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Financial Services IT - Audit Ready Solutions

Audit Ready IT for Accountants and Financial Firms

Protect client records, meet regulatory expectations, and keep staff productive through busy seasons.

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What 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:

1

Industry-Aligned AI Policy

A clear AI use policy aligned with industry standards

2

Risk Reduction Training

Staff training to reduce risk of data exposure

3

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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