The FTC Safeguards Rule and IRS Publication 4557 now require your firm to have a written security plan, MFA, encryption, and a named security lead — in writing. Most firms don't. We build and run the technical side, document it for audit, and you focus on the work. Local, responsive, and we don't disappear in April.
20-minute call. No obligation — and we never ask for client financial data.
Managed IT + FTC Safeguards compliance, starting at $175/seat/mo ($1,500/mo practice minimum). Compliance is built in — never an add-on. You get a real number after a free check.
We support the systems your firm runs on and coordinate with your software vendors, so you're not the one stuck on hold during filing season.
Based in Menifee, serving:
If your firm prepares taxes or handles client financial information, almost certainly yes — the FTC has explicitly named tax preparers, CPAs, accountants and bookkeepers. We'll confirm your specifics on the call.
Yes — those plus ProSeries, CCH Axcess and client portals. We coordinate directly with your software vendors when needed.
We build and maintain the technical security plan and the controls behind it, mapped to what we actually run. For formal legal/attestation work we bring in a compliance partner.
Yes. We're local and plan maintenance around your busy season — we don't push changes in the middle of March.
Everything a small firm must do to protect client financial data — and what it costs if you don’t — on one page. The WISP, the 5,000-consumer trap, the 2026 penalties, and the questions to ask your current IT guy. Plain English, no binder.
One short form, instant download. We never ask for client or taxpayer information.
Simon Says Systems is just getting started under this name — but the person behind it isn’t. 35 years in IT, cybersecurity since 2003, and a signed BAA with every client from day one. Want to talk to someone who’s worked with Craig? Ask on your free check — he’ll connect you.
Your WISP is only as real as the IT behind it. A plain guide for Temecula and Murrieta CPA, tax, and insurance firms on MFA, encryption, and FTC Safeguards readiness.
Read more →If your CPA, accounting, or insurance office holds clients' financial information, the FTC Safeguards Rule almost certainly applies to you. Here's what it requires, in plain English.
Read more →Book a free, 20-minute call. No obligation, no sales pressure — and we never ask for patient information.
