IT & Cybersecurity
for Tax Firms
Tax preparers and enrolled agents face unique cybersecurity and compliance requirements. MMIT is built specifically for firms like yours — IRS Publication 4557, FTC Safeguards, and WISP compliance included.
Tax firms are a prime target.
Most don't know it yet.
You handle sensitive financial data for dozens of clients — without the IT resources of a large firm. That makes you an attractive target.
IRS Compliance Required
Every tax preparer must maintain a Written Information Security Plan and meet FTC Safeguards mandates. Most small firms are not there yet.
High-Value Targets
A single tax firm holds Social Security numbers, bank details, and income records for hundreds of clients. That is exactly what cybercriminals want.
Tax Season Exposure
Phishing spikes during filing season. One compromised employee account can freeze your EFIN and halt your entire practice.
No IT Department
Large firms have dedicated IT and compliance staff. Small and mid-size tax practices do not — and attackers know it.
MMIT checks every box on the IRS Security Six
The IRS requires every tax professional to implement six specific security controls. Most small firms are missing at least two. MMIT covers all six and documents them for your compliance file.
Antivirus & Endpoint Protection
MMIT deploys advanced endpoint detection on every device — real-time threat blocking and 24/7 monitoring, well beyond basic antivirus.
✓ Covered in all plans
Firewall Protection
MMIT configures host firewalls on every device during onboarding. Professional and Advanced plans add network-level firewall monitoring.
✓ Covered in all plans
Multi-Factor Authentication
Required by the FTC for any system holding taxpayer data. MMIT sets up MFA on every account during onboarding and confirms it stays active.
✓ Covered in all plans
Backup & Recovery
The IRS requires documented backup for all tax preparers. MMIT has encrypted daily cloud backup with tested restores and written records.
✓ Available
Drive Encryption
MMIT enables full-disk encryption on every device during onboarding. Recovery keys are escrowed securely. A lost device cannot expose client data.
✓ Covered in all plans
VPN for Remote Access
Remote staff need an encrypted connection to firm systems. MMIT sets up and manages VPN for every remote user during onboarding, if needed.
✓ Configured during onboarding
Documents your firm is required to have
and probably does not
The IRS and FTC don't just require security controls — they require written proof. MMIT helps you build and maintain every required document.
Written Information Security Plan (WISP)
Required by the IRS for all tax preparers. Your WISP documents how your firm identifies risks, protects client data, responds to incidents, and trains employees.
MMIT creates and annually maintains your WISP.
FTC Safeguards Rule Documentation
The FTC classifies tax preparers as financial institutions. The Safeguards Rule requires documented risk assessments, a designated security coordinator, vendor oversight records, and annual program evaluations. Fines reach 0,120 per violation per day.
MMIT documents your controls for FTC compliance.
IT Vendor Security Attestation
The FTC Safeguards Rule requires you to document that your IT provider meets security standards. MMIT provides a written attestation confirming our controls meet Safeguards requirements.
MMIT provides written vendor documentation.
Incident Response Plan
IRS Publication 4557 and FTC Safeguards both require a documented plan for responding to data breaches, including IRS notification and client communication procedures.
MMIT includes incident response documentation in our compliance package.
Employee Training Records
Your WISP must document that employees receive regular security training. MMIT tracks completion automatically and generates audit-ready reports.
MMIT tracks and documents all staff training automatically.
Annual Security Program Review
The FTC requires documented annual evaluation of your security program. MMIT delivers a formal quarterly security review with a written report.
MMIT delivers and documents your required annual program review.
What tax firm owners say
Built specifically for tax firms
IRS & FTC Expertise
Our services, pricing, and compliance documentation are built around IRS Publication 4557, FTC Safeguards, WISP requirements, and GLBA — not generic IT.
Compliance Documentation Included
Most IT firms fix computers. MMIT also delivers the written security plan, vendor attestations, training records, and annual review your firm is legally required to maintain.
Local & Responsive
Based in Fort Payne, serving Northeast Alabama. On-site when you need it, fast remote response when you don't. You reach a person, not a ticket system.
Flat Monthly Pricing
One fee covers IT management, cybersecurity, compliance, and training. No surprise invoices during tax season.
of small businesses hit by a major cyberattack close within 6 months
of all cyberattacks specifically target small businesses
cost for your initial security review — no obligation, no jargon
Is your tax firm IRS and FTC compliant?
Schedule a free security and compliance review. We'll check your firm against IRS Publication 4557 and FTC Safeguards requirements and show you exactly how MMIT closes every gap.