Accounting, Tax & Financial Firms
Meet the Safeguards Rule. Survive tax season.
Tax preparers and financial firms must now have a written information security plan under the FTC Safeguards Rule, and they hold exactly the data criminals want. We build the plan, run the controls, keep the firm online through the season, and give the partners a live view of the practice.
- FTC Safeguards Rule (WISP)
- Tax-season uptime
- Client portal and file security
- Firm performance visibility
Quantum Command · example questions
Sample- How many returns are still unstarted with less than three weeks to the deadline?
- Which clients had the largest write-downs last season?
- What is billed versus collected by partner this quarter?
Trusted by Wisconsin businesses since 2013
- Southern Door School District
- Door County Child Development Center
- St. John Bosco Catholic School
- Sturgeon Bay Yacht Club
- Washington Island School District
- Heim's Hillcrest Dairy
- Newport Resort
- Accurate Marine & Storage L.L.C.
- Rogue Theater
- Raibrook
- Buy the Numbers
- BBB A+ Accredited
- Founder: Door County Economic Development Corporation Entrepreneur of the Year
- Founder: U.S. Small Business Administration Rural Small-Business Person of the Year
- HIPAA · PCI · CMMC fluency
- Microsoft security foundation
What you get
Built for accounting & tax firms
FTC Safeguards Rule (WISP)
Tax-season uptime
Client portal and file security
Firm performance visibility
- Written and maintained for you
- WISP
- The two controls insurers and the IRS expect
- MFA + EDR
- Years in business
- 13+
Does running a accounting & tax firms business sound like this?
The WISP is a template nobody implemented.
The IRS requires a written plan; the plan requires controls; the controls are not in place.
Tax season cannot have a down day.
A server or software outage in March costs the firm more than any other week of the year.
Client files arrive by email.
Social security numbers and bank statements in attachments, on phones, in personal accounts.
Firm metrics lag the season.
Realization, extensions and staff capacity are known at the end, not during.
There's a better way, and it's already working for businesses like yours.
How Quantum Command helps
A Safeguards-compliant firm with numbers during the season, not after
We write and maintain the WISP, implement its controls, keep the practice-management and tax systems running through peak, and connect them to the firm's own books for a partner dashboard.
- Returns and engagements by status, preparer and due date
- Realization and write-downs by client and staff member
- Extensions filed and work remaining against capacity
- Client accounts receivable and retainer status
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Questions you could ask your own data
No reports to build, no analyst to wait on. Ask in plain English and get an answer drawn straight from the systems you already run.
“How many returns are still unstarted with less than three weeks to the deadline?”
“Which clients had the largest write-downs last season?”
“What is billed versus collected by partner this quarter?”
Software we support
If your tools can connect, we can bring them in
A sample of the accounting & tax firms systems Quantum Command pulls into one view. Don't see yours? If it has an API or export, it likely works.
- Lacerte
- ProSeries
- UltraTax CS
- Drake
- CCH Axcess
- Karbon
- Canopy
- QuickBooks
- Xero
Everything else we do
The rest of what we handle for accounting & tax firms
Quantum Command is one part of it. Most of our work is keeping the technology underneath running.
Managed IT
Cybersecurity
VoIP Phone Systems
Questions, answered
Accounting & Tax Firms, specifically
A written information security plan with a qualified individual responsible for it, a risk assessment, access controls, encryption, multi-factor authentication, staff training, oversight of service providers, an incident response plan and regular testing. IRS Publication 4557 walks through it; we implement it.
That is the point of the service. Proactive monitoring, patching outside of business hours, tested backups, redundant internet and a help desk that answers in minutes during the season.
Through an encrypted client portal or your practice-management system, not email. We set the portal up, turn on the controls, and help you move clients to it.
CPA and bookkeeping firms, enrolled agents, financial advisors and insurance agencies with three to fifty people across Door County, Green Bay, Brown County and Northeast Wisconsin.
Let's talk about your accounting & tax firms setup.
See the dashboard built for your industry, or just talk through what's not working in your current technology. Either way, a real person picks up.
No obligation. No sales pressure. Just your business, on one screen.