Whether you run a solo CPA practice in Hauppauge or manage a growing accounting firm in Melville, Garden City, or Westbury—your clients trust you with their most sensitive data. That means one thing: Your cybersecurity practices must be as solid as your financial statements.
A breach doesn’t just hurt your business. It could expose client tax returns, payroll records, banking information, or even your firm’s credentials with financial institutions.
Why It Matters More Than Ever
The IRS and state agencies are cracking down on data security requirements for tax professionals. At the same time, cybercriminals are targeting accounting firms of all sizes – not just the big players.
For example, in 2023 a Long Island tax preparation service was compromised by a phishing scam that exposed hundreds of client records, triggering identity theft cases and legal action. This wasn’t a “big firm.” It was a small office with loyal clients and now, damaged reputation.
Why Accountants Need a Trusted IT Partner
Yes, your IT partner is your first line of defense. But many policies and protections require that your technology stack meets minimum cybersecurity standards before a cyber insurance provider will even write a policy.
That’s where we come in.
You need IT experts who:
• Understand accounting software, tax portals, and secure file sharing systems
• Can help ensure compliance with FTC Safeguards Rule and IRS Publication 4557
• Know what cyber insurance carriers expect to see in your systems
• Are ready to act if something suspicious shows up in your email or network
Download Our Free Cyber Readiness Checklist for Accountants
We created a simple, no-fluff checklist you can use to review your current protections and identify red flags—before the IRS or a hacker does.
✅ Review the checklist yourself
✅ Share it with your IT provider
✅ Or let us walk you through it in just 15 minutes
You don’t have to be a cybersecurity expert — but you do need to know where your risks are.
Need Help Interpreting the Results?
Let’s talk. We’ll go over your responses, help you prioritize action items, and — if needed — introduce you to a reputable cyber insurance professional who works specifically with accountants.
📞 Call us at 516.876.8761
📧 Email us at info@tech2020solutions.com
🌐 Download the checklist at INSERT LINK