CPA & Accounting Firms
Your IT provider should understand more than your computers. GO InfoTek combines complete IT support with specialized security and compliance expertise for accounting and tax practices.
Schedule an IT & Compliance ConversationAccounting firms handle financial, tax and personal information under overlapping security expectations. The practical challenge is not collecting separate programs for every framework—it is establishing one documented, maintained security program in which the controls, policies and day-to-day practices support one another.
Beyond the tax platform
Your software vendor can secure its platform. Your firm still has employees, computers, email, Microsoft 365 or Google Workspace, passwords, remote access, wireless networks, local files, scanners, backups and vendors to manage.
A secure cloud application does not automatically create a security program around it.
Readiness check
If several answers are “I’m not sure,” that tells us where to start.
Common questions
Small organizations may qualify for limited exceptions from some requirements, but smaller size does not automatically eliminate the broader obligation to protect customer information.
An IT provider may implement technical controls. Compliance also involves risk assessment, policies, governance, employee procedures and ongoing review.
Insurance transfers some financial risk. It does not substitute for the controls represented on the application.
A document that no longer reflects the real technology environment, vendors, workforce or risks has limited value.
Practical guidance, regulatory requirements and real-world cases to help CPA firms understand both what a security program should include and why it matters.
How a firm-designated Qualified Individual governs the security program, how technical providers support execution and why incident communications need a separately assigned role.
Read Article →The Safeguards Rule translated into practical program ownership, risk assessment, safeguards, testing, training and vendor oversight for accounting firms.
Read Article →A practical look at the written plan, operating controls and evidence that turn a WISP from a downloaded document into a working security program.
Read Article →Real enforcement actions show that the cost can extend far beyond a fine—including mandated security programs, independent assessments, training and years of regulatory oversight.
Read Article →A dozen employees can still mean thousands of sensitive records. Real cases show why small firm size does not eliminate security obligations or incident exposure.
Read Article →A federal court upheld the IRS's authority over e-file participation, underscoring why tax firms should treat the security of their e-file environment as an operational business risk.
Read Article →Next step
Start with a conversation about the environment you have today, what security and compliance work has already been done, and where you are uncertain.
Information on this page is provided for general informational purposes and to support security and compliance discussions. It is not legal advice.
