Two-step sign-in everywhere
Email, tax software, bank portals, and client portals. One leaked password stops being a breach.
Accounting & Bookkeeping
IT for accountants, bookkeepers, and tax preparers.
Your clients hand you the most sensitive numbers they have. The technology holding them should be run like it.
Quick answer
What security does an accounting or tax practice need?
Under the FTC Safeguards Rule, tax and accounting practices count as financial institutions regardless of size. They must keep a written information security plan, with controls that include two-step sign-in, encryption of customer information, and activity logging — IRS Publications 4557 and 5708 explain it for tax practices. Gold Bird Group puts the technical controls in place and documents them for your plan, as part of the Gold Bird IT Plan.
What we handle
The technical side of the Safeguards Rule.
Encrypted client information
Encrypted laptops and storage, so a lost device doesn't mean a notification letter.
Activity logging
A record of who signed in and what changed, kept where you can find it when you need it.
Backups before tax season
Client files and email copied off-site and test-restored before the busy months, not during them.
Secure file exchange
A portal or encrypted link for client documents, instead of tax returns sent as email attachments.
AI on the firm's own account
Claude set up for drafting client letters and summarizing documents, under business terms that don't use your conversations to train models.
Talk to the person who does the work.
Book a 30-minute call or send a message. You get a direct answer about what you need — and what you don't.