IT and Compliance Built for Miami CPA Firms
From your WISP to tax-season uptime, ITva keeps your firm secure, compliant, and running so a system failure never stands between you and a filing deadline.
★ 100+ verified Google reviews · 4.9
Avg. 3.5-min response time
24/7 SOC monitoring
No long-term contracts
Your IT Provider Doesn't Speak “Tax Season”
Most IT companies can reset a password. Far fewer understand what happens when Drake locks up on April 14th, or what the IRS expects to see in your Written Information Security Plan. For a CPA firm, that gap isn’t an inconvenience — it’s a compliance and revenue risk.
If your current provider can’t answer these, you’re exposed:
• Do they actually know Drake, Lacerte, CCH Axcess, UltraTax, ProSeries, and QuickBooks — or do they just “support all software”?
• Did they build your WISP, and do they keep it current — or did you download a template that won’t survive scrutiny?
• What’s their response time during tax season, not just in July?
IT That Understands How Your Firm Actually Works
WISP Development & Maintenance
Every paid tax preparer must maintain a Written Information Security Plan under the FTC Safeguards Rule (16 CFR Part 314) and IRS Publication 4557 — and you attest to it at PTIN renewal. We build your WISP around how your firm actually operates and keep it current as your technology and staff change. Not a template — a plan that reflects reality.
Tax-Software Fluency
We support the applications your firm runs every day — Drake Tax, Lacerte, CCH Axcess, UltraTax, ProSeries, and QuickBooks — including the multi-user setups and data-handling that generalist providers stumble on.
Security That Maps to the Rules
Multi-factor authentication, full-disk encryption, endpoint detection and response, email security, and managed backups — implemented and documented so each safeguard ties back to a real requirement under the FTC Safeguards Rule and IRS guidance. Compliance you can show an auditor, not just claim.
Tax-Season Readiness
24/7 monitoring and a 3.5-minute average response mean help is there when a workstation goes down mid-filing. We harden your environment before January and review it again after April — when staff are tired and security habits slip.
Vendor Oversight You Can Document
The FTC Safeguards Rule requires you to oversee the service providers who touch client data. We give you the documented safeguards and accountability that satisfy that obligation — including BAA-equivalent data handling across our delivery chain.
Senior-Led, Compliance-First
Your firm’s security framework is designed and overseen by our CTO, Giancarlo Ramirez — 18+ years in systems engineering across accounting, healthcare, and aviation, Cisco-certified since 2006, with advanced cybersecurity training from NYU Tandon. Day-to-day support is delivered by our vetted technical team under ITva’s security standards and response commitments, with senior oversight on every escalation. You get specialist-level judgment on the decisions that matter — not a junior reading from a script.
Trusted by South Florida Firms
“We partnered with ITva Technologies not only for IT support but also for strategic IT consulting. Their recommendations have helped us streamline our operations and cut IT costs, improving overall efficiency.”
— Sean Sylvester, Rodriguez CPA & Advisors
IRS WISP & Data Security FAQs for Miami CPA Firms
What the IRS and FTC actually require from tax professionals — in plain English.
Are tax preparers required to have a Written Information Security Plan (WISP)?
Yes. The FTC Safeguards Rule requires every professional tax preparer — regardless of firm size — to maintain a Written Information Security Plan, and the IRS reinforces this obligation through PTIN renewal, where preparers confirm their data security responsibilities. A missing or outdated WISP exposes the firm to FTC penalties and IRS scrutiny.
What is IRS Publication 4557?
IRS Publication 4557, “Safeguarding Taxpayer Data,” is the IRS guide that explains how tax professionals comply with the FTC Safeguards Rule. It covers the required Written Information Security Plan (WISP), employee training, access controls, encryption, multi-factor authentication, and breach reporting obligations for CPA firms and tax preparers.
What does the FTC Safeguards Rule require of CPA firms?
The Safeguards Rule requires CPA firms to designate a security coordinator, perform a written risk assessment, encrypt client data, enforce multi-factor authentication, monitor and test safeguards, train employees, vet service providers, and maintain an incident response plan. Firms must also report certain breaches to the FTC within 30 days.
Why are CPA firms targeted by cybercriminals during tax season?
CPA firms hold exactly what criminals need to file fraudulent returns: Social Security numbers, EINs, bank details, and prior-year filings for hundreds of clients in one place. Business email compromise (BEC) and phishing attacks spike between January and April, when staff are rushed and more likely to act on a fake client email.
What should a CPA firm look for in an IT provider?
Look for documented experience with the FTC Safeguards Rule, IRS Publication 4557, and WISP development — not just generalist IT support. ITva Technologies builds and maintains WISPs for Miami CPA firms, combining 24/7 security monitoring with the compliance documentation the IRS and FTC expect to see.
Find Out Where Your Firm Stands
Get a free assessment of your firm’s IT and compliance posture — including whether your current WISP would hold up and where your tax-season risks are. No obligation, no jargon.
Backed by our 90-day satisfaction guarantee.