Security and data protection

Why security matters for firms

Accounting firms handle sensitive client data every day. That data flows through Remote Desktop hosts, tax software, file servers, email, scanners, and third-party portals. Each point in that path is a place where something can go wrong.

Breaches and outages do not just create short-term headaches. They can damage client trust and trigger longer term problems for the firm.

A focus on practical steps

accountIT.ai is run by someone who works inside a CPA firm and supports staff through tax season. The approach to security is based on practical work such as:

• Hardening Remote Desktop hosts and file servers.
• Rolling out multi-factor authentication and better VPN habits.
• Keeping software and operating systems updated.
• Testing backups and restores instead of assuming they work.
• Reducing broad access to client data where it is not needed.

Support for written plans

Many firms are still catching up on written policies, data security plans, and clearer standards for staff and vendors. accountIT.ai can help firms move toward better documentation and habits.

The free data security plan template on the home page is one small starting point. From there, firms can adapt it to match their own systems and risk.

Working together

The goal is not to bolt on a long list of tools. It is to help firms set a base level of protection that fits their size, then build from there as needed.

If you want to talk through your current setup, use the contact page or remote support page to start a conversation.