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CPA, Tax & Accounting Firms

CPA, Tax & Accounting Firms

IRS Written Information Security Plan (WISP), high-speed CCH/UltraTax/QuickBooks hosting & phishing-resistant MFA. Coverage: FTC Safeguards Rule; IRS Written Security Plan (WISP); AICPA Standards.

CPA and accounting firm IT support and cybersecurity - Emry Networks
⚡ WHY HIRE EMRY NETWORKS • EXECUTIVE CAPABILITY BRIEF & RESUME

Why Should CPA, Tax & Accounting Firms Hire Emry Networks Over Another IT Company?

Most local IT companies are built for basic office Wi-Fi and password resets — not fast CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent, SafeSend, ProSystem fx, ProConnect, CaseWare & SmartVault client portals performance, FTC Safeguards Rule • IRS Written Security Plan (WISP) • AICPA Standards compliance, or stopping modern cyber threats before they disrupt your day. Below is our resume for CPA, Tax & Accounting Firms: the 4 biggest IT and compliance headaches we solve, how Defensible IT protects your organization better than standard IT, and why leaders across Jacksonville & St. Augustine, FL, Manchester, NH, and all 50 states trust Emry Networks.

CISSP-Certified Security Leadership
Led by founder Joe Tucker — giving your organization dedicated IT, cybersecurity, and compliance specialists without hiring an in-house IT director.
24x7 Threat Detection & Response
Round-the-clock US-based security monitoring, backed by CrowdStrike EDR and managed detection and response (MDR), that isolates suspicious activity fast — even at 2 AM or on weekends.
We Own Your Software & Vendors
Full support for CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent, SafeSend, ProSystem fx, ProConnect, CaseWare & SmartVault client portals — we call the vendors so managing partners, CPAs & seasonal tax preparers never sit on hold.
Signed Agreements & Audit Binder
We sign required compliance agreements and maintain a live, year-round evidence binder (Complete FTC Safeguards & IRS Written Information Security Plan (WISP)).
Local Teams + All 50 States
Local support in Jacksonville & St. Augustine, FL and Manchester & Nashua, NH • 24x7 support across all 50 states.
1. The 4 Biggest IT, Cybersecurity & Compliance Headaches for CPA & Tax Firms — And How Emry Solves Them
BUILT FOR MANAGING PARTNERS, CPAS & SEASONAL TAX PREPARERS
PAIN POINT 01 • CPA & TAX FIRMS
✓ SOLVED BY EMRY DEFENSIBLE IT

Slow Tax-Season Servers, Locked Return Files & Vendor Finger-Pointing

✕ Why Most IT Companies Fall Short:
General IT companies don’t know CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent, SafeSend, ProSystem fx, ProConnect, CaseWare & SmartVault client portals — leaving managing partners, CPAs & seasonal tax preparers waiting on hold while your IT company blames the software vendor (Tax-season CCH Axcess, UltraTax & QuickBooks outages across every workstation).
✓ How Emry Networks Solves It:
We configure high-speed network lanes for your core systems (High-Speed Dedicated Servers for CCH Axcess, UltraTax, Lacerte & QuickBooks), call and manage your software vendors directly, and keep fast backup recovery ready.
PAIN POINT 02 • CPA & TAX FIRMS
✓ SOLVED BY EMRY DEFENSIBLE IT

Shared Passwords, Flat Office Wi-Fi & Ransomware Targeting CPA & Tax Firms

✕ Why Most IT Companies Fall Short:
Shared office Wi-Fi and basic passwords. Old vendor accounts and untested backups. Many offices run guest Wi-Fi, scanners and printers, and main servers on one shared network with basic text-message codes that hackers easily bypass.
✓ How Emry Networks Solves It:
We separate your guest Wi-Fi, scanners and printers, and business servers onto protected networks, secure staff logins against phishing, remove former staff access promptly, apply critical updates the same day, and back your systems with CrowdStrike EDR and 24x7 MDR to isolate threats fast.
PAIN POINT 03 • CPA & TAX FIRMS
✓ SOLVED BY EMRY DEFENSIBLE IT

Fill-in-the-Blank Policy Binders That Fail FTC Safeguards Rule Audits & Cyber Insurance Checks

