WISP implementation support
Translate the technical portions of your written security plan into trackable systems, procedures, ownership, and evidence.
Tax & accounting IT security that protects taxpayer data.
Technology support, security controls, documentation, and practical remediation for tax and accounting firms that need systems to stay secure during the busiest time of year.
For firms handling taxpayer data
Build an environment that is easier to protect, document, and explain.
Tax and accounting firms manage highly sensitive client information while juggling seasonal workload, specialized applications, remote access, legacy processes, and staff changes. Solano Technology helps bring order to the technical side.
- Written Information Security Plan implementation support and technical documentation
- Secure account access, MFA, endpoint protection, device standards, and password hygiene
- Microsoft 365, QuickBooks, file-sharing, tax-software, and technical escalation support when needed
- Backup coverage, recovery priorities, data-handling workflow review, and remediation roadmaps
What we can help organize
Security and technology workstreams for tax firms.
Most firms do not need jargon. They need a clear plan, practical implementation help, and someone who can make the technical pieces fit together.
Account & endpoint security
MFA, endpoint security, encryption status, access reviews, offboarding, and a clearer response to lost or compromised devices.
Business application support
Support for QuickBooks environments, local servers, shared storage, tax platforms, file-sharing, Microsoft 365, and vendor escalation.
Seasonal continuity planning
Identify recovery priorities before the deadline pressure begins: what must work, who must access it, and how the business continues.
Staff & workflow security
Simple procedures for onboarding, temporary staff, remote work, secure sharing, password hygiene, and suspicious-message escalation.
Website & client intake security
Secure web presence, business email hygiene, form decisions, basic client-intake improvements, and technical SEO support where it makes sense.
A real-world approach
Fix the most important things first.
Some firms have a legacy server, a mix of personal and business devices, old shared passwords, an incomplete WISP, and a dozen vendor portals. The correct response is not panic—or a giant bill full of vague tools.
We identify the high-priority risks, set an order of operations, implement improvements, and document the environment as it becomes healthier.
Scope note: Solano Technology provides technical implementation, cybersecurity, documentation, and operational support. Tax, legal, and regulatory advice remains with the firm’s qualified advisors.