For accounting firms
Tax documents, payroll files, client portals, and payment instructions all depend on clear security responsibilities. We help accounting and bookkeeping firms understand what their IT providers cover, what needs attention, and who should act.
Our independent, fixed-fee review examines your IT agreements and available security records. You receive clear findings and practical priorities for client information, staff access, payment workflows, and recovery. See the full scope and deliverables.
We agree what to review, which providers need to participate, the records needed, the fee, and the schedule. The review uses agreements and records without connecting to or testing live systems.
Compare agreements and available records across your IT provider, tax software, payroll tools, and client portal. Clarify who handles updates, security alerts, administrator access, and after-hours support.
Review who approves access to client files, tax software, and payroll systems. Check documented sign-in protection, temporary access arrangements, and how accounts are closed when an assignment ends.
Review the documented access and sharing settings for client portals, email, and shared folders. Clarify who can download or share files and how access is removed when a client or staff relationship ends.
Review who approves payment and payroll changes, how new bank details are verified, and what protects the email accounts involved. A focused Wire and Escrow Fraud Defense Review can be scoped separately.
Review recovery-test records for client files and the tools used for tax, bookkeeping, and payroll work. Check recovery times, the age of restored data, and who coordinates recovery across providers.
Your report combines executive findings, a security confidence scorecard, and a 30/60/90-day roadmap. We explain what to address first, who should take each step, and what records will show progress.
Use the report with your team or provider. Optional oversight and ongoing security leadership are scoped separately. We do not assess work we planned or supported, operate your systems, or take commissions or referral fees. Our independence commitments.
Conclusions are limited to the agreed scope and evidence reviewed. This is not a compliance certification or a guarantee of security. Missing records and material disagreements are stated in the report. How review and corrections work.
We review operational security. This engagement does not determine whether your firm meets tax, privacy, or professional requirements. Your legal and compliance advisers address those obligations.
Use the free Security Self-Check to identify questions for your IT team or provider.
For an inquiry, describe the decision, systems or providers involved, and timing. Do not send tax returns, payroll files, bank details, access credentials, or other confidential material.
Starting or growing a firm? Explore our review for new and growing businesses. We also have pages for law firms and medical and dental practices.
Tell us what you need help understanding. We reply within two business days. Start with a free 30-minute scoping call, or discuss the scope by email if you prefer. You receive a written fixed-fee quote before work starts.
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