✕ Why Most IT Companies Fall Short:
Standard IT providers hand you a blank policy binder to fill out yourself and never test whether your backups can actually be restored after an outage — leaving you exposed to FTC Safeguards penalties, required breach notices & IRS EFIN/PTIN suspension risk.
✓ How Emry Networks Solves It:
We sign required compliance agreements, handle your annual risk assessments, run restore tests on your backups at least quarterly (or weekly or monthly, based on your risk), and keep your live 365-day compliance binder updated automatically all year long (Designated Security Coordinator Support & Complete IRS / FTC Audit Evidence Binder).
PAIN POINT 04 • CPA & TAX FIRMS
✓ SOLVED BY EMRY DEFENSIBLE IT

Slow Helpdesk Ticket Queues & Surprise Hourly Compliance Fees

✕ Why Most IT Companies Fall Short:
Waiting hours in a helpdesk ticket queue does not work when managing partners, CPAs & seasonal tax preparers have clients waiting — and many IT companies charge extra for cybersecurity, backups, or audit help.
✓ How Emry Networks Solves It:
Our all-inclusive Defensible IT partnership includes priority support for managing partners, CPAs & seasonal tax preparers, 24x7 security monitoring, phishing-resistant logins, tamper-proof backups, and complete compliance support for one predictable monthly rate.
2. Why "Defensible IT" Is Better Than Normal IT for FTC Safeguards Rule • IRS Written Security Plan (WISP) • AICPA Standards
INCLUDED IN OUR STANDARD SERVICE
Why Normal IT Leaves You Exposed (And How Defensible IT Protects Your Business Every Day):

Normal IT companies only react after something breaks and treat security or compliance as expensive add-ons — leaving you scrambling when an auditor, client, or cyber insurance carrier asks for proof of Tax Software Login Security, IRS Written Security Plan, 24x7 Tax-Season Protection, and Client Tax Data Protection. Emry’s Defensible IT builds those protections into your daily operations from Day 1, keeping your systems fast, your data safe, and your compliance documentation updated automatically all year long.

What Matters Most
Standard Local IT Company
Emry Networks (Defensible IT)
Industry Software & Vendor Support
✕
Blames your software or equipment vendor; leaves managing partners, CPAs & seasonal tax preparers waiting on hold
✓
Complete support for CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent, SafeSend, ProSystem fx, ProConnect, CaseWare & SmartVault client portals + fast priority response
24x7 Cybersecurity & Threat Response
✕
Business-hours ticket queue; overnight alerts sit unread until morning
✓
24x7 US-based monitoring with CrowdStrike EDR and MDR that isolates threats fast
Staff Logins & Employee Offboarding
✕
Shared passwords or basic text-message codes; old staff accounts left active
✓
Phishing-resistant multi-factor logins + prompt access removal when staff leave
Office Networks & Security Updates
✕
Guest Wi-Fi, scanners and printers, and main servers share one network; monthly updates
✓
Separated, protected networks (High-Speed Dedicated Servers for CCH Axcess, UltraTax, Lacerte & QuickBooks) + same-day critical updates
Compliance & Cyber Insurance Proof
✕
Hands you a blank policy binder to fill out yourself; charges extra for audit prep
✓
Complete FTC Safeguards & IRS Written Information Security Plan (WISP) + Designated Security Coordinator Support & Complete IRS / FTC Audit Evidence Binder included
Backups & Fast Disaster Recovery
✕
Untested cloud backups that can take days to restore after an outage
✓
Tamper-proof backups with restore tests at least quarterly, or weekly or monthly based on your risk
LOCAL ON-SITE & NATIONWIDE 24x7 SUPPORT FOR CPA & TAX FIRMS
Searching for an "IT Company for CPA, Tax & Accounting Firms Near Me"?

Emry Networks combines responsive local on-site support in Northeast Florida (Jacksonville, St. Augustine, Ponte Vedra Beach, Nocatee, Orange Park, Fleming Island, Mandarin, Southside, Jacksonville Beach, Duval & St. Johns County) and New England (500 N Commercial St Suite 502, Manchester, NH 03101, Bedford, Nashua, Concord, Portsmouth, Salem & Greater Boston) with 24x7 US-based security monitoring and complete compliance support across all 50 states.

✓ Direct Specialist Support:(603) 202-3200
✓ 90-Day Onboarding Plan: Clear Before-and-After Results
Request Custom CPA & Tax Firms IT & Compliance Proposal →
⚡ DEFENSIBLE IT COMPLIANCE & RISK ASSESSMENT • FTC Safeguards Rule • IRS Written Security Plan (WISP) • AICPA Standards

2026 Compliance Readiness Assessment & Risk Calculator (CPA, Tax & Accounting Firms)

Switch between our Framework Compliance Readiness Assessment and General Cyber Posture Assessment to benchmark your live controls and download a scored PDF report.

