CPA & Accounting IT Services

IT That Protects
Your Clients’ Data

Your firm handles SSNs, tax returns, bank statements, and financial records for hundreds of clients. The IRS requires you to have a written data security plan. Your state board expects it. Your clients assume it. Lewis IT makes sure you actually have one.

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What Keeps Accounting Firms Up at Night

Tax season is stressful enough without worrying about whether your client data is secure. These are the IT problems most CPA firms live with — and the ones we solve.

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Tax Returns Sent Over Unencrypted Email

Clients email you W-2s, 1099s, and bank statements. Your staff emails back completed returns. None of it is encrypted. One compromised inbox and hundreds of SSNs are exposed. We deploy secure client portals and email encryption that protect data without slowing down your workflow.

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No Written Information Security Plan

IRS Publication 4557 requires every tax preparer to have a written data security plan. GLBA’s Safeguards Rule applies to you too. Most small firms don’t have either document — until an examiner asks. We create and maintain living security documentation so you’re always audit-ready.

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Tax Season Phishing and Wire Fraud

CPA firms are prime targets during tax season — fraudulent refund requests, spoofed client emails, and W-2 theft schemes. The IRS has documented these attacks extensively. We deploy phishing training, email authentication, and verification workflows that catch fraud before it costs you.

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Client Data on Unprotected Laptops

Staff accountants working from home or visiting clients carry laptops with years of tax returns, SSNs, and financial statements — with no encryption, no remote wipe, and no endpoint protection. One lost laptop triggers breach notification for every client on that drive. We lock it down.

Compliance Frameworks We Know

Accounting firms operate under some of the most specific data security requirements in any profession. We build your IT around these frameworks — not as an afterthought.

IRS 4557

Written information security plan, risk assessment, employee training, data handling procedures

GLBA

Safeguards Rule, financial privacy, vendor risk management, incident response planning

AICPA

SOC engagement standards, professional ethics, client confidentiality, data retention

MD PIPA

Maryland Personal Information Protection Act, breach notification, data retention requirements

IRS Pub 4557
FTC Safeguards Rule
NIST CSF
MD Board of Public Accountancy

What Lewis IT Delivers for CPA Firms

Security and compliance that lets you focus on your clients — not your IT.

Secure Client Portal

Encrypted file exchange so clients can upload W-2s, returns, and documents without email. Eliminates the biggest data exposure risk in your practice.

Email Encryption

Automatic encryption for emails containing sensitive data. DMARC/DKIM/SPF to prevent spoofing. Archiving for GLBA compliance.

Endpoint Protection

Full-disk encryption, EDR, DLP policies, and remote wipe on every device that touches client data. Staff laptops, desktops, and mobile devices.

Security Documentation

Written information security plan per IRS 4557, risk assessments, incident response plans, and GLBA Safeguards Rule documentation — living documents, always current.

Phishing Training

Simulated phishing campaigns and security awareness training tailored for accounting staff. Tax season threat briefings and W-2 scam awareness.

Tax Software Support

Platform support for Drake, Lacerte, ProConnect, UltraTax, and QuickBooks environments. Hosting, updates, and integration management.

Your Clients Trust You With Their Data

Let’s talk about what IRS-compliant IT looks like for your firm — and how to protect your practice before the next tax season.