Security & Compliance

Tech4 helps CPA, tax, business accounting, and law firms get their technology stack aligned with real-world security and compliance expectations—without turning you into an IT or regulatory expert. We act as an independent advisor, helping you make sure the tools you use (and the providers behind them) support frameworks like FTC Safeguards, IRS/GLBA expectations, and industry best practices

What Tech4 can help with:

Security & Compliance Readiness Reviews
High-level assessments of your current cloud, apps, and vendors to identify gaps around data protection, access controls, encryption, backups, and incident response.
WISP & Policy Alignment Support
Guidance to help your firm align with Written Information Security Plan (WISP) expectations and related documentation requirements tied to IRS/FTC and other regulatory guidance.
Vendor & Cloud Security Due Diligence
Independent review of hosting providers, legal/finance platforms, and key SaaS tools (including their security posture and documentation) so you’re not taking vendor claims at face value.
Access, Identity & Endpoint Strategy Recommendations around MFA, role-based access, endpoint protections, and secure remote work so your team can work from anywhere without putting client data at risk.
Ongoing Advisory & Roadmapping Practical, prioritized next steps—what to tackle now, what to plan for later—so security and compliance become an ongoing process instead of a one-time fire drill.

In short, Tech4 helps you turn security and compliance from a vague risk into a clear, manageable plan, making sure your technology partners and platforms actually support the standards your firm is held to.