Accounting and tax
Keep people productive, client information appropriately protected, and the technology and evidence behind the firm’s security responsibilities organized.
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Technology around the work
Accounting and tax practices balance recurring deadlines, seasonal staffing, remote collaboration, specialized applications, client information, and a growing set of technology dependencies.
SmartCloud provides responsive support and proactive ownership across the environment, then helps the firm connect its technology controls to its own written policies, risk decisions, and professional obligations.
Where the work connects
Plan capacity, changes, maintenance, and support around periods when interruption and avoidable change carry a higher business cost.
Manage access, endpoints, authentication, onboarding, offboarding, and review across employees, contractors, and seasonal staff.
Apply practical controls to email, collaboration, file access, cloud services, remote work, and the movement of taxpayer and client information.
Maintain clear backup responsibilities, monitoring, test expectations, recovery priorities, and documentation around important systems and data.
Draft and maintain the written plan and its supporting policies, and organize the inventories, configurations, service-provider information, and technical evidence behind them.
Reduce file routing, re-entry, status chasing, and repetitive communication through secure automation and focused internal tools.
Important context
The IRS states that tax professionals are required to create and maintain a Written Information Security Plan. The FTC Safeguards Rule applies to covered financial institutions, which can include tax preparers and some accounting activities depending on the services performed.
SmartCloud can draft and maintain the written plan and the supporting policies, and implement and document the technology controls behind them. Because the plan has to be kept current rather than written once, it is maintained as part of ongoing service. SmartCloud does not determine legal coverage, provide legal advice, or certify compliance.
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