VETERAN-OWNED · HOUSTON · 26+ YEARS
GLBA Compliance for Accountants Houston
GLBA Safeguards Rule specialists for Houston accountants — WISP and data security.
GLBA Safeguards Rule IT compliance for Houston CPA firms and tax preparers.
📅 Book Your Free IT Assessment
⚡ Limited slots · Same-week response guaranteed
CPA firms, tax preparers, and enrolled agents in Houston are classified as financial institutions under GLBA and must comply with the updated FTC Safeguards Rule. The updated rule (effective June 2023) adds specific technical requirements that most small CPA firms have not yet implemented.
SpaceTown IT has provided IT compliance services to Houston businesses for 26+ years. Our veteran-owned team understands the intersection of technology, compliance, and business operations — delivering practical compliance programs that protect your business without disrupting your operations. We work alongside your legal and compliance counsel to implement the technical controls and documentation that auditors, regulators, and insurers require. Call (832) 304-9748 or book your free compliance assessment today.
🔒 Technology Overview
GLBA Safeguards Rule compliance for Houston accountants delivered by SpaceTown IT includes: Written Information Security Program (WISP) development meeting all updated Safeguards Rule requirements, multi-factor authentication deployment for all systems accessing customer financial information, tax software security assessment for Lacerte, ProSystem fx, UltraTax, and other platforms, encryption of client financial data at rest on all workstations and servers, encrypted email for transmitting client financial documents, secure client portal deployment replacing email attachments for document exchange, patch management meeting Safeguards Rule vulnerability timelines, service provider oversight program, incident response plan meeting Rule notification requirements, and annual program review and board/owner reporting. SpaceTown IT has served Houston CPA firms for 26 years.
Without vs. With SpaceTown IT
❌ Without SpaceTown IT
- ⚠ WISP not updated for June 2023 amendments — immediate compliance gap
- ⚠ MFA not deployed for tax software and client portal — explicit Rule requirement
- ⚠ Client financial documents transmitted via unencrypted email — Safeguards Rule violation
- ⚠ Security gaps creating compliance exposure
- ⚠ Vendor relationship management consuming your time
✓ With SpaceTown IT
- ✓ Updated WISP approved by firm ownership meeting all June 2023 Rule requirements
- ✓ MFA deployed for all tax software, client portal, and remote access
- ✓ Secure client portal replacing email attachments for all document exchange
- ✓ Compliance-ready configuration and documentation
- ✓ Full vendor management included in engagement
What Houston Business Owners Say
“SpaceTown IT deployed our new security platform in under a week with zero disruption. They knew the technology cold and had us protected immediately.”
— A. Martinez, IT Director · Gulf Coast Energy Group
“Our compliance audit went from stressful to straightforward after SpaceTown IT implemented our compliance framework. Every control documented and tested.”
— S. Johnson, Compliance Officer · Texas Healthcare Associates
“We were using outdated technology and knew it. SpaceTown IT modernized our entire stack, trained our team, and handled every vendor relationship. Exceptional.”
— B. Nguyen, CEO · Houston Professional Services Group
Frequently Asked Questions
Ready to Get Started?
Book a free 30-minute IT assessment and learn how SpaceTown IT can deploy and manage this technology for your Houston business.
⚡ Limited slots · Same-week scheduling · Veteran-owned · Houston since 1998
Or call: (832) 304-9748