From January 1 to the October deadline — encrypted client records, systems that don’t blink during tax season, and support that understands a CPA’s calendar.
SSNs, returns, and financials encrypted at rest and in transit — with access limited to exactly who needs it.
Zero patience for downtime in March and April. Proactive monitoring keeps your practice software and e-filing running.
Financial firms are the top target for business email compromise. We watch for the email your client never sent.
Documentation your auditors, regulators, and cyber-insurance underwriters will actually accept.
Tax, bookkeeping, and practice management platforms — supported by engineers who’ve seen them all.
Encrypted backups with regular restoration tests — because “we think it’s backed up” isn’t an answer you’d accept either.
Yes. The FTC Safeguards Rule requires tax preparers to maintain a WISP. We run the compliance review, draft the plan with your team, and pair it with a disaster recovery plan, privacy and security policies, and insurance alignment.
Encryption at rest and in transit, least-privilege access, SOC-monitored endpoint detection, and email security focused on the phishing and wire-fraud attempts financial firms actually see.
Yes. Proactive monitoring and after-hours patching keep practice software and e-filing running when downtime isn't an option — no disruptive maintenance from January through April.
Yes. Tax, bookkeeping, and practice-management platforms plus Microsoft 365 — supported by engineers who have seen them all, under one plan.
Tax professionals are required to have a written information security plan (WISP) under the FTC Safeguards Rule — and most of them are a template nobody has read. nicwerks® took Encurio through the real thing: a compliance review of how client data actually moves through the practice, a WISP drafted side-by-side with the operations team, and alignment with the firm’s insurance requirements.
The rollout paired the WISP with the pieces most firms skip — a disaster recovery plan and privacy and security policies — refined over working review sessions until the plan described how Encurio actually operates, and stored where the team works.
“Nick is a top-notch IT professional. He’s incredibly responsive and always willing to go the extra mile. I highly recommend him.”
“Nick is a big part of our team — super knowledgeable. We never had any issues he couldn’t resolve. And he was there for us during a crisis.”
“Nick has been my IT guy for 20+ years and he’s fantastic — knowledgeable, efficient, and extremely patient with non-techy people like me.”
A free assessment of your practice’s network and security — before January makes it urgent.
