GREENVILLE & UPSTATE SOUTH CAROLINA

Managed IT for Financial & Tax Firms

Secure, compliant technology for accounting, tax, and financial firms — meeting IRS, GLBA, and PCI requirements with confidence.

WHY FINANCIAL & TAX FIRMS

Compliant, Secure Technology for Financial Data

Financial and tax firms handle deeply sensitive client data under real regulatory weight — the IRS written information security plan (Publication 4557), the GLBA Safeguards Rule, and PCI-DSS for card payments.

safeIT builds and maintains the security controls those rules require — encryption, access management, monitoring, and documented backups — so you stay compliant, protected, and ready for tax season’s demands.

WHAT WE HANDLE

How safeIT Supports Financial Firms

Compliant, secure IT for sensitive financial data.

IT Managed Services

Your entire IT stack proactively managed and monitored around the clock, with a local helpdesk that keeps every user, server, and device running.

Cybersecurity

Layered, always-on protection, from firewalls and endpoint defense to email security and compliance, keeping sensitive data locked down and threats out.

Backup & Restore

Automated backups and tested restores so your data survives hardware failure, ransomware, and human error, and you are back up in hours, not days.

Microsoft 365

Secure email, file sharing, and Teams collaboration on Microsoft 365, deployed, hardened, backed up, and fully managed for your team.

IT Hardware & Network Infrastructure

The backbone your business runs on, from workstations and servers to firewalls, switches, and Wi-Fi, designed, installed, and maintained as one reliable network.

Voice & Internet

Business-grade VoIP phones and reliable internet that keep your team reachable and online, sourced and supported by one local team.

COMMON IT CHALLENGES

IT Challenges Financial & Tax Firms Face

Accounting, tax, and financial-advisory firms handle SSNs, financial statements, and returns that must be protected under IRS Publication 4557 and the FTC Safeguards Rule. Tax season concentrates the risk into a few high-pressure, deadline-driven months.

safeIT keeps you secure and audit-ready year-round with a written security plan, encryption, multi-factor authentication, reliable backups, and support that scales up when your busy season hits.

FREQUENTLY ASKED QUESTIONS

Financial & Tax IT: Common Questions

Can you help us meet the FTC Safeguards Rule and IRS 4557?

Yes. We implement the written information security plan, encryption, access controls, and MFA these regulations require, and help document your compliance.

Is our client financial data backed up and recoverable?

We run automated, encrypted backups with tested recovery, so returns and financial records are never lost to hardware failure or ransomware.

Can you handle the tax-season workload spike?

We scale monitoring and support around your busy season so systems stay fast and reliable when deadlines and client volume peak.

READY WHEN YOU ARE

Total Security. One Trusted Team.

Bring your IT, cybersecurity, and communications under one roof, with a team that owns it from day one.