Cybersecurity & Managed IT for Accounting and CPA Firms
Protect client financial data, prevent email fraud, and keep you online and secure during your busy seasons. 30+ years protecting Orange County CPA firms and their clients' sensitive financial data.
How Exposed Is Your Firm?
Tax data, SSNs, and financials are prime targets. Find out in 60 seconds.
Schedule a CPA Cyber Audit
A focused assessment of email fraud exposure, backup recoverability, remote access security, and compliance-readiness.
Built for CPA firms
Tax systems, portals, M365, endpoints, and remote work.
Clear next steps
Prioritized fixes + roadmap you can act on quickly.
The Cyber Threats Facing CPA Firms
High-Value Financial Data Under Attack
Tax returns, financial statements, bank details, and SSNs make CPA firms prime ransomware targets. One breach can impact hundreds of clients.
Email Fraud & Payment Redirection
BEC attacks exploit client trust. Attackers impersonate your firm to redirect payments or request wires — costing clients money and your credibility.
Compliance Pressure Mounting
Boards, insurers, and enterprise clients increasingly require documented controls. Weak security questionnaires can mean lost clients and higher premiums.
Busy Season Downtime = Revenue Loss
Outages during tax season mean immediate loss and missed deadlines. When you can’t file, clients leave — often permanently.
Work-From-Home Security Gaps
Hybrid work puts client data on home networks and devices. Each remote connection can become a breach point.
Client Trust Is the Product
Your reputation depends on confidentiality. A single incident can undo years of relationships.
HD Tech's CPA Firm Cybersecurity Solution
Comprehensive cybersecurity at the core of managed IT services — designed specifically for the financial data protection needs of accounting firms.
24/7 Monitoring & Threat Detection
Round-the-clock SOC protecting client financial data. Local incident response for Orange County practices with remote capabilities beyond.
Secure Backup & Fast Recovery
Automated, encrypted backups for CCH Axcess, Drake, Lacerte, ProSeries, QuickBooks, and client data — rapid recovery to keep busy season on track.
Email Security & Anti-Phishing
Advanced protection against BEC, phishing, and spoofing — safeguarding partner, staff, and client communications.
Flat-Rate Managed IT
Predictable monthly costs covering help desk, patching, maintenance, and ongoing security — no surprise bills during your busiest months.
What's Included for CPA Firms
Advanced Email Security & Anti-Phishing
Protection against BEC, spoofing, and malicious attachments — plus filtering for tax-season phishing campaigns targeting accounting firms.
Multi-Factor Authentication (MFA)
Required authentication for remote access, practice management systems, and portals — protects against stolen credentials.
Device Encryption & Secure Remote Access
Full disk encryption for laptops and mobile devices plus secure VPN access for remote staff handling client data.
Compliance-Supporting Controls
Documentation and controls aligned with expectations from boards, insurers, and enterprise clients.
Practice Management System Protection
Security for CCH, Drake, Lacerte, ProSeries, Thomson Reuters, and more — protect workflows without disrupting productivity.
Client Portal Security
Encrypted document sharing with access controls — replace unsecured attachments with protected exchange.
Data Loss Prevention (DLP)
Controls to prevent sensitive data exposure — alerts when SSNs, bank accounts, or tax IDs leave your environment.
Secure File Sharing
Encrypted platforms for sharing tax docs, financial statements, and sensitive files — no more tax returns via unsecured email.
Microsoft 365 Hardening
Stronger tenant security, mailbox protections, and safer sharing defaults — built to reduce account takeover risk.
How We Partner with Your CPA Firm
Assess
- Email security and phishing susceptibility
- Backup coverage and restore capability
- Remote access and work-from-home security
- Practice management system protection
- Compliance documentation review
- Insurance and client questionnaire readiness
Protect
- Fortinet firewall and endpoint protection
- Advanced email security and anti-phishing
- Multi-factor authentication (MFA)
- Encrypted backup systems
- 24/7 security monitoring
- Data loss prevention (DLP)
- Secure client portal
Support
- 24/7 security monitoring
- Help desk support
- System patching and updates
- Quarterly security reviews
- Staff security training
- Compliance documentation updates
- Incident response
Before HD Tech vs. With HD Tech
Why CPA Firms Choose HD Tech
Your Cyber Lifeguard for 30 Years
Three decades protecting Orange County professional firms. We understand the pressure of tax season and the critical importance of confidentiality.
CPA Firm Expertise
Purpose-built protection for CCH, Drake, Thomson Reuters, QuickBooks, and the platforms you depend on.
Relentless Response Times
Average response time under 4 minutes. Every call answered by real experts — not bots — especially during busy season.
Flat-Rate Predictability
One monthly fee covering security, monitoring, help desk, and maintenance — no surprise bills when you need help most.
Enterprise-Grade Protection
Fortinet security + Microsoft 365 expertise trusted by financial institutions — Fortune 500 defenses at CPA firm pricing.
Local + Remote Coverage
Orange County presence with support for multi-office firms and remote staff across California and beyond.
Frequently Asked Questions
What makes HD Tech different from a generic IT provider for CPA firms?
We specialize in protecting accounting workflows — CCH Axcess, Drake, Lacerte, ProSeries, QuickBooks, and Thomson Reuters. Our team understands tax-season pressure and builds security around your actual tools, not generic corporate setups.
How fast is your response time during busy season?
Our average response time is under 4 minutes. Every call is answered by real experts — not bots — especially during tax season when downtime costs you the most.
Do you help with compliance documentation and security questionnaires?
Yes. We provide documented controls aligned with expectations from boards, insurers, and enterprise clients. When a security questionnaire lands on your desk, we help you fill it out with confidence.
What does the CPA Cyber Audit include?
A focused assessment of email fraud exposure, backup recoverability, remote access security, and compliance-readiness — covering tax systems, portals, M365, endpoints, and remote work setups.
Is your pricing predictable or do costs spike during tax season?
Flat-rate monthly pricing. One fee covers security, monitoring, help desk, and maintenance — no surprise bills when you need help most.
Turn Cyber Risk Into Firm Resilience.
Don't let a cyberattack compromise client trust or shut down tax season. Join the CPA firms who trust HD Tech to protect client data, prevent fraud, and keep busy season running smoothly.
Get in Touch
Tell us about your firm and we'll reach out the same day.