Tax Season Can’t Wait for IT
Accounting firms hold some of the most sensitive data there is: Social Security numbers, bank details and full financial histories. Add hard filing deadlines and remote staff, and technology has to be secure and dependable. Simplitfy supports CPA and accounting firms year-round, with extra attention when the pressure is highest.
How We Support Accounting Firms
- Security safeguards aligned with IRS Publication 4557 and the FTC Safeguards Rule
- Written information security plan (WISP) support and documentation
- Multi-factor authentication for tax software, email and remote access
- Secure client file exchange and email encryption
- Tax and accounting software support, coordinating with your vendors
- Backup and recovery of client files and tax data, including Microsoft 365 backup
- Remote work setups for seasonal and remote preparers
- Dark web monitoring for staff credentials
Further Reading
Questions
Frequently Asked Questions
Do you help CPAs meet IRS data security requirements?
Yes. We help firms put in place the safeguards described in IRS Publication 4557 and the FTC Safeguards Rule, and support your written information security plan (WISP).
Can you support us through tax season?
Yes. We plan upgrades before deadlines, monitor systems closely during peak season and prioritize issues that block preparers.
Last updated November 2026