Managed IT and Cybersecurity for CPA and Accounting Firms

Accounting firms run on deadlines and confidential financial data. J&M Strategic Consulting helps CPA and accounting firms across Tampa Bay keep systems running through tax season, protect client data and meet their security obligations.

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IT challenges unique to accounting firms

Tax season can't wait. A server outage or locked-out user in March costs real money and client trust.
You hold high-value data. Social Security numbers, bank details and tax returns make accounting firms prime targets for phishing and fraud.
Security rules apply to you. Tax and accounting firms are subject to the FTC Safeguards Rule, and the IRS expects tax professionals to maintain a written information security plan (WISP).
Remote and seasonal staff need secure access without slowing down.

How J&M supports CPA firms

Proactive maintenance before busy season so updates, hardware and backups are handled ahead of deadlines.
Support for your tax and accounting applications, including coordination with software vendors.
Multi-factor authentication, email security and endpoint protection to reduce account takeover and phishing risk.
Your WISP, included in our compliance package: we write your written information security plan and keep it in line with how your systems actually work.
Secure file sharing with clients instead of unencrypted email attachments.
Backup and recovery for client files and accounting data.
Secure remote access for staff working from home or during extended hours.

Built for professional firms

Accounting is one of the industries we focus on. Our managed IT and cybersecurity services are designed for firms where confidentiality and uptime directly affect revenue. Book a free strategy call to review your firm's setup before your next busy season.

Frequently Asked Questions

Does my accounting firm need a written information security plan?

The IRS expects tax professionals to have a written information security plan, and the FTC Safeguards Rule requires covered firms to maintain an information security program. Our compliance package includes building and maintaining your WISP.

When is the best time to change IT providers?

Ideally outside tax season, so changes are complete and tested before your busiest months. Summer and early fall are common choices.

Can you support our tax software?

We support the computers, servers, networks and accounts your applications run on and work with your software vendors on application-specific issues.

Talk to a Tampa Bay IT Partner

J&M Strategic Consulting LLC · 18416 Swan Lake Dr, Lutz, FL 33558 · 1-888-950-8984 · info@getjmconsulting.com

Book a Free Strategy Call →