SmartWeb builds technology around the two things that define an accounting or tax practice: the concentration of sensitive client data you protect, and the seasons when downtime simply isn’t an option.
Most businesses can absorb a bad IT day. A tax firm in the first week of April cannot. Your work compresses into a few intense windows, and during those windows every hour of downtime is billable work lost and a client deadline at risk. At the same time, your systems hold one of the most concentrated collections of sensitive personal and financial data anywhere — Social Security numbers, bank details, and complete financial pictures for every client you serve. That combination is exactly what we design for.
A single tax practice can hold enough personal data to ruin hundreds of lives if it leaks. That makes you a target, and it makes protection non-negotiable.
Your technology has to be most reliable exactly when it’s under the most strain. We plan capacity, redundancy, and support coverage around your calendar, not a generic one.
Tax and accounting firms are heavily targeted, often right before deadlines when the pressure to pay is highest. Layered defense plus tested backups means an attack is a disruption, not a catastrophe.
Emailing a tax return as an attachment is a breach waiting to happen. We set up secure client portals so sensitive documents move safely.
Your firm gets the full SmartWeb stack tuned for accounting work: layered cybersecurity sized to the data you hold, backup and disaster recovery tested against real ransomware scenarios, Microsoft 365 configured for secure document handling, and compliance support mapped directly to your obligations.
If your firm prepares returns, you are almost certainly subject to the FTC Safeguards Rule and the IRS’s data-security expectations in Publication 4557 — including the requirement to maintain a written information security plan (WISP) to hold a PTIN. We don’t just point at the rules; we build the security program that satisfies them on the CIS and NIST frameworks, and we produce the documentation you’ll need when a client, an auditor, or your cyber-insurer asks. See Compliance for the full picture.
We support the environments accounting and tax firms actually run — Lacerte, UltraTax CS, ProSeries, Drake, ProConnect, CCH Axcess, and QuickBooks (desktop and online) — whether they’re installed locally or on your firm’s server. We know how these applications behave, how they like to be backed up, and how to keep them fast during the months that matter.