Financial

Key services include:

• FINRA, SEC, GLBA, and PCI compliance solutions
  We help you meet the cybersecurity and data handling standards that regulators demand. This includes securing client data, documenting controls, and preparing you for audits or compliance reviews.
• Secure file sharing and e-signature tools
  We implement encrypted file exchange platforms and integrate secure digital signature tools to simplify workflows. You’ll be able to move documents between
  clients, advisors, and tax agencies with confidence.
• Encrypted email and secure client portals
  Protect sensitive communications with encrypted email systems and secure client portals. We can integrate solutions like Citrix ShareFile, SmartVault, or
  custom portals based on your firm’s needs.
• Remote access with multi-factor authentication
  Allow partners and staff to work from anywhere—without compromising security. We implement MFA and endpoint security controls to ensure remote work doesn’t become a weak point.
• Business continuity and data backup systems
  We design backup strategies that ensure your client data, tax returns, and reports are never lost. Our solutions include encrypted cloud backups, failover
  systems, and disaster recovery plans.
• QuickBooks, CCH, Lacerte, and wealth platform support
  We provide support and optimization for your financial software stack. Whether you’re managing client books or investment portfolios, we help keep your
  software stable, fast, and secure.