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Compliance-aware IT · Law & accounting officesIT that guards client files and keeps your office moving
Managed IT and security for Phoenix law firms, CPA and tax practices, and bookkeeping offices. Confidential files, email, backups, and the safeguards regulators expect, handled by one local contact.
The risks hiding in a busy practice
Your clients trust you with their most sensitive information. The technology holding it deserves the same care you put into the work.
Client files live on one aging PC
Years of returns, case files, and workpapers on a machine nobody has backed up or tested. One dead drive is a disaster.
The WISP you have not written
The FTC Safeguards Rule requires tax preparers to keep a written information security plan. Most small practices do not have one.
Email is the whole practice
Engagement letters, e-signatures, and client documents all flow through inboxes that phishing targets every day.
Staff changes get risky
Seasonal preparers, paralegals, and admins come and go. Access needs to be granted cleanly and revoked completely.
Deadline season cannot go down
Filing deadlines and court dates do not move because a workstation died or the scanner stopped scanning.
Portal logins everywhere
E-filing, court portals, bank feeds, and client portals. Passwords need a manager and an owner, not a sticky note.
The practical side of your safeguards
Regulators and clients expect real protections, documented. I build that layer and keep it current.
Access locked down
Multi-factor authentication, individual accounts, and clean offboarding when staff leave.
Backups that restore
Client files backed up automatically, kept offsite, and test-restored on a schedule.
Systems kept current
Security updates on a schedule, off-hours, so deadline season stays uninterrupted.
Everything documented
Safeguards written down so your security plan describes reality, not intentions.
Tax practices: practical WISP help
The FTC Safeguards Rule requires professional tax preparers to maintain a written information security plan. I put the technical safeguards in place and document them, so your WISP matches the setup in place. You stay the owner of the plan; I am not a lawyer or an auditor. Read the WISP guide.
Your practice software, coordinated
I support the computers, network, email, printers, backups, and security around tools like QuickBooks, Drake, Lacerte, ProSeries, and Clio. For configuration inside those platforms, I coordinate with the vendor and keep the process organized.
Start with a review, not a contract
Free IT review
I check your workstations, network, email protections, backups, updates, and account access, quietly and confidentially.
Written findings with safeguard gaps
You see what is solid, what is at risk, and for tax practices, where your WISP has gaps. Hire me for one project or the whole plan.
I handle it
Fix the urgent items as a one-time project, or hand me backups, security, patching, and day-to-day support for good.
See where your practice stands
Book a free IT review. You get written findings on your files, email, backups, and safeguards, including WISP gap notes for tax practices, whether we work together or not.