Industries · CPA firms
IT and security for Houston CPA firms
CPA firms hold taxpayer data, so the FTC Safeguards Rule and IRS Publication 4557 apply and a written information security plan (WISP) is expected. HTL 365 runs your IT, secures your tax software environment and keeps the evidence that your safeguards are in place.
- MBE certifiedNMSDC
- i-SIGMA memberSecure data destruction
- CSDS-ledCertified Secure Data Specialist
- NIST SP 800-88 Rev. 2Aligned media sanitization
What you get
WISP built and maintained
A written plan that matches your firm, reviewed as things change.
Tax-season ready
Systems patched, backed up and secured before your busiest months.
Retire devices with proof
Secure, documented data destruction for old workstations and drives.
Get the free WISP checklist
A one-page checklist you can work through with your team this week.
Frequently asked questions
Do CPA firms need a WISP?
Tax professionals are expected to have a written information security plan under the FTC Safeguards Rule, and the IRS requires PTIN holders to attest to having one.
What is IRS Publication 4557?
IRS guidance on safeguarding taxpayer data, covering security controls tax professionals should have in place.
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Find your gaps before an auditor does
A free IT & security assessment: we review your devices, Microsoft 365, backups and policies, then give you a plain-English action list.