Secure Support For Accounting Firms
Accounting and CPA firms are now regulated like financial institutions: the FTC Safeguards Rule and IRS Publication 4557 require a written security plan and real controls behind it. SecureLynx builds that foundation and keeps your systems secure, organized, and dependable through every tax-season peak.
The FTC Safeguards Rule applies to your firm. A WISP is not optional.
Since June 2023, the FTC Safeguards Rule has treated every tax and accounting firm as a financial institution, with no size exemption: even a solo preparer with one client must maintain a Written Information Security Plan (WISP), and you now confirm you have one each time you renew your PTIN. Civil penalties run over $50,000 per violation, per day, and most firms find out they are short only after a breach. SecureLynx puts the plan and the controls in place before that happens.
What the rule requires
- A Written Information Security Plan, reviewed at least annually
- A designated person responsible for the security program
- Multi-factor authentication on systems holding client data
- Encryption of client data at rest and in transit
- A documented risk assessment and incident response plan
- Oversight of vendors and software that touch client data
Where SecureLynx comes in
- We build and maintain your WISP, mapped to the rule and IRS Publication 4557
- We stand up the controls behind it: MFA, encryption, EDR, access control, and tested backups
- We organize the evidence an examiner or cyber-insurer asks to see
- We are not your auditor. We get you ready for one.
Accounting operations need security and stability under pressure.
Tax deadlines, reporting cycles, client files, portals, and secure communication all depend on a strong technology foundation. SecureLynx helps accounting teams reduce risk and support users through peak demand.
Client Confidentiality
- Protect tax, payroll, and financial records
- Strengthen email, endpoint, and cloud security
- Support access control around client documents
- Reduce risk from weak passwords and unmanaged devices
Peak Season Reliability
- Keep systems responsive during high-demand periods
- Support staff quickly when issues arise
- Reduce preventable workstation and network problems
- Plan capacity around seasonal workload spikes
Document Workflows
- Support secure portals and shared files
- Improve Microsoft 365 and cloud access control
- Clarify data storage and retention ownership
- Reduce confusion around document versions and access
Recovery Readiness
- Protect firm and client data with backup planning
- Clarify recovery priorities before an incident
- Prepare for outages, ransomware, and hardware failure
- Improve continuity around deadline-driven work
Stability and security during the periods that matter most.
Tax season doesn’t accommodate technology failures. Accounting firms need systems that hold up under seasonal pressure, protect client financial data, and keep staff productive across portals, documents, and secure communication. SecureLynx applies managed IT, email and endpoint security, and compliance-aligned operations to the specific demands of accounting work, including the ones that get harder when a deadline is twelve hours away.
Managed IT
Structured support for users, endpoints, systems, vendors, documentation, and operational stability.
Learn More →Cybersecurity
Layered protection for identities, workstations, networks, cloud access, email, and sensitive business data.
Learn More →Compliance
Practical security and operational alignment for organizations facing compliance, audit, or insurance expectations.
Learn More →Cloud Solutions
Secure cloud, Microsoft 365, remote access, identity, migration, and collaboration support.
Learn More →Disaster Recovery
Backup planning, recovery readiness, continuity awareness, and response preparation for critical systems.
Learn More →Support & Monitoring
Responsive help, proactive awareness, device visibility, and clearer service ownership.
Learn More →Industry-specific needs. Operationally consistent outcomes.
Accounting IT, answered.
How do you protect client financial data?
We protect the systems that touch financial records with endpoint and email security, multi-factor authentication, controlled access, and encryption, and we keep backups so a bad day does not become a lost return.
Can you keep us running through tax-season peaks?
Yes. We focus on reliability and responsive support during deadline pressure: monitored systems, fast triage on anything that blocks work, and recovery planning so a failure twelve hours before a filing is recoverable rather than catastrophic.
Can you help with the FTC Safeguards Rule or cyber-insurance requirements?
Yes. The FTC Safeguards Rule and IRS Publication 4557 both require a Written Information Security Plan, and since 2023 you confirm you have one each time you renew your PTIN. We build and maintain that WISP, put the supporting controls in place (multi-factor authentication, encryption, access control, tested backups, vendor oversight, and an incident response plan), and organize the documentation insurers and examiners expect. We are not your auditor, but we get you ready for one.
What areas do you serve?
SecureLynx serves the Santa Clarita Valley and the surrounding region: the full San Fernando Valley, Pasadena, Glendale, Burbank, Palmdale, Lancaster, Castaic, Ventura, and the communities in between. On-site response is fastest in the Santa Clarita Valley; elsewhere in the service area, on-site timing varies with distance and conditions.
How quickly will you respond when something goes wrong?
We target a 30-minute first response to remote requests. From there each ticket is triaged by severity: a critical outage or security issue is worked immediately toward same-business-day resolution, while lower-priority requests are scheduled against defined response and resolution targets. Specific commitments are set in your service agreement.
Build a stronger technology foundation for your organization.
SecureLynx helps translate industry pressure into a practical technology, security, support, and recovery plan.