Cybersecurity Built forSmall Accounting Practices
Protect your clients' most sensitive financial data with affordable, enterprise-grade security solutions designed specifically for small CPA firms (1-50 employees), solo practitioners, and fractional CFOs.
Small Accounting Firms FaceUnique Security Challenges
Small CPA firms (1-10 CPAs), solo practitioners, and fractional CFOs handle the most sensitive financial data - tax returns, financial statements, bank account information. You need budget-friendly security solutions that understand these risks without breaking your small business budget.
Client Financial Data at Risk
Tax returns, financial statements, and sensitive client information are prime targets for cybercriminals.
Regulatory Compliance Challenges
Meeting SOX, GLBA, and state privacy requirements while maintaining operational efficiency.
Email-Based Threats
Phishing attacks targeting client communications and wire transfer authorizations.
Remote Work Security Gaps
Securing client data access from home offices and mobile devices during tax season.
Affordable Security Solutionsfor Small Accounting Practices
Our budget-friendly, accounting-focused security services cover the core areas of financial data protection for small firms, solo CPAs, and fractional CFOs, with enterprise-grade tools sized for small practices.
Microsoft 365 Administration
Complete Microsoft 365 management including email, SharePoint, Teams, and user account administration.
- ✓User management
- ✓Email administration
- ✓SharePoint setup
- ✓Teams configuration
Employee Onboarding & Offboarding
Streamlined IT setup for new hires and secure offboarding processes to protect client data.
- ✓New hire IT setup
- ✓Secure data removal
- ✓Access provisioning
- ✓Equipment configuration
Managed Detection & Response
24/7 threat monitoring through our MDR partner's security operations center, set up and managed by Wisetechy for your firm at small business rates.
- ✓Partner-delivered 24/7 monitoring
- ✓Threat detection
- ✓Incident response coordination
- ✓Security reporting
Advanced Email Security
ATP protection against phishing, spoofing, and business email compromise targeting accounting firms.
- ✓Email encryption
- ✓Anti-phishing protection
- ✓Secure client communication
Client Data Protection
Multi-layered security for sensitive financial documents and tax information.
- ✓Document encryption
- ✓Access controls
- ✓Audit trails
Compliance Management
Security controls and documentation that help you meet the FTC Safeguards Rule, IRS Publication 4557 guidance, and state privacy laws.
- ✓SOX IT control support
- ✓GLBA Safeguards Rule requirements
- ✓State privacy laws
Support for MeetingIndustry Regulations
Security controls, documentation, and reporting that help you meet the security requirements that apply to accounting firms. We support your compliance work; we don't certify compliance.
SOX Compliance
Sarbanes-Oxley Act requirements for public company audits
GLBA Requirements
Gramm-Leach-Bliley Act privacy and security standards
State Privacy Laws
California CCPA, New York SHIELD Act, and other state regulations
IRS Publication 4557
Safeguarding taxpayer data requirements for tax professionals
Small Business AccountingSecurity Expertise
We specialize in affordable cybersecurity for small accounting practices (1-50 employees) - understanding the unique budget constraints, workflows, and compliance requirements facing solo CPAs, small CPA firms, and fractional CFOs.
Tax Season Security
Specialized protection during peak vulnerability periods
Client Portal Security
Secure document exchange and client communication systems
Regulatory Awareness
Working knowledge of the FTC Safeguards Rule and IRS Publication 4557
Why Small Accounting Firms Choose Us
- ✓24/7 threat monitoring through our MDR partner's security operations center
- ✓Industry-specific threat intelligence
- ✓Security reporting to support audits and cyber insurance applications
- ✓Secure client data handling protocols
- ✓Integration with accounting software
Protect Your Clients' Financial Data Today
Don't let a data breach destroy client trust and your small firm's reputation. Get enterprise-grade security sized for your firm, with no long-term contracts and month-to-month options available. We aim to respond to new inquiries within one business day.
🛡️ Free security assessment • 📋 Compliance gap review • 💰 Month-to-month options