Accounting firms handle the most sensitive financial data in their clients' lives. Axio Networks provides the security, reliability, and compliance foundation that modern accounting practice demands.
Tax returns, bank statements, payroll data and Social Security numbers for every client — concentrated in a few servers and a handful of laptops, at a firm that is busiest exactly when attackers know it is distracted. The IRS now requires a written data security plan for every preparer, and the FTC Safeguards Rule applies to most accounting firms whether they realize it or not.
Axio Networks provides managed IT and cybersecurity for CPA firms, bookkeepers, tax preparers and payroll providers in Scottsdale and Phoenix — securing client data, keeping tax and accounting software running through deadline season and producing the documentation the IRS and FTC expect.
Encryption, access controls, and monitoring protecting the highly sensitive financial data your clients trust you with.
Managed IT for QuickBooks, Sage, Xero, and the integrations and workflows that drive your practice.
Encrypted VPN and secure remote desktop solutions for staff working from home or multiple office locations.
The WISP required by IRS Publication 4557 and the FTC Safeguards Rule, built around your firm’s actual systems and maintained annually.
Capacity, backups and support planned around your calendar, so software updates, e-file issues and hardware failures never land in the last week of a deadline.
Client portals, encrypted email and secure file transfer that replace attachments and fax — easier for clients and defensible for the firm.
Accounting and bookkeeping firms handle tax returns, payroll records, financial statements, and banking credentials for dozens or hundreds of clients — making them high-value targets for cybercriminals and subject to significant regulatory obligations. The IRS requires all tax preparers to maintain a Written Information Security Plan (WISP) under the Gramm-Leach-Bliley Act, and the FTC Safeguards Rule imposes additional requirements for firms that qualify as financial institutions. A breach of client financial data can trigger state notification laws, professional licensing consequences, and lasting damage to client relationships. Axio Networks helps accounting firms in Scottsdale and Phoenix build IT environments that protect client data and satisfy compliance requirements year-round — not just at tax time.
What we handle for accounting clients:
Tax professionals are specifically targeted during filing season with phishing campaigns designed to steal client credentials and divert refunds. Axio Networks provides year-round managed security and proactive monitoring, so your firm is protected through every deadline — not just when something goes wrong.
Systems, tax and accounting software, remote access and current safeguards are reviewed against IRS and FTC requirements.
MFA, endpoint protection, email security, encrypted devices and verified backups are deployed before the next busy season.
The written information security plan, policies and staff training are completed and filed.
Help desk with under-30-minute average response, software support and quarterly reviews timed around deadlines.
We know your calendar. Change freezes around March, April, September and October; upgrades and projects scheduled for the quiet months.
Accounting software expertise. Lacerte, ProSeries, Drake, UltraTax, CCH, QuickBooks Desktop and Online, Sage, Thomson Reuters and hosted environments supported daily.
Compliance without the jargon. The IRS and FTC requirements translated into a plan your firm can actually follow — and evidence you can show.
Local, responsive support. A Scottsdale team that understands what a locked-out preparer on April 14 means.
Yes. Every professional tax preparer must have a written information security plan under IRS Publication 4557 and the FTC Safeguards Rule, and must confirm it when renewing a PTIN. Axio Networks builds and maintains it for clients.
Yes. Virtual desktops or hosted servers deliver Lacerte, Drake, UltraTax, CCH and QuickBooks Desktop securely to staff anywhere, with backups and updates managed.
Through a client portal or encrypted email rather than attachments. We implement portals that integrate with your practice software and train staff and clients on using them.
Call the help desk. Axio Networks prioritizes deadline-critical issues and staffs for the busy season, with remote fixes in minutes for most access problems.
Largely yes. Anyone handling client financial data for compensation falls under the FTC Safeguards Rule, and client bank access makes bookkeepers a fraud target; the same controls apply.