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 monthly billing means you can budget IT alongside payroll. Servers and capacity sized for peak load on day one, no spring-rush downtime.
Let's talk about CPA + Advisory Firms.
30-minute discovery call. Proposal within 48 hours.