Most IT firms give you generic advice that doesn't map to your regulatory obligations. Level3MD builds your security program around FTC Safeguards Rule and IRS Publication 4557 from the ground up.

Your firm holds thousands of Social Security numbers, tax returns, W-2s, and financial statements. Under the FTC Safeguards Rule, you are legally classified as a financial institution — with mandatory security requirements, documented compliance programs, and real penalties for falling short

Ransomware attack. 4,700 client SSNs exposed. Breach delayed 18 months.
Network hack. 216,752 individuals' data exposed.
These firms weren't fined for getting attacked. They were fined and sued because their security programs didn't meet the regulatory standards that govern every CPA and tax prep firm in America. The attack was the trigger. The compliance failure was the liability.
There are dozens of IT vendors who will tell you they support CPA clients. Here's the difference between an IT firm that checked a box and a partner who actually understands your regulatory world.

Keeps computers running. Calls it cybersecurity.
References Safeguards Rule. Can't explain WISP requirements.
Provides a downloaded template. Never reviewed it again.
Same support all year. No tax-season escalation.
Reports to your office manager.
Doesn't know IRS Pub 4557 exists.
Can't speak to auditors on your behalf.
Builds security programs around your regulatory obligations.
Wrote your WISP — and can defend every line to a regulator.
Custom program built around your actual data flows and software.
Priority monitoring and response during tax season.
Reports to your managing partner. Speaks at partner meetings.
Fluent in FTC Safeguards, IRS Pub 4557, Georgia breach law.
Acts as your vCISO — your advocate in front of auditors and insurers.
Our proprietary six-phase methodology for building, implementing, and maintaining a compliance-first security program. Every phase maps to a specific regulatory requirement — nothing generic, nothing optional.

FTC Safeguards gap analysis · Risk register · Data inventory
Custom WISP · Compliance policies · Incident response plan
MFA · EDR · Encryption · Secure backup · Email security
Safeguards training · Phishing simulations · Documented records
vCISO advisory · Quarterly reviews · Regulatory monitoring
24/7 monitoring · Incident response · Tax-season priority
Every engagement starts with a free FTC Safeguards Gap Assessment. 60 minutes. You'll know exactly where your firm stands — and what it would take to be audit-ready.
We know FTC Safeguards Rule, IRS Publication 4557, and Georgia's O.C.G.A. § 10-1-910 breach notification requirements — not as reference material, but as the foundation of every program we build.
20+ years supporting organizations in heavily regulated environments. We came to accounting firms because the compliance language is the same — and most IT vendors don't speak it.
We serve accounting firms. That focus means we know your software, your workflows, your seasonality, and your regulators.

Schedule a free consultation to discuss your technology needs and discover how we can help your business thrive.
Professional IT support and managed services for businesses. Secure, compliant, and reliable technology solutions.
Network Setup & Support
Cybersecurity Solutions
Cloud Migration
IT Infrastructure & Maintenance
Data Backup & Recovery
Software Integration
Copyright 2026. Level3MD. All rights reserved.