Multi-factor login everywhere
Email, the client portal, remote access and the tax software itself — the single control the Safeguards Rule, insurers and the IRS all look for first.
Local IT · Accounting and CPA firms
Secure client portals and MFA
Tax season with no down day — and a security plan the IRS expects.
Between January and April a CPA office cannot lose an hour. We build the network, the backups and the security controls that keep tax software, client portals and e-filing running, and we give you the written evidence behind the information security plan every preparer is now required to have.
On site in Frisco, Plano, McKinney, Allen, Prosper, Little Elm, The Colony, Carrollton, Richardson and Dallas · remote support across Texas
What the rules and your clients expect
The requirements, and how we meet them.
| FTC Safeguards Rule | Tax preparers are 'financial institutions' under the rule: a written information security plan, a designated person in charge, multi-factor login, encryption of client data, access controls, monitoring and an incident plan. We implement and document the technical half. |
|---|---|
| IRS Publication 4557 and the WISP | The IRS expects every PTIN holder to have a Written Information Security Plan and publishes a template (Publication 5708). We fill in the technical sections from what we actually installed, so the plan describes reality. |
| Client expectations | Business clients increasingly ask how their statements and tax documents are stored and shared. A proper portal, MFA and encrypted backups are the answers that end the conversation. |
What we set up
What we set up for accounting and cpa firms.
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Secure client portal
SmartVault, ShareFile, Canopy or your tax suite's own portal set up with the right folder structure and permissions, so documents never travel by email attachment.
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Backups that survive tax season
Local and cloud backups of the tax software data, QuickBooks files and email, with a restore tested and documented before 1 January.
04
A network with separate lanes
Staff, guests, printers and scanners on their own networks; scanners configured to drop into the right folders securely.
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Remote access for seasonal staff
Secure access for preparers who work from home or a second office, switched on in January and off in May.
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A change freeze when it matters
No upgrades from mid-January to mid-April. Everything else is planned for May to November.
Software we work with
The tools your office already runs.
We set the network up to each vendor’s published requirements and we talk to their support in their language, so you are never the go-between.
- QuickBooks Desktop and Online
- Drake Tax
- Lacerte
- ProSeries
- UltraTax CS
- CCH Axcess
- SmartVault
- ShareFile
- Canopy
- Microsoft 365
The services behind it
Six things, done properly.
Every industry page above is built from the same six services — quoted after a free site visit, installed after hours, documented so you are never stuck with one vendor.
- Office network and Wi-FiSwitches, Wi-Fi and a network designed for your office
- Network cablingCat6, fiber, racks and patch panels — certified
- Firewall and securityBusiness firewall, VPN, backups and MFA
- Cloud migrationMicrosoft 365, Google Workspace and retiring the old server
- Internet and connectivityISP selection, failover, phones and multi-office links
- Managed IT supportHelp desk, patching, backups and monitoring, monthly
Case study
Tax season with zero down days for a 14-person CPA firm
A Frisco CPA firm lost e-filing sessions most busy afternoons on a consumer router and a Wi-Fi-only office. Over two November weekends we cabled every desk, installed a business firewall with MFA on remote access, moved the Drake server onto a backed-up, segmented network and filled in the technical sections of the firm's WISP.
Representative engagement · Frisco · 14 staff · 2026 · client name available on request
All small-office case studiesScope · 14 staff, 22 drops, Drake Tax server, SmartVault portal
Result · no network incidents from 15 January to 15 April
Delivered · WISP technical evidence, tested restores, one-page diagram
Timeline · two weekends, nothing touched during tax season
Questions accounting and cpa firms ask
Can you write our WISP?
We provide the technical sections and the evidence; the plan itself is signed by your designated security person. Most firms start from the IRS template and we fill in what is installed.
Our tax software runs on a server in the office. Does it have to move?
No. Many firms keep Drake or Lacerte on a local server for speed. We make that server backed up, patched and only reachable through MFA.
Book the free site visit
Tell us about the office — how many people, what is slow or broken, what you are planning. A senior engineer who has set up accounting and cpa firms before calls the same business day to set a time.
Prefer to talk? +1 (469) 252-8666
Other offices we build for
- Pharmacies and clinicsHIPAA-aligned network segmentation
- Law officesSecure remote access for attorneys
- Dental and medical practicesWired runs for X-ray and CBCT imaging
- Real estate and title officesEmail security and multi-factor login everywhere
- Plumbing, HVAC and electrical contractorsDispatch and invoicing software (ServiceTitan, Housecall Pro) set up right
- Construction and engineering officesFast wired network and file storage for drawings
- Restaurants and retailPOS network with PCI separation