Book 15-Min Audit Review →
2026 COMPLIANCE READINESS CHECKLIST • 10 CORE CONTROLS (CPA & TAX FIRMS)

Verify Your Active CPA & Tax Firms Controls — Live Readiness Score & Custom PDF Report

LIVE SCORE: 0% (0/10 • RED ZONE)
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
UNVERIFIED GAP
10 Control Gaps Identified: Answer Yes, Partial, or No for each control above, then schedule a 15-minute review or download your PDF report.
Email My Scored Assessment Report:Instant PDF Delivery • Confidential Assessment
Instant delivery with your custom gap analysis
BREACH IMPACT & REGULATORY EXPOSURE CALCULATOR

Downtime, Recovery & Compliance Cost Calculator (CPA, Tax & Accounting Firms)

● Illustrative Estimate Based on Your Inputs
35 Staff / Computers
5 Seats50 Seats125 Seats250 Seats
3. Select Active Security & IT Stack:
EST. DOWNTIME & RECOVERY$171,7504d avg outage • Tax-season CCH Axcess, UltraTax & QuickBooks outages across 35 seats
REGULATORY & NOTICE EXPOSURE$118,244FTC Safeguards penalties, required breach notices & IRS EFIN/PTIN suspension risk
EST. ANNUAL AUDIT PREP TIME171 Hrs/YrAutomated IRS Written Security Plan (WISP), FTC Qualified Individual reports & PTIN renewal proof (171 hrs/yr)
SAMPLE AUDIT EVIDENCE & DELIVERABLES

Sample Audit Evidence Binder & Shared Responsibility Matrix (CPA, Tax & Accounting Firms)

✓ Sample Deliverables
Security AreaProtection We Put in PlaceProof Provided for Audits & InsuranceStatus
Tax Software Login SecurityPhishing-Proof Multi-Factor MFA on CCH Axcess, UltraTax, Lacerte, QuickBooks & EmailVerified Preparer Login & Access Log✓ LIVE SYNC
IRS Written Security PlanUp-to-Date IRS Written Information Security Plan (WISP) & Designated Security CoordinatorLive IRS WISP Binder & Annual Test Report✓ LIVE SYNC
24x7 Tax-Season Protection24x7 Live Threat Monitoring & Same-Day Critical Software Updates During Tax Season24x7 Security Response & Same-Day Update Log✓ 24x7 MONITORED
Client Tax Data Protection365-Day Tamper-Proof Activity Logs & Breach Response Readiness365-Day Audit Trail & Annual Drill Record✓ 90-DAY VERIFIED
Security & Compliance DomainStandard Local MSPEmry Defensible IT
Written Security Plan & Annual Risk Review✕ Handed a blank PDF template to fill out yourself✓ Emry writes, updates & maintains your live binder
Vendor Access & Former Staff Offboarding✕ Old accounts stay active until someone remembers✓ Prompt account removal across all systems
After-Hours & Weekend Cyber Threat Response✕ Voicemail or a next-morning ticket queue✓ 24x7 live security team (EDR + MDR) isolates threats fast
Tested Backup Restores✕ Backups are rarely tested until an outage hits✓ Restore tests at least quarterly, or weekly or monthly based on your risk
EXAMPLE SCENARIO (ILLUSTRATIVE, NOT A CLIENT RESULT)
STEP 1 • ALERT TRIGGEREDSuspicious Login Detected

Unusual login attempt spotted from an unrecognized location.

STEP 2 • THREAT FLAGGEDHidden Email Rule Blocked

Unauthorized email forwarding rule immediately blocked.

STEP 3 • DEVICE ISOLATEDComputer & Account Locked

Affected computer isolated and login sessions reset.

STEP 4 • OFFICE PROTECTEDSpread Contained

Threat contained before it could spread to other computers.

EXAMPLE SCENARIO (ILLUSTRATIVE, NOT A CLIENT RESULT) • 38-Person Regional CPA & Tax Advisory Firm

Emry has stopped real attacks for clients before they spread, saving them major recovery costs. The scenario below is an example to show how we work.

1. Starting Point:

Needed an IRS Written Information Security Plan (WISP), while dealing with slow remote UltraTax logins.

