IT support for your industry
Financial services and accounting
Examiners, insurers, and clients all want the same thing: evidence that your controls exist and are working. We keep that evidence current.
What this fixes
Financial firms run on trust and on data that is worth stealing. A single wire-fraud email that gets through costs more than a year of IT.
The pressure is rarely a lack of intent. It is that the obligations pile up from different directions at once. The SEC and FINRA expect documented safeguards and incident response. The FTC Safeguards Rule expects a written information security program with a named person responsible for it. Tax preparers are expected to maintain a WISP under IRS Publication 4557. Your cyber insurer sends a questionnaire with forty questions, half of which you are not sure how to answer. And your own clients, particularly institutional ones, now send security reviews of their own.
Meanwhile the operational reality is a firm of fifteen to sixty people with no internal IT, a busy season that triples the workload for four months, and client data sitting in a portal nobody has audited since it was set up.
What is included
The support and controls we plan around your organization. Compare our plans.
Identity and access controls that survive an examination
Multifactor enforced everywhere, not just on email. Role-based access so a new hire does not inherit a partner's permissions. Quarterly access reviews, documented, so the answer to "who could see this and when" is a report rather than a guess.
Email and wire-fraud defense
Advanced filtering, SPF, DKIM, and DMARC enforced, external-sender warnings, and impersonation protection on partner and principal accounts. Business email compromise is the single most common way money leaves a financial firm, and it almost never involves malware.
Written information security program support
We maintain the technical sections of your WISP and keep them accurate as your environment changes, so the document on file matches the systems in the building.
Evidence on demand
Patch compliance, backup verification, endpoint coverage, and access reviews compiled into a quarterly pack. When an examiner, an insurer, or an institutional client asks, you send a document instead of starting a project.
Busy-season capacity planning
We plan for the months when everything doubles, device readiness before the season, no change windows during it, and support capacity that does not disappear the week of a filing deadline.
Client portal and file transfer that holds up
Secure sharing that your clients will actually use, because the alternative is that they email you a tax return.
Questions we get asked
Have a question about your setup? Include it in the form below.
Can you help us answer a cyber insurance questionnaire?
Yes. We answer the technical questions from your actual configuration, and we tell you plainly where the honest answer is "no, not yet", along with what it would cost to change that answer.
We already have an IT person. Do we have to replace them?
No. We work alongside internal staff regularly. Usually they keep the relationship work and the things only they understand, and we take monitoring, patching, after-hours, and the documentation nobody has time for.
Our busy season is brutal. Will you actually be there?
That is the point of the response commitments, and they do not change in March. Our own change windows move around your season, not the other way round.
Tell us what is going wrong.
Tell us about your systems, locations and current IT concerns. We support organizations in DC, Maryland, Virginia and Delaware.
- New enquiries
- (301) 850-2994
- Existing clients
- (888) 816-8119
- Office
- 1 Research Court, Suite 450, Rockville, MD 20850
Something down right now? Call (888) 816-8119 instead. A live engineer answers, day or night.