IT for Accounting & Tax Firms
Secure, dependable IT for firms trusted with sensitive financial and taxpayer data.
GreyFalcon provides managed IT, cybersecurity, backup, Microsoft 365,
and compliance-readiness services for accounting firms, tax practices,
bookkeeping businesses, and other firms that cannot afford technology
problems when deadlines matter.
Accounting and tax firms operate under a different kind of pressure.
Your technology has to work during tax season, protect sensitive
client information, support remote and cloud-based workflows,
and stand up to increasing scrutiny from insurers, clients,
regulators, and software vendors.
The risk is not limited to a computer going down.
A weak control, failed backup, compromised account, or inaccurate
security attestation can become a business problem very quickly.
Sensitive Data
Taxpayer & Financial Information
Accounting and tax firms routinely handle information that is
valuable to criminals and damaging to clients if exposed.
Access, storage, email, devices, and backups all need to be protected.
Deadlines
Tax-Season Continuity
Technology interruptions are never convenient, but during filing
deadlines they can directly affect revenue, client service,
staff workload, and the reputation of the firm.
Accountability
WISP & Security Requirements
Written security plans and insurance questionnaires increasingly
ask firms to describe specific safeguards. Those answers should
match what is actually implemented and maintained.
Written Information Security Plan
A WISP should describe reality — not aspiration.
A Written Information Security Plan is useful only when the safeguards,
responsibilities, procedures, and controls described in it correspond
to the actual technology environment.
GreyFalcon helps firms connect the written plan to the systems,
accounts, backups, policies, and technical controls that support it.
Document
Identify responsibilities, systems, data, risks,
safeguards, procedures, and response expectations.
Verify
Confirm that the controls named in the plan actually exist,
are configured properly, and are being maintained.
Maintain
Update the plan and supporting evidence as systems,
staff, vendors, risks, and business operations change.
Cyber-Insurance Readiness
The application is not the time to discover that a security control does not exist.
Cyber-insurance applications and renewals increasingly ask about MFA,
backups, endpoint protection, email security, administrative controls,
incident response, and other safeguards.
GreyFalcon helps verify what is in place before someone is asked to state
that the business has a control it cannot actually demonstrate.
Review the questions
Translate insurance language into practical technical requirements.
Verify the environment
Confirm which safeguards exist, where gaps remain,
and what evidence is available.
Address the gaps
Correct missing or weak controls before renewal,
attestation, or an incident exposes the discrepancy.
Managed IT
IT support that understands the operating rhythm of the firm.
Accounting and tax practices need more than someone to call
when a computer stops working. The environment has to remain stable,
secure, recoverable, and supportable throughout the year.
Workstations & Support
Monitoring, maintenance, patching, troubleshooting,
remote support, device lifecycle planning, and support
for the staff using the systems every day.
Microsoft 365
Email, identities, MFA, licensing, account security,
administrative management, and protection of cloud-based data.
Network & Infrastructure
Firewalls, internet connectivity, servers, workstations,
wireless networks, remote access, and technology refresh planning.
Backup & Recovery
Backup is not complete until recovery has been tested.
Tax documents, accounting data, client records, email,
and business systems have to be recoverable after hardware failure,
ransomware, accidental deletion, or another disruptive event.
Protected Copies
Maintain backup copies separated from the systems and credentials
an attacker or failed device could compromise.
Restore Testing
Verify that files, systems, and cloud data can actually be recovered
rather than assuming a successful backup notification is enough.
Continuity Planning
Understand what has to be restored first, how long the firm
can reasonably operate without it, and what alternatives exist.
Security controls should work together.
No single product secures an accounting or tax practice.
Protection comes from layers that reduce different kinds of risk.
Identity
MFA, secure account administration, password management,
access review, and protection of privileged accounts.
Endpoint & Email
Endpoint detection, malware protection, email safeguards,
phishing resistance, patching, and security monitoring.
Recovery & Response
Backup, recovery planning, incident procedures,
documentation, and preparation for situations where
prevention alone is not enough.
Deadline Pressure
Your office has enough chaos. IT should not add to it.
Technology should make the work easier to complete, not become
another urgent problem during filing season, payroll processing,
month-end close, or a client deadline.
A strong fit for smaller accounting and tax firms.
GreyFalcon is designed for firms that need serious IT management
and cybersecurity without maintaining a full internal IT department.
Accounting Firms
Firms managing financial data, client records,
Microsoft 365, accounting applications, remote access,
and daily operational support.
Tax Practices
Practices with seasonal workload spikes, taxpayer information,
tax software, security requirements, backup needs,
and high sensitivity to downtime.
Bookkeeping & Payroll
Businesses handling ongoing client financial information,
cloud applications, email, identities, workstations,
and secure client communications.
Does your written security plan match what is actually happening?
If you are reviewing your WISP, preparing for cyber-insurance renewal,
worried about backup or security gaps, or simply want to know whether
the firm’s technology is being managed properly, start with a Cyber Risk Review.