, insurance agencies, and financial advisors across Central Florida. Client files encrypted and backed up, the FTC Safeguards Rule handled with a written plan, and a technician who answers during tax season.
What A Financial Office Needs Handled
You hold Social Security numbers, bank details, and tax returns for every client. That makes your office a target and a regulated business at the same time. General IT fixes what breaks. This has to protect data and prove it, on a deadline.
FTC Safeguards Rule
The written information security plan, risk assessment, encryption, multi-factor login, and monitoring the rule requires of tax preparers, CPAs, and insurance agencies, built and kept current.
Encrypted Client Files
Full-disk encryption on every laptop, controlled access to client folders, and a secure portal for document exchange so returns and statements stop traveling by email attachment.
Tax & Agency Software
QuickBooks, Drake, Lacerte, ProSeries, UltraTax, and agency management systems like Applied and HawkSoft on machines that are fast in February and April, with the vendor worked when it is their bug.
Backups With Real Retention
Encrypted local and off-site backups tested on a schedule, with retention that matches your record-keeping obligations, not a default 30 days.
Phishing & Wire Fraud Defense
Financial offices get the fake-client, fake-IRS, and changed-payment-details emails every week. Filtering, spoof protection, and staff training that catches them before a click.
Retiring Old Equipment
Old workstations, servers, and copier hard drives hold years of client records. We wipe or destroy them with a certificate so a replaced computer is never a data leak.
Built For Deadlines
How We Work With Financial Offices
We start with a Safeguards-style risk assessment: where client data lives, who can reach it, and what happens if a laptop or an email account is lost. Then we close the gaps in order of risk, put the written plan in your hands, and stay on as your IT department on a flat monthly plan, with maintenance scheduled around filing deadlines instead of during them.
⚖️ Who This Applies To:
CPA and bookkeeping firms, tax preparers, insurance agencies, financial advisors, and mortgage and title offices. If you handle non-public personal financial information, the Safeguards Rule most likely applies to you.
The Think Tech Standard
- Tax Season Is Not Maintenance Season
Updates and changes happen in the off months; during filing season we only fix and support. - Paperwork You Can Hand An Auditor
The written security plan, the risk assessment, and the evidence behind them are kept current and readable. - Nothing Leaves Unencrypted
Laptops, backups, portals, and retired drives: encrypted, logged, or destroyed with a certificate.
Financial Office IT Questions.
What partners and office managers ask first.
Does the FTC Safeguards Rule apply to a small tax office?
Yes. Tax preparers, CPAs, insurance agencies, and other businesses handling non-public financial information fall under it regardless of size. It requires a written security plan, a risk assessment, encryption, multi-factor authentication, and monitoring. We build and maintain all of it.
Do you support our tax and agency software?
We manage the workstations, server, network, and accounts around QuickBooks, Drake, Lacerte, ProSeries, UltraTax, Applied, HawkSoft, and similar platforms, and coordinate with the vendor when the problem is inside their software.
How should clients send us documents securely?
Through a secure client portal with encrypted upload and download, not email attachments. We set one up under your own branding and train the front desk on it. We run one for our own clients.
What happens if a laptop with client returns is stolen?
With the setup we deploy, the drive is encrypted, the device is wiped remotely, and the files are still on the server and in backup. It is a hardware loss instead of a breach notification.
Can you avoid changes during tax season?
Yes. We schedule upgrades, migrations, and equipment swaps in the off months and freeze changes during filing season, so the only thing we do in March is keep you running.
How is financial office IT priced?
Flat monthly per user in the same $100 to $200 range as our other managed plans, with the security plan, encryption, backups, and email protection included rather than sold as add-ons.
Protect Client Data, Prove It On Paper
A short review of where client information lives is enough for a written plan, a Safeguards checklist, and a flat monthly number.
Book A Safeguards Review