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IT & Cybersecurity for CPAs and Accounting Firms
IRS Publication 4557 WISP, tax-season uptime, and client financial data protection for CPA and bookkeeping firms in Los Angeles.
Get a 30-min IT assessment →Elevate Solutions manages IT and security for CPA and accounting firms in Los Angeles. The IRS requires every paid tax preparer to maintain a written information security plan, and attackers time their campaigns to filing deadlines. We maintain the WISP, protect client financial records under the GLBA Safeguards Rule, and keep tax software online through busy season.
Industry Challenges We Solve
Maintaining the written information security plan (WISP) IRS Publication 4557 requires
Uptime through the January–April filing peak
Protecting client PII and financial records under the GLBA Safeguards Rule
Phishing campaigns timed to filing deadlines
Tailored Solutions
WISP, Written and Maintained
The IRS-required plan, reviewed and updated annually
Tax Season Continuity
Redundant internet, standby tax server, and a rapid-recovery SLA
Encrypted Client Portal
Secure document exchange with per-client audit trails
Compliance & Regulatory Coverage
IRS Publication 4557, the Gramm-Leach-Bliley (GLBA) Safeguards Rule, CCPA, and state tax-agency requirements.
Common Questions from Accounting Leaders
Do we really need a WISP?
Yes. IRS Publication 4557 and the FTC Safeguards Rule require a written information security plan for every paid tax preparer, and your PTIN renewal affirms you have one. We write it and keep it current as your systems change.
What if our tax software goes down on April 14?
We maintain a standby environment and an SLA-backed recovery procedure. Historically we have restored peak-day outages within 45 minutes.
How should we exchange documents with clients?
Through an encrypted portal with audit trails — not email attachments. The portal satisfies the Safeguards Rule, and the access log answers any later dispute about who received what, and when.
Serving accounting businesses in Los Angeles
A 30-minute consultation. We'll assess your environment and give you a real action plan.