Free IT readiness assessment for accounting firms
Accounting Firm IT Readiness Assessment
A short, practical check of how well your firm protects client financial data, stays productive through tax season and meets the security rules that apply to tax and accounting work.
- A few minutes, plain-language questions
- See where you are strong and where the gaps are
- Free, with an optional review by our engineers
What it looks at
- Client data protection
- Security rules for tax pros
- Tax-season uptime
- Backup and recovery
The assessment
Start the assessment
Answer each question as things are today. There are no wrong answers, and nothing is shared outside Corporate Technologies.
What the assessment covers
The areas that matter most for accounting firms
Client data protection
How tax returns, financial statements and client files are stored, shared and protected.
Security rules for tax pros
Readiness for the FTC Safeguards Rule and IRS Publication 4557 expectations, including a written security plan.
Tax-season uptime
Whether your systems, remote access and support can keep up when the workload peaks.
Backup and recovery
Whether you could restore client files and accounting software quickly after ransomware or a failure.
How it works
What happens after you finish
- 01
Answer the questions
Plain-language questions about how your systems, security and backups work today. No technical knowledge needed.
- 02
See where you stand
Your answers show which areas are in good shape and which gaps deserve attention first.
- 03
Get a free review, if you want one
A Corporate Technologies engineer can walk you through the results and a practical plan. No obligation.
Want the bigger picture first? See how we support accounting firms.
More assessments
Not the right fit? Pick another assessment
Prefer to talk it through?
Corporate Technologies supports accounting firms from 21 locations across the US. Book a short call and we will review your IT readiness with you.
