Modern IT + Security Built for CPA Firms.

We help you protect client data, stay compliant with IRS and FTC standards, and make busy season smoother all on a secure, easy-to-manage Microsoft platform.

Get Started

What CPA Leaders Are Solving Right Now.

Every firm is at a different stage. These are the patterns we fix first.

Protect client data & email

Stop ransomware and phishing before they reach your team.

WISP & FTC Safeguards

Keep roles, policies, and evidence current without extra overhead.

Remote audits & collaboration

Secure, organized access for clients and auditors. No chaos.

Predictable IT spend

Fewer tools, fewer surprises, and a plan you can actually run.

How ITP Helps CPA Firms

  • Security & Compliance Confidence: Practical controls, WISP/SRM documentation, and evidence insurers and auditors accept.

  • Productive Teams: Teams/SharePoint set up with guardrails; Copilot readiness for real gains, not noise.

  • Unified Operations: One standard for files, access, and devices—fewer apps, lower cost, less risk.

  • Clear IT Leadership: vCIO/vCISO guidance and a quarterly cadence tied to your goals.

 

Get Started

Team of business professionals collaborating on laptops, representing IT and cybersecurity support for accounting firms.

CPA Readiness Checklist

  • MFA and conditional access for all users

  • Email threat protection configured and monitored

  • Standard Teams/SharePoint structures with permissions

  • Tested backup/restore and incident runbook

  • IRS WISP roles, policies, and living evidence kept current

  • Guest access patterns for remote audits and client collaboration

  • Quarterly reviews to keep progress practical and measurable
Group of professionals in discussion around a table, symbolizing IT consulting and strategic planning for CPA firms.

Why Firms Choose ITP.

(the four pillars)

Business Alignment

Align IT + Security investments to your goals with measurable ROI.

Operational Simplicity

One unified way of working. Fewer tools, lower cost, lower risk.

Right-Sized Security

Essential controls with clear owners and  defensible evidence.

Productive Teams

Tools and support that help people do their best work every day.

What You Can Expect.

Plain english, quarterly alignment, predictable costs, and responsive support.

Microsoft-first foundation guided by Zero Trust, CIS Controls, and NIST frameworks.

We’ve been recognized by the Center for Internet Security (CIS) for CIS Controls Accreditation.

Read the Press Release
ROI Focused IT + Security logo

Reasonable Cybersecurity

Risk-informed, practical, sustainable, and built for firms that need to show due care. We start where you are and make progress that’s meaningful, measurable, and defensible.

Get Started

What business leaders want to know about IT + Security.

Plain-English answers about compliance, Microsoft, productivity, AI, and cybersecurity ROI.

Ready to protect client data and make busy season smoother?

One 25-minute conversation. Straight answers. No pressure.