Audit Ready IT for Accountants and Financial Firms
Protect client records, meet regulatory expectations, and keep staff productive through busy seasons.
Get My Free IT CheckupWhat Financial Firms Need Solved
Secure Financial Systems
Secure files, email, and tax or portfolio systems from threats
Remote & Seasonal Staff
Support remote and seasonal staff without losing control
Pass Audits with Confidence
Pass audits and insurer reviews with confidence
Peak Season Support
Strengthen small IT teams during peak seasons
How We Help Financial Firms
Cloud Platform Management
Microsoft 365, Google Workspace, and Intermedia licensing, hardening, and support
Email & Device Security
Including phishing defense, encryption, password management, and dark web monitoring
Firewall & Network Management
For office and remote locations to ensure secure connectivity
Backup & Recovery
For files and financial applications to prevent data loss
Co-Managed IT Option
Help in-house IT with monitoring, compliance, and advanced security
AI Risk Protection for Financial Firms
AI is increasingly used for reporting, analysis, and client communication — but uncontrolled use risks exposing sensitive client data and violating compliance.
Our AI Risk Protection Package helps financial firms by providing:
Industry-Aligned AI Policy
A clear AI use policy aligned with industry standards
Risk Reduction Training
Staff training to reduce risk of data exposure
Compliant AI Environment
A secure AI environment that supports compliance with FINRA and other regulations
Plans That Fit Financial Firms
Choose from Core, Pro, or Ultra — all billed as a flat monthly fee per computer and server.
All available as fully managed or co-managed IT.
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Managed Services
Cybersecurity
Productivity Applications
IT Support
Cloud Services
Network Management
Compliance
Data Backup
Unified Communications
IT Guidance
IT Procurement