UNMANAGED IT IS
COSTING YOUR FIRM.
A system failure during tax season doesn't just cost money — it costs client relationships. Missed deadlines, lost files, and communication failures during your busiest months are unacceptable.
Atlassian →Accounting firms hold some of the most sensitive financial data of any business. Tax returns, bank records, and financial statements make your firm a prime target for cybercriminals.
U.S. Small Business Administration →The FTC Safeguards Rule requires tax preparers and financial service firms to implement a written information security program. Non-compliance can result in significant penalties.
FTC Safeguards Rule →During tax season every minute counts. Slow computers, unreliable software, and network issues compound rapidly — reducing how many returns your team can process each day.
ScalePad →EVERYTHING YOUR FIRM
NEEDS — HANDLED.
Managed IT & Tax Software Support
Proactive IT management with specialized support for tax and accounting software platforms.
- Tax software support & updates
- Network & device monitoring
- Fast help desk response
- Hardware lifecycle management
Financial Data Security
Layered cybersecurity protecting sensitive financial data and client tax information from threats.
- Endpoint threat protection
- Email security & anti-phishing
- Encrypted data storage
- Multi-factor authentication
Cloud & Backup Solutions
Automated backup and secure cloud storage ensuring no client data is ever lost.
- Automated nightly backup
- Cloud document storage
- Disaster recovery planning
- Microsoft 365 setup
Workflow Automation
Automate repetitive tasks to free up your team during peak season and reduce manual errors.
- Document workflow automation
- Client onboarding automation
- Microsoft Power Automate
- Process optimization
Access Control & Security
Control access to sensitive financial data and secure your office environment.
- Role-based access controls
- Security cameras & CCTV
- Visitor management
- Audit trail logging
VoIP & Client Communications
Professional phone systems that keep your team connected with clients during busy season.
- VoIP business phones
- Auto-attendant setup
- Call routing & forwarding
- Mobile integration
ACCOUNTING FIRMS FACE
STRICT DATA SECURITY RULES.
The FTC Safeguards Rule requires all tax preparers, CPAs, and financial service providers to develop, implement, and maintain a comprehensive 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.
Written Security Program
A comprehensive written information security program tailored to your firm — covering data handling, access controls, and incident response procedures.
Risk Assessment
Thorough risk assessments that identify vulnerabilities in your systems, processes, and physical safeguards as required by the FTC Safeguards Rule.
Encrypted Financial Data
End-to-end encryption for all client financial data — tax returns, bank records, and sensitive documents — both in transit and at rest.
Staff Security Training
Regular security awareness training for all staff members — covering phishing, password hygiene, and proper handling of sensitive financial information.
“Tax season used to be a nightmare for our IT. Crashed systems, slow software, lost files — it was chaos. Since switching to Simply IT, we haven't had a single issue during peak season. They keep everything running so we can focus on our clients.”