If your firm prepares taxes, manages money, or handles client financial data, federal law already classifies you as a financial institution with security obligations to match. Renegade handles the IT, the safeguards, and the paperwork, for a flat monthly cost.
Free, no pitch, no pressure.
The FTC Safeguards Rule applies to CPA firms, tax preparers, bookkeepers, and advisors regardless of size: written security program, risk assessments, MFA, and a 30-day breach-notification clock included.
Attackers time their campaigns for when firms are busiest and least able to absorb downtime. Client SSNs, returns, and account data are exactly what they're after.
Break-fix support keeps computers running. It doesn't produce the written policies, documented evidence that regulators, clients, and insurers now ask to see.
Under the Gramm-Leach-Bliley Act, the FTC Safeguards Rule (16 CFR Part 314) covers any business that handles consumer financial information — which explicitly includes accountants, tax preparation services, bookkeepers, financial advisors, insurance agencies, and mortgage brokers. Compliance means a Written Information Security Program (WISP), a designated qualified individual accountable for it, documented risk assessments, multi-factor authentication, encryption, vendor oversight, and an incident response plan. The IRS reinforces it: PTIN renewal now asks every tax professional whether the firm has a written data security plan.
For an owner-operator, that's a second job. A financial-aware MSP turns it into an operating reality: instead of controls actually deployed, the WISP written from what's really installed rather than a downloaded template, and the evidence trail maintained year-round, so the compliance answer is always yes, and there's proof behind it.
Scoped to your firm but these are the core services CPAs, advisors, and financial businesses rely on.
WISP development, annual risk assessments, and the documentation trail that's maintained year-round, not scrambled and forgotten.
MFA everywhere, encryption at rest and in transit, and monitoring on every system that touches client data.
The #1 way firms get breached is spoofed client requests or fake IRS notices. All locked down with filtering and staff training.
Encrypted, versioned, tested backups aligned to your retention obligations, with restore data you can rely on when audits arrive.
Your tax, accounting, and planning software kept fast, updated, and available when the deadline can't move.
Drafting, intake, and workflow automation deployed so client financial data never leaves your control.
Pick a time that works. Tell us about the firm, team size, software, and what's keeping you up at night. Zero-prep required.
We review your security, systems, and Safeguards documentation, then deliver written findings in plain English: what's solid, what's exposed, what it takes to fix.
You get a clear plan with pricing. Use us, use anyone, or file it away. No constant pressure, no follow-up barrage.
Renegade Technology gives financial firms the security program requirements experts and the IT department the practice deserves, via a fixed-cost structure that's a fraction of a full-time expert. Based in Los Angeles and available remotely to everyone.
Three tiers, each deployed with client financial data protected as the first requirement.
AI connected to email, calendars, and all documentation configured so client data stays inside the firm's control.
Agents for intake, document collection, and follow-ups that give hours back to billable work every week.
Firm-wide automation that compounds to your sovereign quoting, reporting, and client communication at AI speed.
Yes. Tax preparers, CPA firms, bookkeepers, and advisors are covered regardless of size — a solo practitioner preparing returns is covered. Firm size affects how complex the program needs to be, not whether it applies.
A Written Information Security Program is the control document the Safeguards Rule requires and the IRS expects to see. It has to reflect the controls actually running in your firm. A downloaded template describing safeguards that were never put in place is commonly used but has no compliance value.
About 30 minutes. We review your security controls, systems, and compliance documentation, then deliver written findings you keep either way. If we're a fit, we'll show you a plan with pricing. If not, you still know exactly where the firm stands. No pressure, no follow-up barrage.
If they're keeping computers running, that's break-fix — a valid layer but not a compliance program. The question worth asking is whether they produce a WISP, risk assessment, and evidence of tested backups today. If the answer is no, that gap is the firm's liability, not theirs.
Pricing is typically per user, monthly, based on firm size and what's being managed with compliance included, not upsold. We scope it after the free assessment so the quote reflects what your firm actually needs, and you can weigh it against the cost of a single tax-season incident.
Yes, deployment is what matters. Client financial data can't flow into consumer AI tools with unclear data handling. We deploy AI for drafting, intake, and workflow automation in configurations where client data stays under the firm's control.
Your IT should earn the same trust. Get a free assessment and know exactly where your firm stands.
Free, no pitch, no pressure.