Accounting and advisory firms run on trust — your clients hand you their most sensitive financial data, and they expect it to stay private and available. You’re also now squarely in scope for the FTC Safeguards Rule, which turns “we take security seriously” into a documented, provable program. Braintek handles both for CPA firms and financial advisors across Houston and Dallas–Fort Worth.
A documented security program, not a checkbox
We implement and document the controls the FTC Safeguards Rule and IRS Publication 4557 require — MFA, encryption, access controls, monitoring, risk assessment, and a named person accountable — so an audit or a cyber-insurance questionnaire is something you answer confidently instead of scrambling for.
Built for tax season
Your busiest weeks are when downtime hurts most. We keep your tax and accounting software, file shares, and remote access fast and available through the crunch — with proactive monitoring, tested backups, and after-hours support when a late-night deadline can’t wait.
Protecting client data and stopping wire fraud
Most attacks on firms like yours arrive by email — fake invoices, spoofed partners, and the business-email-compromise scams behind costly wire fraud. We layer email security, security-awareness training, and tested backups so a single click doesn’t become a breach or a six-figure loss. Whether you need full managed IT or a focused security and compliance engagement, we tailor it to how your practice actually works.