2. Gaps Found in the First Assessment:

A security test bypassed basic text-message login codes; unencrypted client K-1 tax files were found on staff laptops.

3. Defensible IT Remediation:

Upgraded to phishing-proof logins, built a fast dedicated UltraTax/CCH server environment & wrote a live IRS WISP.

4. Goal:

A current IRS WISP, FTC Safeguards documentation, and faster, more reliable remote tax software.

THE EMRY DEFENSIBLE IT STANDARD • INCLUDED BASELINE

One Complete Cyber & Compliance Standard (CPA & Tax Firms)

✓ All 3 Pillars Included • Every Engagement
PILLAR 01 • 24x7 CYBER DEFENSEINCLUDED IN EVERY ENGAGEMENT

24x7 Live Security Monitoring & Fast Response

Round-the-clock threat monitoring, phishing-resistant staff logins, and same-day security updates.

  • ✓ 24x7 US Security Team, CrowdStrike EDR & MDR
  • ✓ Phishing-Resistant Multi-Factor Staff Logins
  • ✓ Same-Day Security Updates for Critical Software
  • ✓ Advanced Email & Wire-Fraud Protection
✓ Pillar 01 Included in Standard Baseline
PILLAR 02 • NETWORKS & FAST RECOVERYALWAYS-ON CONTINUITY

Separated Office Networks & Fast Backup Recovery

Dedicated high-speed networks, prompt staff offboarding, and tamper-proof backups built for CPA & Tax Firms.

  • ✓ High-Speed Dedicated Servers for CCH Axcess, UltraTax, Lacerte & QuickBooks
  • ✓ Prompt Account Removal When Staff Leave
  • ✓ Tamper-Proof Backups with Fast Recovery
  • ✓ Tamper-Proof Backups & Regular Restore Tests
✓ Pillar 02 Included in Standard Baseline
PILLAR 03 • TURNKEY COMPLIANCEAUDIT-READY DOCUMENTATION

Turnkey CPA & Tax Firms Compliance & Audit Support

Complete audit-ready documentation, year-round evidence tracking, and guided audit support.

  • ✓ Complete FTC Safeguards & IRS Written Information Security Plan (WISP)
  • ✓ Live 365-Day Audit & Cyber Insurance Evidence Binder
  • ✓ Designated Security Coordinator Support & Complete IRS / FTC Audit Evidence Binder
  • ✓ Dedicated Security Advisor & Guided Audit Support
✓ Pillar 03 Included in Standard Baseline
TWO WAYS TO DEPLOY THE EMRY STANDARD • CO-MANAGED OR FULL TURNKEY IT

Deploy all 3 pillars above as a Turnkey Cyber & Compliance overlay alongside your internal IT team, or include Unlimited US Helpdesk & Day-to-Day Managed IT under one roof.

Schedule 15-Min Compliance & Pricing Review →

Frequently asked questions

Do you support CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent and SafeSend?

Yes. We support CCH Axcess, UltraTax CS, Lacerte / Drake, QuickBooks Ent, SafeSend, plus ProSystem fx, ProConnect, CaseWare & SmartVault client portals. We call and manage those software vendors directly, so your managing partners, CPAs & seasonal tax preparers are not left on hold.

Which compliance requirements do you cover for CPA and accounting firms?

FTC Safeguards Rule; IRS Written Security Plan (WISP); AICPA Standards. We sign the required agreements and keep a live, year-round evidence binder (Complete FTC Safeguards & IRS Written Information Security Plan (WISP)).

How fast do you respond to a security threat?

Our 24x7 US-based security team uses CrowdStrike EDR and managed detection and response (MDR) to watch your computers and accounts around the clock and isolate suspicious activity fast, including nights and weekends.

How does onboarding work?

We follow a 90-day plan. Days 1 to 30: we map your systems, install 24x7 protection and run a baseline risk assessment. Days 31 to 60: we set up secure logins, separate your office networks and write your security policies. Days 61 to 90: we test your backups and run a second assessment to show the before-and-after improvement.

Where do you provide support?

We provide local on-site support in Northeast Florida (Jacksonville and St. Augustine) and New England (Manchester and Nashua, NH), plus 24x7 remote IT and cybersecurity support in all 50 states.

Need more clarity?

Reach out and we'll walk through your specific situation

Ready to see what's actually running

Let's talk about your environment and what compliance readiness really means