Protect client financial data, prevent email fraud, and keep you online and secure during your busy seasons.
A focused assessment of email fraud exposure, backup recoverability, remote access security, and compliance-readiness.
Tax systems, portals, M365, endpoints, and remote work.
Prioritized fixes + roadmap you can act on quickly.
Tax returns, financial statements, bank details, and SSNs make CPA firms prime ransomware targets. One breach can impact hundreds of clients.
BEC attacks exploit client trust. Attackers impersonate your firm to redirect payments or request wires—costing clients money and your credibility.
Boards, insurers, and enterprise clients increasingly require documented controls. Weak security questionnaires can mean lost clients and higher premiums.
Outages during tax season mean immediate loss and missed deadlines. When you can’t file, clients leave—often permanently.
Hybrid work puts client data on home networks and devices. Each remote connection can become a breach point.
Your reputation depends on confidentiality. A single incident can undo years of relationships.
Comprehensive cybersecurity at the core of managed IT services—designed specifically for the financial data protection needs of accounting firms.
Round-the-clock SOC protecting client financial data. Local incident response for Orange County practices with remote capabilities beyond.
Automated, encrypted backups for CCH Axcess, Drake, Lacerte, ProSeries, QuickBooks, and client data—rapid recovery to keep busy season on track.
Advanced protection against BEC, phishing, and spoofing—safeguarding partner, staff, and client communications.
Predictable monthly costs covering help desk, patching, maintenance, and ongoing security—no surprise bills during your busiest months.
Protection against BEC, spoofing, and malicious attachments—plus filtering for tax-season phishing campaigns targeting accounting firms.
Required authentication for remote access, practice management systems, and portals—protects against stolen credentials.
Full disk encryption for laptops and mobile devices plus secure VPN access for remote staff handling client data.
Documentation and controls aligned with expectations from boards, insurers, and enterprise clients.
Security for CCH, Drake, Lacerte, ProSeries, Thomson Reuters, and more—protect workflows without disrupting productivity.
Encrypted document sharing with access controls—replace unsecured attachments with protected exchange.
Controls to prevent sensitive data exposure—alerts when SSNs, bank accounts, or tax IDs leave your environment.
Encrypted platforms for sharing tax docs, financial statements, and sensitive files—no more tax returns via unsecured email.
Stronger tenant security, mailbox protections, and safer sharing defaults—built to reduce account takeover risk.
Review Current Security, Backups & Access Controls
Deploy Cybersecurity Stack
Year-Round Monitoring & Help Desk
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Three decades protecting Orange County professional firms. We understand the pressure of tax season and the critical importance of confidentiality.
Purpose-built protection for CCH, Drake, Thomson Reuters, QuickBooks, and the platforms you depend on.
Average response time under 4 minutes. Every call answered by real experts—not bots—especially during busy season.
One monthly fee covering security, monitoring, help desk, and maintenance—no surprise bills when you need help most.
Fortinet security + Microsoft 365 expertise trusted by financial institutions—Fortune 500 defenses at CPA firm pricing.
Orange County presence with support for multi-office firms and remote staff across California and beyond.
| Before HD Tech | With HD Tech |
|---|---|
| Reactive IT fires during busy season | Proactive monitoring prevents disruptions |
| Unsecured email with client tax documents | Encrypted email and secure client portals |
| No backup testing—hope it works | Regular restore testing—know it works |
| Password-only access to sensitive data | Multi-factor authentication (MFA) required |
| Staff clicking phishing emails | Trained team with advanced email filtering |
| Compliance questionnaires left blank | Documented controls and ready responses |
| Hours waiting for help desk callback | < 4 minute average response time |
| Surprise IT bills during tax season | Flat monthly rate—predictable costs |