For Accounting & Tax Firms · Denver Metro
IT that holds up in April.
Accounting and tax firms carry client financial data, a legal duty to protect it, and a busy season that punishes any downtime. Aweeba keeps your systems secure, documented and working, for one predictable monthly rate.
Accounting-firm IT problems come in seasons
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Tax season is the worst time to go down.
The weeks with the most work are the weeks a failed server or locked account costs the most.
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Phishing peaks when you’re busiest.
Fake client emails and fake tax notices arrive exactly when staff are rushing.
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Client data lives everywhere.
Portals, e-signature tools, email and local files all hold returns and statements.
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The security plan is a document, not a practice.
A written plan exists, but nobody’s sure it matches what’s actually set up.
What your firm has to answer for
Tax and accounting firms carry specific duties for client data. Here’s what applies.
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A written information security plan
Under the FTC Safeguards Rule, professional tax preparers count as financial institutions and must keep a written plan describing how client information is protected.
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Records you can restore
Returns and workpapers are kept for years, and have to be recoverable, not just stored.
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Client portals and e-signature
The tools you share documents through are part of your security, and need the same care as your own systems.
We’re not your compliance advisor. We make the technical side of your plan real and documented, so you can show it.
What your firm gets
Your plan, put into practice
We document the technical controls your written security plan describes, and put them in place.
MFA everywhere
On email, portals and remote access, including for seasonal staff.
Tested backups
Returns and workpapers restorable, with test restores on a schedule.
Email defense
Phishing and fake-notice emails filtered before they reach your team.
Software support
We support your tax and accounting software, and work with the vendor when a problem is on their side.
Planned for April
Updates, replacements and changes scheduled around your busy season.
Where to start
Book a free IT risk review and we’ll check your setup against your security plan. You keep the findings.
Questions accounting firms ask
Can you write our security plan?
We document the technical controls it needs and put them in place. The plan itself stays yours.
Do you support our tax software?
We support the computers, accounts and network it runs on, and work with the software vendor when the problem is on their side.
What happens if a server fails in April?
That’s why we test backups and schedule risky changes outside your busy season.
How do you handle seasonal staff?
Accounts are created with MFA for the season and closed the day they leave.
Do you work with small practices?
Yes. IT Essentials fits small, mostly cloud-based practices. How our pricing works →
Do you hold compliance certifications?
No. We align your IT to the requirements you’re held to and document it.
Ready before next season?
Book a free IT risk review and we’ll look at your setup before the busy months. Or start with a few questions about your tech.