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Professional Services · CPA / Accounting

CPA and accounting IT — Safeguards Rule first, tax season second.

Many CPA, bookkeeping, and tax-prep firms are non-bank financial institutions under the FTC Safeguards Rule (16 CFR 314). That means a written information security program, risk assessment, access controls, encryption, MFA, vendor oversight, and incident response — not antivirus theater. SAINT maps those requirements to operational controls and evidence. We do not determine FTC enforcement outcomes or sell an “FTC.
Schedule CPA / Accounting AssessmentCheck Your Risk Score — Free, 2 Minutes531-625-2111

Compliance context

How we map controls to this vertical.

Many CPA, bookkeeping, and tax-prep firms are non-bank financial institutions under the FTC Safeguards Rule (16 CFR 314). That means a written information security program, risk assessment, access controls, encryption, MFA, vendor oversight, and incident response — not antivirus theater. SAINT maps those requirements to operational controls and evidence. We do not determine FTC enforcement outcomes or sell an “FTC certified” badge. Pillar: /compliance/ftc-safeguards.

Threat profile

What hits cpa & accounting firms.

Accounting firms are prime BEC targets — refund redirects, vendor ACH changes, and W-2 theft. Tax-season temps keep logins. Client portals and shared drives overshare prior-year returns. Ransomware during March/April is existential. Lincoln Capitol-adjacent and Omaha metro firms often run lean Microsoft 365 with legacy sharing links still live.

SAINT stack

What we deploy in this environment.

CPA & Accounting Firms in Lincoln vs Omaha

  • Lincoln, NE

    Lincoln — primary market.

    Lincoln CPA and tax practices around downtown, Haymarket, and south Lincoln need Safeguards-aware IT without a Big Four security team. ~15–20 minutes from Hickman; flat-rate; veteran-owned.

    Lincoln, NE hub

  • Omaha, NE

    Omaha-metro — secondary market.

    Omaha accounting firms — including multi-site and insurance-adjacent bookkeeping shops — see the same BEC patterns at larger dollar volumes. Scheduled metro on-site; same Safeguards evidence language.

    Omaha, NE hub

CPA & Accounting Firms FAQ

Does the FTC Safeguards Rule apply to my firm?+
Often yes for CPA/tax-prep handling customer financial information — but applicability is fact-specific. We implement controls that map to Safeguards language when it applies; we do not issue an FTC determination.
Will you certify us?+
No. Readiness and evidence only — same policy as HIPAA and CMMC pages.
Huntress or Guardz for a 12-person firm?+
Either can fit. We pick one core stack per design. Build estimates at /products/huntress or /products/guardz.

Related

Keep going.

Written for operators by Colton Porter, Founder & CEO of SAINT Technology Services — U.S. Army veteran. Hickman-based; Lincoln first, Omaha second · CPA & Accounting Firms IT & security.

Call 531-625-2111 or email [email protected]. Book an assessment at /contact.

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Bring SAINT to your cpa & accounting firms environment.

Free assessment. Written plan. Hickman-based; Lincoln first, Omaha second. Veteran-owned. Flat monthly rate. Call 531-625-2111.
Get Your Free Security & IT AssessmentCheck Your Risk Score — Free, 2 Minutes531-625-2111

15 minutes. NIST-aligned report. No obligation.