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IT Consulting & FTC Safeguards Compliance for CPA Firms and Financial Advisors in Texas



IT Consulting & FTC Safeguards Compliance for CPA Firms and Financial Advisors in Texas | SpaceTown IT


📍 Houston, TX — SpaceTown IT

IT Consulting & FTC Safeguardsfor CPA Firms & Financial Advisors in Texas

Your clients trust you with their most sensitive financial data. SpaceTown IT makes sure your technology and compliance program are worthy of that trust.

<1 hr
Response Time
99.9%
Uptime SLA
24/7
Monitoring
HTX
Based in Texas
🔒SOC 2-Ready Security
☁️Microsoft & Azure Partner
Oil & Gas IT Specialists
🏥HIPAA-Compliant IT
Same-Day On-Site Support

Our Services

IT Consulting for CPA & Financial Firms

SpaceTown IT provides specialized IT consulting and FTC Safeguards compliance services for Texas CPA firms, financial advisors, and accounting practices.

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WISP Creation for CPA Firms

We write a complete Written Information Security Program customized to your accounting practice — not a generic template.

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FTC Safeguards Compliance

End-to-end Safeguards Rule compliance — risk assessment, gap analysis, policy creation, and ongoing monitoring.

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Outsourced Qualified Individual

We serve as your FTC-required Qualified Individual, managing and reporting on your information security program.

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Secure Remote Work

Zero-trust remote access, MFA enforcement, and encrypted file sharing for accountants working from any location.

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Tax Season IT Support

Priority helpdesk support and infrastructure stability during your busiest season — January through April 15.

Microsoft 365 for Accounting

Secure M365 deployment, SharePoint for document management, and Teams for client collaboration — properly hardened.

Why SpaceTown IT

Why Houston BusinessesTrust SpaceTown IT

We bring deep industry expertise and a Houston-first commitment to every engagement.

01

We Understand Your Compliance Obligations

CPA firms and RIAs face FTC Safeguards, IRS data security requirements, and state-level regulations. We know all of them.

02

Tax Season Ready

Our helpdesk priority escalation during tax season means your technology never becomes a bottleneck when deadlines are critical.

03

Client Data Protection

We implement the layered security controls — encryption, MFA, access controls — needed to protect sensitive client financial data.

04

We Write Your WISP, You Stay Compliant

FTC regulations require a written security program. We create it, maintain it, and ensure your annual review is documented.

Ready for Expert IT Consulting for CPA & Financial Firms?

Book a free, no-pressure IT assessment today. Our Houston team will walk you through exactly what we can do for your business.

Get a Free IT Assessment →

FAQ

Common Questions

Straight answers about how we work, what we cover, and what it costs.

Does my CPA firm need to comply with the FTC Safeguards Rule?
Yes. CPAs and tax preparers who receive, maintain, or transmit customer financial information are covered financial institutions under the Gramm-Leach-Bliley Act and must comply with the FTC Safeguards Rule.
What is the IRS Publication 4557 requirement?
IRS Pub 4557 provides data security guidelines for tax professionals. It overlaps significantly with FTC Safeguards requirements. SpaceTown IT helps you satisfy both simultaneously.
How do you protect client data during tax season?
We implement encrypted file transfer portals, multi-factor authentication on all access points, endpoint monitoring, and backup systems — all tested before your busy season begins.
Do you work with popular accounting software?
Yes. We support QuickBooks, UltraTax, ProSeries, Lacerte, Drake, and other major accounting platforms — both on-premise and cloud-hosted versions.


How SpaceTown IT Works

Step 1: Free IT Assessment — We audit your current environment, identify gaps, and benchmark your security posture against industry standards. No cost, no obligation.

Step 2: Custom Roadmap — A prioritized action plan with timelines, costs, and quick wins tailored to your industry and compliance requirements.

Step 3: Hands-On Implementation — Our engineers execute the plan — from deploying Microsoft Defender to configuring SCADA network segmentation — while keeping your business running.

Step 4: 24/7 Monitoring & Support — SpaceTown IT monitors your environment around the clock, responds to incidents in under 1 hour, and provides monthly executive reporting.

Compliance Coverage

FTC Safeguards Rule 98%
CMMC 2.0 Level 2 95%
Microsoft 365 Security Baseline 100%
NIST CSF Alignment 92%
IRS Publication 4557 (CPA/Tax) 97%
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