Your Clients' Financials.
Guarded Like Privilege.
We handle the WISP the IRS requires, lock down client files, set up secure 8879 exchange, and watch your systems around the clock. During tax season and every other season.
PTIN renewal asks if you have a WISP. We make yes the honest answer.
The Duty
Protecting Client Data Is Federal Law
treats CPA and tax firms as financial institutions. It requires a written security program, a designated qualified individual, risk assessments, encryption, and MFA. Non-compliance carries federal penalties.
makes a Written Information Security Plan (WISP) mandatory for every professional tax preparer, and the IRS now asks you to confirm it when you renew your PTIN.
now deny claims when MFA and documented controls are missing. The firm is left holding the loss.
A WISP in a drawer is not a security program. We build yours from the controls actually running on your network, and we keep the paperwork current for the IRS, the FTC, and your insurance carrier.
Engagement-Level Protection
Every Engagement Gets Attacked Differently
Scroll through how we defend each one.
Tax Prep & Filing
Ideal FitThe Exposure
Signed 8879s, Social Security numbers, and direct-deposit details make tax practices the top target for refund fraud and identity theft.
Our Protection
Encrypted client portals for 8879 exchange, MFA enforced on every tax platform, EFIN/PTIN safeguarding, and IRS-aligned WISP documentation that stands up to scrutiny.
Bookkeeping & CAS
The Exposure
Standing access to client bank feeds, payroll, and AP workflows makes a compromised bookkeeper the perfect wire-fraud staging ground.
Our Protection
Bank-grade email authentication, BEC monitoring on every mailbox, and payment-change verification workflows so a spoofed "updated account" request never moves money.
Audit & Assurance
The Exposure
Workpapers and confidential client financials are prime targets for espionage. A leak can end an engagement and a reputation.
Our Protection
Access locked to the engagement team, encrypted workpaper storage, and full audit trails that satisfy peer review.
Advisory & CFO Services
The Exposure
Forecasts, deal terms, and board-level financials attract targeted extortion the moment they leave your office.
Our Protection
Encrypted document exchange, secured cloud environments, and instant lockout when staff or client access changes.
What Firms Fight Daily
The Three Pressures on Every Firm
FTC Safeguards Rule
The FTC now treats your firm as a financial institution. Written program, named responsible person, MFA, encryption. Penalties are federal.
Tax Software Updates
Drake and Lacerte updates that land at night, never during a filing deadline.
Secure File Transfer
8879s and W-2s belong in an encrypted portal, not an inbox.
Common Threats We Neutralize
- IRS Tax Refund Fraud
- Spear Phishing during Tax Season
- Ransomware locking client files
Standards We Align To
We implement the mandatory "WISP" (Written Information Security Program) required by the IRS. We encrypt all drives, enforce MFA on tax software, and provide the secure portals needed to exchange 8879s with clients safely.
Why Firms Choose Datafying
Built for the Way CPA Firms Work
CPA firms are top targets for ransomware. We implement the "WISP" (Written Information Security Plan) you need for the IRS and secure your computers against tax-fraud malware.
What is a WISP, and do we really need one?
Yes, it is mandatory. IRS Publication 4557 and the FTC Safeguards Rule require every professional tax preparer to maintain a Written Information Security Plan, and the IRS now asks you to confirm it when renewing your PTIN. We build and maintain your WISP as a living document that maps to the controls actually running on your network, so it holds up in an audit instead of sitting in a drawer.
Does the FTC Safeguards Rule really apply to a firm our size?
Yes. The rule defines "financial institution" broadly, and that includes CPA firms and tax preparers of every size. Enforcement has been in effect since June 2023. It requires a qualified individual overseeing your security program, written risk assessments, encryption, MFA, and continuous monitoring. We implement each control and produce the documentation that proves it.
Can you secure QuickBooks, Drake, and Lacerte?
We support and secure the platforms firms actually run: QuickBooks (desktop and online), Drake, Lacerte, UltraTax, ProSeries, and hosted tax environments. We handle updates without downtime, enforce MFA on tax software, encrypt the drives beneath them, and back up client files so a crash in March never becomes a lost season.
How do we exchange 8879s and tax documents securely?
Never by plain email. We set up the encrypted client portals you need to exchange 8879s, returns, and source documents safely, e-signatures included, so sensitive financials never sit unprotected in an inbox. Your clients get a simple link; you get an audit trail.
What happens if something breaks during tax season?
Emergency issues get a 1-hour response, guaranteed in writing. We know exactly what a down server means on April 10th. Our team monitors 24/7/365, automatic isolation stops ransomware in seconds, and tested backups mean your client files are recoverable even in the worst case.
Get Your Firm's Free Risk Assessment
A confidential 20-minute review of your firm's exposure: client files, tax software, email, backups, and WISP compliance.
Confidential · No obligation · (470) 785-3035