The WISP requirement
IRS Publication 4557 and the FTC Safeguards Rule make a written security plan mandatory — not optional.
CPA Firms · Ready for every tax season
Xpert Technologies provides managed IT and cybersecurity for Michigan CPA firms, including help with the IRS-required written information security plan (WISP) and tax-season readiness.
Tax season is no time to discover your IT can't keep up.
The IRS now requires every tax preparer to have a Written Information Security Plan. Meanwhile your team needs every system working at full speed from January to April. We handle both.
What IT risks worry CPA Firms most?
For most CPA firms, the pressure points are the IRS-required written security plan, systems that slow down or break in the middle of tax season, and the surge of phishing emails that arrives right when staff are busiest.
Peak-season pressure
A slow server or failed tax software update in March can cost you clients for life.
Phishing spikes with deadlines
Criminals impersonate the IRS and clients exactly when your staff is busiest.
How does Xpert help CPA Firms?
We write your WISP, put it in place and keep it current. Before tax season, we check that your systems and software can handle the load, set up secure file sharing with clients, and give you priority support when deadlines are closest.
March
is the wrong month to find out your IT can't keep up
- ✓WISP written, implemented and kept current
- ✓Pre-season capacity and software readiness check
- ✓Secure client file exchange
- ✓Priority response during tax season
For CPA Firms
Get your WISP done before the IRS asks.
Book a free tax-season readiness call. We'll review your WISP status and systems, and give you a punch list before the rush hits.
Frequently asked questions
IT for CPA Firms: your questions, answered
Short, direct answers to the 5 questions buyers ask us most.
How much does IT support cost for an accounting firm?
Every price is custom, because it depends on your network, your cybersecurity needs and the level of support your team expects. Most firms pay a predictable monthly fee instead of surprise hourly bills. Answer a few questions on our pricing page and you'll see your estimated range right away.
Do CPA firms need a written information security plan (WISP)?
Yes. The IRS requires tax preparers to have a written information security plan. We help you create one and put the protections it describes in place.
Can you make sure our systems are ready for tax season?
Yes. We review and update your systems well before the busy season, so slow computers and software problems don't cost you billable hours in March and April.
Do you support tax and accounting software?
Yes. We support the tax, accounting and document software your firm uses and handle updates and vendor calls for you.
How do you protect client tax data?
We use layered security: device monitoring, multi-factor sign-in, email filtering, staff training and tested backups. Each layer makes it harder for an attacker to reach client data.
Which Xpert services do CPA Firms rely on?
Managed IT Services for CPA FirmsCybersecurity for CPA FirmsData Backup & Recovery for CPA FirmsVoIP Phone Service for CPA Firms
What other industries does Xpert serve?
IT for Financial Advisors & RIAsIT for Law FirmsIT for Oral Surgery PracticesIT for ChurchesIT for EOS Companies
Questions about IT for CPA Firms? Contact Xpert Technologies about IT for CPA Firms.