// Industries — Legal & Professional Services
Tax Season Is Not the Time to Discover Your Backups Don't Work.
IT, security, and secure client portals for CPA and tax firms — hardened against phishing, built for remote client work, and tested before April.
Accounting firms are among the most-targeted industries for phishing and business email compromise — attackers know the timing, the client exchange patterns, and the payment flows. Meanwhile, client data retention obligations are strict, tax season uptime is non-negotiable, and remote client collaboration is now permanent. We secure the environment, deploy encrypted client portals, harden email against the attacks CPAs actually face, and test recovery before the busy season rather than during it.
// Value Prop
Built for the Firm That Can't Miss a Deadline
Email Security & BEC Protection
Advanced phishing defenses tuned to wire-fraud and client-impersonation patterns that specifically target CPA firms during tax season.
Encrypted Client Portals
Secure document exchange (SafeSend, TaxCaddy, ShareFile, or integrated portal in your tax platform) — no more emailing returns and W-2s.
Pre-Season Uptime Prep
Patch, test, and certify the environment before filing season starts — not when your server crashes on April 10th.
// How It Works
Secure the Data, Test the Recovery, Prep the Season
We harden email, enforce MFA, deploy EDR on every endpoint, and stand up a secure portal for client document exchange. Every October, we run a full disaster-recovery drill and stress test — so when filing season arrives, you already know the infrastructure holds.
// Who It's For
Who This Is For
Tax prep firms, bookkeeping practices, audit firms, forensic accounting, and small-to-mid CPA practices using Lacerte, UltraTax, ProSystem fx, CCH Axcess, Drake, or cloud platforms like Xero, QuickBooks Online, and Intuit ProConnect.
// FAQ
Common questions
Q
Are CPA firms really phishing targets?
Heavily. Wire fraud, tax-refund diversion, and client-impersonation attacks spike every tax season. Firms that move money for clients are attractive targets. Email security, MFA, and wire-verification protocols are table stakes at this point.
Q
Can you host our tax software?
Yes — hosted Lacerte, UltraTax, and CCH deployments are common, with the benefit of predictable performance, no local server maintenance, and centralized security. We also support on-prem where preferred.
Q
What happens if we get hit by ransomware during tax season?
We plan for it specifically. Immutable backups, tested recovery procedures, and pre-season drills mean a ransomware event becomes a bad day instead of a firm-ending event. The goal is always containment and rapid restore before filings slip.
// Ready when you are