Abuzz Technologies delivers IT support and cybersecurity designed for accounting and CPA firms, ensuring compliance with IRS and FTC mandates and safeguarding your sensitive financial data for smooth operations.
Why IT Security Is Vital for Accountants
Accounting and CPA firms face strict requirements from IRS Publication 4557 and the FTC Safeguards Rule, making robust cybersecurity essential to protect taxpayer data and maintain client trust. Ignoring these standards can lead to costly penalties, reputation damage, and loss of clients.
Key Cybersecurity Strategies for Firms
To follow the official CPA Security Checklist:
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Install and auto-update firewalls and antivirus on every device.
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Enable drive encryption for all desktops and laptops so data remains safe even if devices are misplaced or stolen.
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Use strong passwords managed by a secure firm-wide password manager, with at least 12 characters for every employee.
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Require multi-factor authentication (MFA) for email, tax software, and client portals.
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Secure Wi-Fi with WPA3, update default passwords, and offer a separate guest network.
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Employ a VPN for any remote connections to protect data in transit.
Data Handling, Backup, and Storage
Encrypt client files whether stored or sent, including all attachments. Complete regular daily backups using encrypted offline and cloud storage. Maintain a device and software inventory to track all taxpayer data storage, and securely wipe or destroy any retired hardware. Shred physical files according to schedule for maximum security.
Managing Employees and Training
Ensure all staff receive security training every six months to stay vigilant against phishing and scams. Each employee must sign your firm’s security policy, and access to data should be granted strictly on a need-to-know basis and revoked immediately upon departure. Complete background checks for staff that handle sensitive information.
Continuous Monitoring and Incident Response
Review login audit logs and EFIN/PTIN usage monthly, and apply software patches within a week of release. Prepare and regularly update a written breach response plan, with clear roles and client notification templates, so your firm stays ready for any incident. Post relevant law enforcement contacts for quick reporting.
Compliance and Reliable Partnerships
Appoint a security officer and maintain an updated information security program, as required by the FTC Safeguards Rule. Conduct annual risk assessments, verify third-party vendors have written safeguard contracts, and review all safeguards yearly for best practice compliance.
Choose Abuzz Technologies for Proven Protection
Many accounting firms rely on Abuzz Technologies for seamless regulatory compliance, peace of mind, and enhanced client security. Experience the proactive IT support that leading firms trust—contact Abuzz Technologies at 215-600-0349 or visit www.supportforaccountants.com to start securing your business today.
Abuzz Technologies
Business IT Services and Support in and around Philadelphia
Phone: 215.600.0349
Email: support@abuzztech.com
Business IT Services and Support in and around Philadelphia
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