CPA firms and financial services companies are high-value targets for cybercriminals. One breach doesn't just cost you money, it costs you client trust, your reputation, and potentially your license. Streamline keeps your firm protected, compliant, and running at full speed.
Tax season, client data, IRS requirements, and a workforce that needs to work anywhere, the IT demands of a CPA or financial firm are unique. Most IT vendors don't understand them.
Financial data is among the most valuable information cybercriminals can steal. Spear-phishing, credential theft, and ransomware attacks against CPA firms are increasing every year.
The IRS requires all tax preparers to maintain a Written Information Security Plan (WISP). Most firms don't have one, and that's a compliance risk they don't know they're carrying.
When your team is racing to meet filing deadlines, a server failure or ransomware attack isn't just an inconvenience, it's a catastrophe that impacts every client you serve.
Accountants working from home or client sites need access to sensitive data. Without proper controls, that remote access is an open door for attackers.
We understand that in your world, a data breach isn't just a business problem, it's a professional liability. We've supported Pittsburgh CPA and financial firms since 2011, building IT environments that are secure by design, not as an afterthought.
We help you meet IRS WISP requirements, protect client data, and ensure your team can work efficiently whether they're in the office or on the road.
From locking down client data to keeping your team productive during tax season, we provide everything a CPA or financial firm needs from an IT partner.
Endpoint protection, email filtering, MFA, and dark web monitoring to keep client financial data out of the wrong hands.
Learn more →Proactive monitoring, patch management, and a help desk that answers live, so your team stays productive through every deadline.
Learn more →Encrypted, offsite backups with tested recovery procedures. Your client data is always protected, and always recoverable.
Learn more →Secure M365 configuration, SharePoint document management, and Teams for firm-wide collaboration, fully managed.
Learn more →The IRS requires all tax preparers to create and maintain a Written Information Security Plan. It's not just a checkbox, it's a detailed document that outlines how you protect client data, respond to breaches, and train your staff.
We handle the technical requirements of your WISP, implement the controls it calls for, and keep your documentation current so you're never caught off guard by an IRS audit or a client inquiry.
One data breach can end a CPA practice. We've built our entire approach around preventing that outcome, with layered security, compliance documentation, and a team that treats your client data like it's our own.
Schedule a Free ConsultationSchedule a free 30-minute consultation. We'll review your current setup and identify any gaps in your data security.
Schedule a free consultation and let's talk about securing your firm.