CPA & Accounting Firms
IT, Cybersecurity & Compliance for CPA Firms
Your IT provider should understand more than your computers. GO InfoTek combines complete IT support with specialized security and compliance expertise for accounting and tax practices.
Schedule an IT & Compliance ConversationYour Firm Already Operates in a Compliance Environment.
Accounting firms handle financial, tax and personal information under overlapping security expectations. The practical challenge is not collecting separate programs for every framework—it is establishing one documented, maintained security program in which the controls, policies and day-to-day practices support one another.
What a practical program includes
Written Program
- WISP
- Risk assessment
- Incident response
- Business continuity
- Security policies
- Vendor oversight
Technical Safeguards
- MFA
- EDR
- Encryption
- Firewall security
- Secure remote access
- Tested backups
Ongoing Management
- Security training
- Phishing simulation
- Policy updates
- Risk reassessment
- Control verification
- Remediation tracking
Beyond the tax platform
Compliance Goes Beyond Your Tax Software.
Your software vendor can secure its platform. Your firm still has employees, computers, email, Microsoft 365 or Google Workspace, passwords, remote access, wireless networks, local files, scanners, backups and vendors to manage.
A secure cloud application does not automatically create a security program around it.
How GO InfoTek Helps
- Managed IT and user support
- Network and endpoint security
- WISP and policy development
- Risk assessment
- Technical support for the firm’s Qualified Individual
- Incident response and continuity planning
- Security awareness and phishing simulation
- Credential and infostealer monitoring
- Vulnerability assessments and penetration testing as applicable
Readiness check
Could Your Firm Produce These Today?
If several answers are “I’m not sure,” that tells us where to start.
- Your current WISP
- A documented risk assessment
- Evidence of MFA and access controls
- Security-awareness training records
- A written incident-response plan
- Proof that backups work and have been tested
- Documented security-program ownership
- Vendor/security oversight records
Common questions
Common Misconceptions
“We’re too small for the FTC Safeguards Rule.”
Small organizations may qualify for limited exceptions from some requirements, but smaller size does not automatically eliminate the broader obligation to protect customer information.
“Our IT company takes care of compliance.”
An IT provider may implement technical controls. Compliance also involves risk assessment, policies, governance, employee procedures and ongoing review.
“We have cyber insurance, so we’re covered.”
Insurance transfers some financial risk. It does not substitute for the controls represented on the application.
“We wrote a WISP a few years ago.”
A document that no longer reflects the real technology environment, vendors, workforce or risks has limited value.
Next step
You Don’t Have to Solve Everything Before Calling Us.
Start with a conversation about the environment you have today, what security and compliance work has already been done, and where you are uncertain.
Information on this page is provided for general informational purposes and to support security and compliance discussions. It is not legal advice.