For CPA firms · Founded 2002 by two CPAs
Find the gaps. Get a roadmap. No sales pitch.
We review your client-data security, your IRS Pub 4557 and FTC Safeguards readiness, and the tools you're paying for — then write it up. Yours to keep either way.
Get your free IT assessment
Six questions. Then a short intro call to see if we're a fit.
- Tax-season risk review
- Security posture review
- IRS Pub 4557 & FTC Safeguards readiness
- Vendor & stack review
Tax-Season Risk Review
We walk through your current setup and flag what's most likely to fail during your busiest weeks: slow remote access, software bottlenecks, single points of failure, and disaster-recovery gaps. Found before April, not during.
Security Posture Review
A guided checklist covering MFA coverage, endpoint protection, email security, backup testing, and patching cadence, graded against what we see at the CPA firms we already work with. You'll know exactly where you stand.
Compliance Readiness Checklist
We walk through IRS Pub 4557, FTC Safeguards Rule, and WISP requirements one section at a time. You leave with a written list of which boxes you're already ticking and which need work, yours to act on, with us or without us.
Vendor & Stack Review
We look at the IT tools your firm uses today (Microsoft 365, accounting software, security tools, your current MSP) and tell you where you're overpaying, under-protected, or missing tools your peer firms rely on.
How It Works
Four steps. No commitment. Real value.
The entire process takes about two weeks from start to finish, and you can walk away at any point with no obligation.
Schedule a 15-minute intro call
Fill out the form. We aim to call within 15 minutes during business hours to ask a few questions about your firm and current setup.
60-90 minute working session
Phone, Zoom, or in-person, your call. We walk through your firm's current setup, ask the right questions, and document your answers. No access to internal systems required.
Receive your written report
Within 5-7 business days you get a written assessment report: security findings, compliance gaps, performance benchmarks, and a prioritized roadmap.
30-minute review call (optional)
Walk through the findings with our team. Ask questions, discuss priorities, no sales pressure. If you want to engage us after, great. If not, the report is yours to keep and use.
Why Trust Us
We've done this 100+ times.
100+ CPA firms currently trust Tech Advisors with their IT. Our founders were practicing CPAs before they built an MSP. We've specialized in accounting firms for 26+ years.