Industries · Financial & accounting
IT support for Maine accountants & financial firms
CPA firms, tax preparers, insurance agencies, mortgage brokers and financial advisors handle exactly the data criminals want. We secure it, keep you running through tax season, and help document the safeguards regulators expect.
For financial firms we provide
- Multi-factor sign-in everywhere
- Encryption for client data
- 24/7 threat detection and response
- Security awareness training
- Tested, off-site backups
- Written security program support
FTC Safeguards Rule
Help with the security program you're required to have.
Many non-bank financial businesses, including tax preparers, mortgage brokers and some accounting firms, fall under the FTC Safeguards Rule. It requires a written information security program, a designated person to oversee it, risk assessments, multi-factor authentication, encryption of customer data, staff training and monitoring of your systems.
Our Secure+ plan covers much of the technical side and includes compliance documentation support. Your attorney or compliance advisor should confirm exactly which rules apply to your firm; we make sure the technology matches what your program says.
Tax season ready
No surprises in March and April.
Tax & accounting software
Updates, licensing and performance handled before the busy season starts.
Secure client portals
A safe way to collect documents instead of email attachments.
Learn more →Backups
Encrypted, immutable, off-site copies of every client file.
Learn more →Email security
Filtering and domain protection that stop phishing and impersonation.
Learn more →FAQ
Common questions
Does the FTC Safeguards Rule apply to my firm?
It applies to many non-bank businesses that handle consumer financial information, such as tax preparers and mortgage brokers. The details depend on your business, so confirm with your attorney or compliance advisor. We can help you implement and document the technical requirements.
Start with a free IT assessment
We'll review your network, devices, backups and security, then hand you a plain-English report with your biggest risks ranked. No obligation.