IT for accounting & financial firms
Protect client financial data, support FTC Safeguards Rule requirements, and keep your team working through deadline season and beyond.
The challenge
Client trust runs on secure data.
Accounting, tax, and financial firms hold exactly what criminals want: Social Security numbers, bank details, and tax records. Under the Gramm-Leach-Bliley Act, tax and accounting professionals are treated as financial institutions, and federal law requires them to keep a written plan for protecting client information.
Most firms don’t have the staff to build that program, keep it current, and keep systems running when deadlines hit. That’s where we come in.
How we help
Security and compliance built around your clients
Protection for client data
Layered protection for computers and email, multi-factor sign-in, encryption, and access controls that keep sensitive records where they belong.
A written security plan you can stand behind
Help creating and maintaining your Written Information Security Plan, risk assessments, and the records the Safeguards Rule expects you to keep.
Ready for deadline season
Proactive monitoring, tested backups, and continuity planning so a failed system doesn’t stall returns or client work.
Staff and vendor readiness
Security awareness training for your team and help reviewing the service providers that handle client information.
Related services
Services financial clients rely on
Cybersecurity
Email sign-in monitoring that stops payment fraud, and ransomware protection watched 24/7.
Compliance
Your Written Information Security Plan and the safeguards behind it.
Business Continuity
Hourly server backups, so a failed server doesn’t stall returns in April.
Managed Services
Help desk, 24/7 monitoring and patching for every workstation.
Co-Managed IT
Security tools and records behind your firm’s IT person.
FAQ
Accounting and financial IT questions
Does the FTC Safeguards Rule apply to my firm?
It applies to many businesses the FTC considers financial institutions, including tax and accounting professionals, mortgage brokers, non-bank lenders, and some financial advisors. We can help you understand what it asks of your systems; your attorney or compliance advisor has the final word on whether it applies.
Can you help us create a Written Information Security Plan?
Yes. We help you document your safeguards, assess risks, and keep the plan current as your firm and its systems change.
Do you support our tax and accounting software?
We support the computers, network, cloud services, and security your software runs on, and we work with your software vendors when issues come up.
What happens if we have a security incident?
We help contain the threat, restore systems, and document what happened. If unencrypted information of 500 or more people is involved, the Safeguards Rule requires notifying the FTC no later than 30 days after discovery, and we help you gather what that report needs.
Next step
Let’s talk about your firm.
Book a 20-minute call. We’ll ask what you’re trying to accomplish and what keeps going wrong, then tell you what we’d look at first.
Why organizations stay with Wahaya
Since 2003
Locally owned and operated in Baton Rouge
24/7
Proactive system monitoring, every day of the year
Compliance-first
Built for healthcare, nonprofits, professional firms and growing businesses