Accounting & CPA Firms
Protect client financial data without slowing down the firm.
Accounting and CPA firms hold exactly the kind of information attackers want: tax records, financial statements and identity documents. At the same time, busy season leaves no room for technology problems. We secure your identities, devices and Microsoft 365 environment and keep everything running when the workload peaks.
Common challenges
High-value data
Client financial and identity information makes firms a frequent target for phishing and account takeover.
Seasonal staff
Temporary and seasonal staff need access quickly, and need it removed just as quickly.
Secure client file exchange
Sending sensitive documents by email attachment is common, and risky.
How we help.
We implement technical controls that support your data-protection obligations. We don't provide legal or regulatory compliance certification.
- MFA and Conditional Access for every account
- Secure, managed devices with encryption
- SharePoint and OneDrive configured for controlled client file sharing
- Fast, consistent onboarding and offboarding for seasonal staff
- Email security configuration (SPF, DKIM, DMARC)
Most relevant services
Cybersecurity
Practical protection for identities, devices and data, focused on the risks growing businesses actually face.
Microsoft 365 Administration
Tenant administration, email, Teams, SharePoint, licensing and security configuration, handled properly.
Microsoft Entra ID
Identity, sign-in, MFA, Conditional Access and access control, so the right people have the right access.
Employee Onboarding & Offboarding
New hires ready on day one. Departing employees' access removed right away. Same process every time.
Next step
Let's talk about your IT.
Tell us how your company works today. We'll tell you honestly what we'd change, what we'd leave alone, and whether we're the right fit.