IT for accounting firms, ready for tax season.
Your systems hold clients’ financial and tax records, and your busiest weeks leave no time for IT problems. We set things up so they’re secure, documented and ready before the rush.
Already know what you need? Request a quote
What we do
What’s included
Account protection
MFA everywhere and safer admin access, the controls insurers and regulators ask about first.
Fraud-resistant email
SPF, DKIM, DMARC and impersonation protection to cut fake invoice and payment-change emails.
Secure client file exchange
Encrypted sharing of tax documents instead of attachments and personal email.
Written security plan support
Help documenting your safeguards, such as the written information security plan many tax and accounting firms are expected to keep.
Season-ready checklist
Licences, devices, backups and access reviewed before your busy season, not during it.
Seasonal staff
Fast, safe onboarding and offboarding for temporary and seasonal team members.
A good fit if
Is this for you?
- You prepare tax returns or handle client financial records
- An insurer or regulator has asked about your safeguards
- Your team shares client documents by email
- You bring on seasonal staff
What you get
At the end of it
- Core security controls switched on and documented
- A safer way to exchange files with clients
- Evidence you can use for your written security plan
- A pre-season IT checklist, done
FAQ
Common questions
Does an accounting or tax firm need a written information security plan?
Most do. Under the FTC Safeguards Rule, tax preparers and many accounting firms are expected to keep a written information security plan. We help you document the technical safeguards in it; for legal questions about what your firm must do, check with your advisor.
How can we send tax documents to clients securely?
With encrypted file sharing through your Microsoft 365 or Google Workspace, instead of email attachments or personal email accounts.
How do we stop fake invoice and payment-change emails?
Email authentication (SPF, DKIM and DMARC), impersonation protection and a simple call-back rule for any change to payment details.
When should we get IT ready for tax season?
In the months before it. We review licences, devices, backups and access ahead of your busy season, so nothing has to be fixed during it.
Related
Security & Compliance
MFA, email protection, backups and a written plan your insurer and clients will accept.
Learn moreManaged IT Support
One flat monthly fee for help when your team needs it, plus the routine work nobody owns.
Learn moreLaw firms
Protect client confidentiality, stop email impersonation and keep matters organised and retained.
Learn moreFind out where your IT stands, in 30 minutes.
A free call with an IT specialist: what’s working, what’s at risk and what we’d fix first. No obligation.
Prefer to talk? Call 773-770-5033
or email support@enkicube.com