Unlock the ROI of Proactive IT for CPA Firms

We conduct a thorough assessment of your endpoints, user identities, and data exposure to pinpoint the top 5 security risks jeopardizing your firm’s operations. Our clear, jargon-free report highlights critical vulnerabilities and guides you toward immediate protective actions.

Receive a concise summary mapping your current practices against GLBA Safeguards Rule and IRS Publication 4557 requirements. Know at a glance where you comply and where you need targeted improvements to pass audits with confidence.

Visualize your critical systems, applications, and data flows across your network. Our high-level map clarifies user access points, single points of failure, and system dependencies—ensuring you understand the impact of any disruption during peak seasons.

Get a prioritized list of fast, low-effort actions—like extending MFA coverage, closing patch gaps, and validating backups—that deliver maximum risk reduction in just 30 days. Our expert guidance helps your team implement changes without disrupting daily workflows.

Follow a detailed, sequenced plan with milestones, owner assignments, and budget estimates. We align technology upgrades with your firm’s tax-season demands and risk tolerance so improvements stick and deliver measurable value.

Validate your backup processes, recovery objectives, and data retention policies with our comprehensive checklist. We test your restore capabilities to ensure you can recover client data quickly when every minute—and every number—counts.