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Industry Expertise

Protecting Client Financial Data and Meeting Regulatory Requirements
Accounting and CPA Firms

Accounting firms hold some of the most sensitive financial information in the economy — tax returns, financial statements, M&A transaction data, and estate plans. The IRS, FTC, and state CPA boards are increasing scrutiny of information security practices.

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24/7
Clinical Uptime Support
HIPAA
Compliance Program
300+
Organizations Served
SOC 2
Type 2 Accredited

The Stakes in Healthcare IT

Your Technology Challenges Are Different from Everyone Else's

A network outage for most businesses means lost productivity. In healthcare it means
disrupted care. The demands on your IT infrastructure — and your IT partner — are
categorically higher.

01

Tax Season Targeting

Accounting firms are specifically targeted during tax season when phishing campaigns impersonate the IRS, software vendors, and clients. The volume of legitimate document requests creates ideal social engineering conditions.

02

Remote Tax Professionals

Hybrid and remote work is now the norm in accounting. Staff accessing client tax data from home offices, client sites, and coffee shops creates endpoint and network risks that office-only security models cannot address.

03

Small Firm Vulnerability

Most CPA firms are small practices without dedicated IT staff. The FTC and IRS do not adjust compliance requirements based on firm size — creating a disproportionate compliance burden on small and mid-size practices.

Compliance and Regulatory

FTC Safeguards Compliance & Regulatory Requirements

BetterWorld Technology designs and manages your compliance program as a continuous service — not a one-time project. Your FTC Safeguards obligations are covered by the same managed security program that handles your 24/7 monitoring and incident response.

HIPAA HITECH SOC 2 NIST CSF NIST 800-171 42 CFR Part 2
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FTC Safeguards Rule

The revised FTC Safeguards Rule requires accounting firms to implement a comprehensive information security program — including a designated security coordinator, risk assessment, and formal security controls. Enforcement began in 2023.

IRS Publication 4557

The IRS requires tax preparers to implement a written data security plan addressing specific requirements. Firms without a documented security plan face license revocation and IRS enforcement action.

Client Data Breach Notification

Most states require notification to clients and regulators within 30 to 72 hours of a data breach. Accounting firms without an incident response plan face both legal liability and reputational damage when breaches occur.

What We Deliver

Managed IT & Security Services for Accounting and CPA Firms

A complete managed IT and cybersecurity program purpose-built for clinical
environments, compliance obligations, and 24/7 operational demands.

A complete managed IT and cybersecurity program purpose-built for clinical environments, compliance obligations, and 24/7 operational demands.

Tax Practice Security

Secure workstations and networks for tax preparation workflows — protecting client tax returns, W-2 data, and financial documents during peak season when volume and attack activity both spike.

Client Portal Security

Secure document exchange portals replacing email for client document transmission — with access logging, encryption, and audit trails that satisfy FTC Safeguards documentation requirements.

FTC Safeguards Compliance Program

Formal written information security program meeting FTC Safeguards and IRS Publication 4557 requirements — including risk assessment, control implementation, and annual review documentation.

Multi-Office Management

Accounting firms with multiple offices and remote staff need consistent security across all locations — unified endpoint management, consistent patch policies, and centralized monitoring regardless of where staff work.

Why BetterWorld Technology

Why Accounting and CPA Firms Organizations Choose
BetterWorld Technology

We have been serving healthcare organizations since our founding. We understand the intersection of clinical operations, regulatory obligation, and cybersecurity risk that makes healthcare IT fundamentally different from every other industry.

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IRS WISP

Written Information Security Plan meeting IRS Publication 4557 requirements — maintained and updated annually.

FTC Safeguards Documentation

Formal GLBA-adjacent information security program documentation meeting FTC Safeguards requirements — with designated security coordinator and annual risk assessment.

Secure Client File Exchange

Encrypted client portal replacing email for sensitive financial document exchange — with access logs and delivery confirmation.

Industries We Serve

We Serve Organizations Across Every Major Industry

Purpose-built IT and cybersecurity for the sectors that demand the highest standards of security, compliance, and reliability.

 
Financial ServicesHealthcareManufacturingEducationLegal ServicesGovernment ContractorsNonprofitsPrivate EquityAct 60TechnologyAccountingBankingDefense ContractorsReal EstateInsuranceConstructionAutomotive

Industry FAQ

Common Questions About Our Industry Expertise

BetterWorld Technology is a Certified B Corporation — one of fewer than 10 MSPs in North America to hold this designation. We operate under a true partner model, meaning your account has a dedicated advisor, not a ticket queue. Our 98% client renewal rate and 90%+ CSAT scores reflect a service model built around outcomes, not SLAs.
We serve healthcare, financial services, manufacturing, nonprofits and associations, education, legal services, government contractors, private equity-backed organizations, and Act 60 companies in Puerto Rico. Each industry engagement is built around its specific compliance framework — HIPAA, SOC 2, CMMC, FERPA, or PCI DSS.
We serve organizations from 25 to 2,500 users. Our sweet spot is the growth-stage organization that needs enterprise-caliber IT leadership without the overhead of a full internal team. We also co-manage environments alongside existing IT departments.
Our headquarters is in Oak Brook, Illinois, outside Chicago. We have offices across 30+ US cities and serve clients in 11 countries. Most client work is delivered remotely with on-site support available in all major metro areas.
Yes. BetterWorld Technology holds an active SOC 2 Type 2 certification, independently audited annually. This means our own security controls — access management, change control, availability, and confidentiality — are verified by a third-party auditor. We share our attestation report under NDA.

Ready to Get Started?

Ready to Build a Healthcare IT Program That Holds Up?

Talk to a BetterWorld Technology healthcare IT advisor. We start with your specific
environment and obligations, not a generic proposal.

Connect With Us (866) 583-8122
Newsweek
Most Reliable 2026
|
CRN
MSP Elite 250
|
Real Leaders
Top Impact Company
|
Clutch
Top MSP — Global
|
Certified
SOC 2 Type 2
|
Certified
B Corporation
|
Newsweek
Most Reliable 2026
|
CRN
MSP Elite 250
|
Real Leaders
Top Impact Company
|
Clutch
Top MSP — Global
|
Certified
SOC 2 Type 2
|
Certified
B Corporation
|

Client Results

Trusted by 300+ Organizations

98% client renewal rate. 90%+ CSAT scores. 24/7 coverage across 11 countries.
★★★★★

"BetterWorld Technology transformed our IT infrastructure. Their proactive approach means we rarely deal with downtime. They truly act as a partner, not just a vendor."

Director of Operations
Healthcare Organization — Chicago, IL
★★★★★

"Their cybersecurity team helped us achieve SOC 2 Type 2 compliance in under six months. The vCISO advisory was exactly what we needed at our stage of growth."

VP of Technology
Financial Services Firm — Washington DC
★★★★★

"We switched from a national MSP to BetterWorld and the difference is night and day. Responsive, knowledgeable, and they understand nonprofits. Renewal is automatic for us."

Executive Director
Human Services Nonprofit — Denver, CO

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