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FAQ

• What is CPA365? 

  CPA365 is managed IT, cybersecurity, and strategic technology guidance built for CPA firms. It starts with the ITP365 foundation: responsive support, Microsoft 365 management, security monitoring, endpoint protection, backup, vulnerability guidance, and ongoing technology alignment.

  CPA365 adds a CPA-specific layer focused on taxpayer data protection, WISP readiness, FTC and IRS security expectations, cyber insurance support, AI readiness, and secure firm growth.

  The goal is simple: help your firm reduce technology risk, support your people, protect client trust, and grow with more confidence

• How is CPA365 different from standard managed IT services?

  Most managed IT providers focus on tickets, tools, and troubleshooting.

  CPA365 is built around the realities of a growing CPA firm: client data security, Microsoft 365 productivity, tax-season reliability, cyber insurance readiness, compliance documentation, AI readiness, and executive-level technology planning.

  You still get responsive support for your team. But you also get strategic guidance, ongoing risk visibility, and a roadmap designed to help technology support the firm you are becoming.

• What does CPA365 include?

  CPA365 includes the core managed services your firm needs to keep technology secure, stable, and useful.

  That includes help desk support, Microsoft 365 management, user access management, MFA and security policy management, endpoint protection, patching, monitoring, backup of Microsoft 365 data, vulnerability guidance, security posture reviews, and ongoing technology planning.

  For CPA firms, CPA365 also adds support for WISP readiness, FTC and IRS security documentation, cyber insurance readiness, AI readiness, secure collaboration, and technology planning tied to firm growth.

• Does CPA365 include Microsoft 365 management and security?

  Yes. CPA365 is Microsoft-first.

  That means we help your firm get more value from the Microsoft platform you already use. We focus on properly configuring, securing, managing, and improving Microsoft 365 so your environment is easier to support, easier to protect, and easier for your team to use.

  This may include identity management, MFA, security policies, endpoint management, Microsoft 365 backup, Secure Score review, collaboration guidance, and readiness planning for Microsoft Copilot and other AI-enabled tools.

• Can CPA365 help with WISP, IRS Publication 4557, and FTC Safeguards Rule readiness?

  Yes. CPA365 helps your firm organize the technology controls, documentation, and evidence needed to support WISP, IRS Publication 4557, and FTC Safeguards Rule readiness.

  That may include helping your firm review or build a practical Written Information Security Plan, map security controls to real systems, strengthen Microsoft 365 settings, document MFA and access controls, support vendor oversight, improve incident response readiness, and create a roadmap for ongoing improvement.

  We do not provide legal opinions or guarantee compliance. We help your firm understand its gaps, strengthen its safeguards, and maintain better evidence of reasonable cybersecurity practices.

• Does CPA365 make our firm compliant?

  No IT provider should promise to "make your firm compliant."

  Compliance depends on your services, clients, data, policies, vendors, insurance requirements, legal obligations, and how your team works day to day. Your firm, legal counsel, insurance broker, and compliance advisors all have important roles to play. CPA365 helps by strengthening the technology and security foundation behind those obligations.

  We help you identify gaps, improve controls, document evidence, and maintain an ongoing improvement rhythm so your firm is better prepared for client, insurer, and regulatory expectations.

• How does CPA365 help with cyber insurance readiness?

  Cyber insurance applications are asking more detailed questions than ever. Many firms are now expected to show evidence of controls such as MFA, endpoint protection, backups, incident response planning, vulnerability management, security training, and access management.

  CPA365 helps your firm prepare by reviewing the controls insurers commonly ask about and helping you gather the evidence needed to answer applications accurately.

  We can support your leadership and broker with technical documentation, control validation, and a practical remediation roadmap. The goal is not just to answer the questionnaire. It is to reduce real risk.

• Can CPA365 help our firm prepare for AI and Microsoft Copilot?

  Yes. AI can create real opportunity for CPA firms, but only when the right security, data, and access controls are in place.

  CPA365 helps your firm prepare by reviewing Microsoft 365 security, identity, permissions, data access, collaboration settings, and policy readiness.

  We help you understand where sensitive data lives, who can access it, and what should be cleaned up before AI tools are broadly adopted. The goal is to help your firm use AI with confidence, not confusion.

• How does CPA365 help protect client confidence?

  Your clients trust your firm with sensitive information. Technology plays a direct role in whether that trust feels secure, professional, and easy.

  CPA365 helps protect client confidence by strengthening the systems behind secure communication, access control, data protection, collaboration, endpoint security, backup, monitoring, and incident readiness.

  When technology is managed well, your clients feel it. Your team responds faster. Information is handled more securely. Workflows are smoother. And your firm looks like the secure growth partner clients expect.

• How does CPA365 support our team during tax season?

  Tax season is not the time to discover technology gaps. CPA365 helps your firm prepare before the pressure hits.

  That may include reviewing access controls, confirming MFA, checking device readiness, reviewing backup and recovery posture, validating support paths, reducing unnecessary changes, and making sure your team knows how to get help quickly.

  The goal is simple: fewer surprises, less friction, and more confidence when your people need technology to work.