IT and cybersecurity for tax preparation practices
Tax preparers hold some of the most sensitive data there is. We help practices in Bloomfield and across Essex County protect taxpayer information and stay reliable through busy season.
Common challenges
Highly sensitive data
Social Security numbers, bank details, and income records make tax practices an attractive target for criminals.
Security obligations
Federal rules, including the FTC Safeguards Rule, expect tax preparers to maintain a written information security program.
Busy-season pressure
Downtime or a security incident during filing season can be costly, so systems need to be dependable.
Seasonal staff
Temporary workers need access quickly, and that access must be removed just as quickly when they leave.
Practical IT and security, sized to your practice
- A written information security plan tailored to your practice
- Multi-factor authentication, encryption, and secure client file exchange
- Reliable backups and tested recovery before filing season starts
- Fast, controlled onboarding and offboarding for seasonal staff
- Phishing awareness, including fake client and IRS-style messages
- Updated, protected workstations and a secured office network
Ready before the season starts
We recommend a security and systems review ahead of busy season, so problems are fixed while there is still time and your team can focus on clients.