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Financial & legal offices · PhoenixKeep client files locked down and your office running
Managed IT and security for Phoenix CPA, tax, bookkeeping, insurance, and law offices. One local contact covers your computers, email, backups, and the safeguards your clients and regulators expect. Take help one project at a time, or hand me the whole stack.
What most Phoenix offices look like before we start.
The Safeguards Rule already applies to you
Prepare taxes, keep the books, sell insurance, or advise on money, and federal law treats your office as a financial institution. The FTC Safeguards Rule has been in full effect since June 2023.
It calls for a written security program, multi-factor login, encryption, tested backups, vendor security terms, and an incident response plan. I help put those safeguards in place and document the technical side.
Same protection, different rulebook
Your duty to protect client confidences comes from the bar and from clients who assume their files stay private. The FTC rule above does not apply to you, but the controls look familiar.
I lock down the firewall, secure your email, set access rules, and keep tested backups, so privileged material stays privileged and a lost laptop or one bad phishing click never turns into a disclosure you have to explain.
Simple 4-step process
Discovery call first, then a closer look at the office before any project or managed plan.
Discovery call
We talk through the office, deadlines, client data, staff access, and what already feels fragile.
Free technology assessment
I check computers, email, backups, firewall basics, account access, and documentation gaps.
Plan and findings
You get the gaps, what I would fix first, and where project work or managed service fits.
Managed services
If ongoing support makes sense, I set up the plan and take over recurring IT work.
Security work that matches the way your office runs
Firewall and network
Business-grade routing, Wi-Fi, and segmentation for the office.
Email security and MFA
Multi-factor login on anything holding client data.
Backups tested
Restore checks, not assumptions, for client files and office data.
Written documentation
Security program and incident response work for financial offices.
Access and password controls
New staff, old staff, vendors, portals, shared mailboxes, and admin accounts get clear ownership and clean offboarding.
One local contact
You call one person who knows your setup, not an overseas ticket queue. If a job is bigger than a one-person shop should take on, I say so and point you to the right partner.
See where your office stands
We start with a call, then decide whether a free technology assessment makes sense. You get clear findings before any paid work begins.