A small professional office is a handful of staff, a stack of sensitive client data, and a regulator who expects it protected. CPA firms answer to the FTC Safeguards Rule and the IRS. Insurance agencies answer to the FTC and their carriers. Law firms answer to the State Bar. We run the technology and the security controls each of those expects, and a real local person answers when you call.
Tax and accounting firms: UltraTax, Lacerte, Drake, QuickBooks, and the WISP the FTC and IRS require.
Independent agencies: Applied Epic, AMS360, EZLynx, HawkSoft, carrier portals, FTC Safeguards.
Clio, MyCase, PracticePanther, NetDocuments, and the technical security your Rule 1.6 confidentiality duty implies.
Mortgage brokers and other firms that touch consumer financial data are covered too. See what the rule requires.
Not every office answers to a named federal rule, but plenty sit on sensitive client data and carry their own duties: state privacy law and PCI obligations for real estate and property management, and contractual security terms from the partners and carriers you work with. We bring the same fast, remote-first support and protection, matched to your situation rather than a checklist that doesn't fit.
Based in Menifee. Fast remote fixes, plus on-site across SW Riverside County when needed, not a faceless national help desk.
We run the technical safeguards and the security program behind them, and partner for formal attestation.
One specialist who knows your office and your software, not a rotating ticket queue.
Your WISP is only as real as the IT behind it. A plain guide for Temecula and Murrieta CPA, tax, and insurance firms on MFA, encryption, and FTC Safeguards readiness.
Read more →If your CPA, accounting, or insurance office holds clients' financial information, the FTC Safeguards Rule almost certainly applies to you. Here's what it requires, in plain English.
Read more →Book a free, 20-minute call. No obligation, no sales pressure, and no jargon.
