Thanks for Joining Us!
2025 Mid-Atlantic Beach Retreat
We hope you were able to stop by our table and have a conversation with the “IT Lifeguards”. Even if you weren’t able to, please keep reading as we have more information and resources below!
Every CPA Firm Needs
an IT Lifeguard
Running an accounting practice without strategic IT support is like swimming in the ocean without a lifeguard. Hidden risks are everywhere — from cyber threats targeting client data to obsolete tech, uncontrolled costs, and compliance fines that can devastate your practice.
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The Unique IT Challenges Facing CPA Firms
As a CPA, you face technology challenges that other businesses don’t. Your clients trust you with their most sensitive financial data.
Client Data Protection
Tax returns, financial statements, and sensitive client information require the highest level of security.
FTC Safeguards Rule
New compliance requirements for protecting consumer financial information with strict penalties.
Seasonal Demands
Your IT needs to scale seamlessly during tax season without breaking the budget.
Software Integration
Multiple tax software, practice management, and client portals need to work together seamlessly.
How We Protect Your CPA Practice
Our services are specifically designed to address the four biggest threats facing accounting firms today.
Cyber Threats Targeting CPAs
Accounting firms are prime targets for cybercriminals seeking tax returns, financial data, and client information. We implement multi-layered security specifically designed for CPA practices.
- Email security for tax document transmission
- Secure client portal implementation
- Staff training on accounting-specific threats
Obsolete Accounting Technology
Outdated tax software, servers, and systems can crash during critical deadlines. We ensure your technology is always current and reliable when you need it most.
- Tax software lifecycle management
- Server and workstation refresh planning
- Cloud migration for accounting applications
Uncontrolled IT Costs
IT expenses can spiral out of control, especially during tax season. We provide predictable, scalable IT budgeting that aligns with your firm’s seasonal revenue patterns.
- Seasonal IT cost planning
- Software licensing optimization
- Cloud cost management for accounting apps
Compliance Fines & Penalties
The FTC Safeguards Rule and other regulations carry severe penalties for non-compliance. We ensure your firm meets all requirements and maintains proper documentation.
- FTC Safeguards Rule compliance
- IRS Publication 4557 adherence
- State-specific compliance requirements
Ready for Your IT Lifeguard?
Let IMPACT watch your IT horizon so you can focus on what you do best —
serving your clients and growing your practice.
Want Free Resources for Your Business?
Access free calculators and reports that will help your business make the best technology decisions.
