Simply IT provides managed IT services, cybersecurity, and workflow automation for accounting and CPA firms across North Central Florida.
Keep your tax software running, your client data secure, and your firm compliant — without the IT headaches.
Proactive IT management with specialized support for tax and accounting software platforms.
Layered cybersecurity protecting sensitive financial data and client tax information from threats.
Automated backup and secure cloud storage ensuring no client data is ever lost.
Automate repetitive tasks to free up your team during peak season and reduce manual errors.
Control access to sensitive financial data and secure your office environment.
Professional phone systems that keep your team connected with clients during busy season.
The FTC Safeguards Rule requires all tax preparers, CPAs, and financial service providers to develop, implement, and maintain a information security program. This isn't optional — it's federal law, and non-compliance can result in significant penalties and enforcement actions.
Most accounting firms don't have the in-house expertise to properly assess their security posture, implement the required safeguards, or maintain the documentation needed for compliance. That's where Simply IT comes in.
We provide end-to-end compliance support — from initial risk assessments and gap analysis to implementing technical safeguards, training your staff, and preparing your documentation for audit readiness. You focus on your clients. We handle the compliance.
Whether you're a solo CPA or a multi-partner firm, we'll ensure your technology meets every requirement of the FTC Safeguards Rule — so you can focus on serving your clients without worrying about regulatory exposure.
A comprehensive written information security program tailored to your firm — covering data handling, access controls, and incident response procedures.
Thorough risk assessments that identify vulnerabilities in your systems, processes, and physical safeguards as required by the FTC Safeguards Rule.
End-to-end encryption for all client financial data — tax returns, bank records, and sensitive documents — both in transit and at rest.
Regular security awareness training for all staff members — covering phishing, password hygiene, and proper handling of sensitive financial information.
“Simply IT is by far the best business I have worked with for IT managed services and consulting. Simply IT delivers support and solutions expeditiously.”
CPA firms and tax preparers face a layered compliance environment most IT companies do not fully understand. Federal Trade Commission Safeguards, IRS Publication 4557, IRS Security Summit MFA mandates, Gramm-Leach-Bliley privacy, AICPA SOC 2 expectations, Florida Board of Accountancy requirements, and cyber-insurance underwriter demands all overlap. Simply IT specializes in translating each one into working configurations and audit-ready documentation. Click any standard for what we cover.
The FTC Safeguards Rule (16 CFR Part 314), updated in 2023 under the Gramm-Leach-Bliley Act, applies to every CPA firm that prepares tax returns, provides financial advice, or handles customer financial information. The amended rule requires a written information security program, a designated Qualified Individual, regular risk assessments, and nine specific elements of technical and administrative safeguards.
Recent technology projects Simply IT has delivered across North Central Florida. Client names are kept confidential per the disclosure on our case studies page — every detail below comes from real engagements.
A 6-person accounting firm experienced server failures two years in a row during their busiest season. Simply IT replaced aging infrastructure and implemented proactive monitoring. Zero downtime in the following two tax seasons.
A 4-CPA firm serving The Villages and Sumter County retiree market wanted to use AI during tax season for client letter drafting, IRS correspondence templates, and tax research — without violating IRS Publication 4557 or the FTC Safeguards Rule. Simply IT built the safe path.
An Ocala CPA firm with 8 staff was unaware the FTC Safeguards Rule applied to their practice. With an IRS compliance review approaching, Simply IT built a complete compliant infrastructure and documented information security program in under 30 days.
Simply IT is not just your IT partner — we also build and manage websites, SEO, social media, and digital marketing for accounting & cpa firms across North Central Florida. One local team. One invoice. Everything working together.
Proactive IT management and tax software support for accounting firms across North Central Florida.
Simply IT serves CPA and accounting firms across North Central Florida with FTC Safeguards Rule-aligned managed IT, tax-software vendor coordination (Drake, UltraTax, Lacerte), and tax-season threat protection. Pick your area for city-specific accounting IT context.
HQ city. CPA firms serving the growing Marion County economy — retiree tax planning, multi-state construction contractor returns, real-estate-heavy returns.
See Ocala CPA and accounting firms IT →CPA firms serving the UF academic and medical community — research grants, multi-state academic returns, real-estate-heavy Alachua County practices.
See Gainesville CPA and accounting firms IT →CPA firms serving the Villages retiree base — Medicare tax planning, retirement-account distribution strategy, estate tax, and multi-state returns for clients with northern winter homes.
See Villages CPA and accounting firms IT →CPA firms serving retiree migrants, tourism / hospitality businesses, and Embry-Riddle-adjacent aerospace contractors. Drake, UltraTax, Lacerte support plus FTC Safeguards WISP documentation.
See Daytona CPA and accounting firms IT →Get a free technology assessment for your accounting firm — no obligation.
By submitting you consent to be contacted by Simply IT via phone, email, or SMS. Reply STOP to opt out of SMS at any time. Privacy Policy