CPA FIRM SHIELDOne phishing email can expose every client’s tax return.
Protect client tax files, email and portals before tax season. Set up remotely in about an hour by a local Middletown IT team.
What’s in CPA Firm Shield
The FTC Safeguards Rule and the IRS require tax and accounting firms to protect client data with a written information security plan. CPA Firm Shield covers key safeguards in one flat monthly plan.
Stops phishing & ransomware
Fake IRS notices and client-impersonation email are filtered out before your staff can click them.
Encrypts client email
Returns, W-2s and financial statements go out encrypted automatically. No extra steps for your staff.
Backs up email & files
Your Microsoft 365 or Google email and files are backed up every day, so a deleted or locked file can be restored.
Monthly staff training
A 5-minute security lesson each month, with completion records for your written security plan (WISP).
Blocks dangerous websites
Known malicious and phishing sites are blocked on every office PC.
Quarterly test + report
We test a restore every quarter and send a one-page security report to keep with your WISP.
Start now
Up to 10 users. Your first 30 days are free, and you can sign up online in two minutes. We’ll call you within one business day to schedule the remote setup.
- Everything above, for up to 10 users
- First 30 days free: no charge until day 31
- Remote setup included
- Quarterly restore test and security report
Prefer month-to-month?
$289/mo for the same plan, billed monthly. Cancel anytime.
Same 30 days free. Not ready to sign up? Book a free 15-minute call and we’ll answer your questions first.
*$199/mo requires annual prepayment of $2,388 for 12 months, charged on day 31. $289/mo month-to-month, first charge on day 31. Cancel before day 31 and you pay nothing for the plan. Optional add-ons are billed at the interval shown at checkout. CPA Firm Shield helps meet FTC Safeguards Rule and IRS data-security requirements; it does not by itself make a firm compliant or replace your WISP.
Add to your plan
Pick these at checkout, or ask us on your call.
Add-ons on the annual plan are billed yearly and save 20%.
Want us to run all of your office IT?
Full managed IT from Scotchtown Technology, with Microsoft 365 Business Premium licenses included in one per-user price.
Essentials
- Microsoft 365 Business Premium included
- Defender antivirus and threat protection
- MFA and country blocking
- 24/7 monitoring and automatic patching
- Daily Microsoft 365 backup
- Remote help desk, weekdays
Business
- Everything in Essentials
- Daily backup of every computer
- Monthly phishing tests and training
- On-site support visits included
- After-hours emergency line
- Quarterly review and 12-month IT budget
Secure
- Everything in Business
- Written security policies
- Documentation auditors and insurers ask for
- Monthly security report
- Cyber-insurance application help
Managed IT: $1,000/month minimum, 12-month term. One-time setup is one month’s plan fee or $1,500, whichever is higher; any difference is invoiced at onboarding. Email and file migrations are quoted separately. Response targets are goals, not guarantees. We sign a service agreement with you before work begins.
Why CPA firms choose Scotchtown
- Local team in Middletown, not an out-of-state call center
- We already support CPA firms in the Hudson Valley
- One call for IT, phones, Wi-Fi, network and cameras
- Plain-English reports, no tech jargon
- Free 15-minute call, no pressure and no obligation
Questions CPA firms ask
Does this make us compliant with the FTC Safeguards Rule?
No single product can. CPA Firm Shield covers key safeguards (email security, encryption, backup, training and records), and your quarterly report shows what is covered and what still needs attention in your WISP.
Will it change Drake, Lacerte, UltraTax or QuickBooks?
No. It works on your email, backups and office PCs. Your tax and accounting software stay exactly as they are.
Can you set this up during tax season?
Yes. Setup is remote, takes about an hour and causes no downtime.
Do you work with Microsoft 365 and Google?
Yes. We protect and back up either one.
What happens after the free 30 days?
If you signed up online, your plan starts billing on day 31: $2,388 for the year, or $289/mo month-to-month. Cancel before then and you pay nothing for the plan. If you started with a call, you choose a plan at the end of the 30 days. If it isn’t a fit, we turn it off.
We have more than 10 users. Can we still sign up?
Yes. CPA Firm Shield covers up to 10 users. For larger firms, see full managed IT above, or call us and we’ll price it for your office.
Book your free 15-minute call
Fill out the form, or call Scotchtown Technology:
(845) 512-1203Mention CPA Firm Shield and we’ll start your 30 days free.
