IT for CPA, tax, and advisory practices.
Boutique firms (5–30 staff) handling tax returns, financial statements, and M&A documents — facing SOC 2 questionnaires and IRS Pub 4557 requirements without in-house IT.
The four problems that bring you to us.
- #01
Tax season concentrates 100% of revenue into 90 days — outages are existential.
- #02
Client SOC 2 questionnaires now ask about MFA, audit logs, and encryption.
- #03
IRS Pub 4557 requires a written information security plan (WISP).
- #04
M365 misconfigurations regularly leak client documents externally.
Controls applied at onboarding.
Configured in week one, maintained across the engagement. Each control maps to CIS Top-18, NIST 800-171, or HIPAA requirements — documented for any auditor or carrier.
- IRS Pub 4557 Written Information Security Program (WISP) drafted and maintained
- M365 Conditional Access locked to known locations during tax season
- External-sharing audit on SharePoint and OneDrive monthly
- Per-client folder permission isolation, reviewed quarterly
- Encrypted document portal for client deliverable exchange
What's different about working with Entity.
Predictable per-seat pricing — budget IT alongside payroll. Servers and capacity sized for peak load on day one, no spring-rush downtime.
Let's talk cpa + advisory firms.
30-minute discovery call. Proposal within 48 hours.