Secure IT
for Accounting Firms
Simplify
Firm Compliance
Your Complete
Compliance Partner
Secure your firm. Protect client data. Stay prepared for IRS and FTC requirements.
Your clients trust you with their most sensitive financial information. Your technology should protect that trust.
Celestnova helps accounting firms, CPAs, bookkeepers, and tax professionals secure their devices, emails, cloud data, and daily operations with managed IT, cybersecurity, and compliance-focused security services designed for modern firms.
Whether you’re a solo practitioner or a growing multi-office firm, we help you build stronger security without adding more work to your team.
Why Accounting Firms Choose Celestnova
Tax season leaves little room for IT problems.
A ransomware attack, phishing email, failed backup, or inaccessible QuickBooks file can stop your business when your clients need you most.
We proactively manage your technology so you can focus on serving clients instead of troubleshooting computers.
Built for firms that use
Understanding IRS Publication 4557 & FTC Safeguards Rule
Enterprise Security Built for Small Firms
Auto Ransomware Rollback
SOC 2 Compliant Infrastructure
24/7 Threat Monitoring
WISP Included
Proven Results for Accounting & CPA Firms
We help accounting practices pass regulatory audits, secure taxpayer data against ransomware, and maintain uninterrupted client operations during busy tax seasons.
Written Information Security Plan
A Written Information Security Plan (WISP) documents exactly how your firm protects sensitive client information and meets regulatory standards.
Security Responsibilities & Access Controls
Clear designation of internal roles, permissions, and multi-factor access protocols.
Risk Assessments & Vendor Management
Ongoing evaluation of internal vulnerabilities and third-party software vendors.
Employee Procedures & Incident Response
Clear protocols for workforce security, threat mitigation, and breach recovery.
Backup Policies & Regular Reviews
3-2-1 backup strategies and scheduled policy updates as your firm grows.
A WISP should reflect how your firm actually operates and should be reviewed regularly as your business changes.
Compliance Support We Provide
Data-driven Insights
- Complete FTC & IRS compliance mapping
- Custom-tailored policy frameworks
- Audit-ready security documentation
Custom WISP Preparation
Tailored Documentation: Built around your firm’s exact size, software stack, employees, and operational workflows to meet specific regulatory mandates like FTC Safeguards or IRS Pub 4557.
- Tailored Policy Framework: We draft custom security policies that directly reflect your daily operations, tools, and team structure rather than relying on generic templates.
- Regulatory Alignment: Every plan is mapped to comply with essential industry standards and government regulations like the FTC Safeguards Rule or IRS Publication 4557.
- Operational Integration: We ensure your compliance documentation seamlessly fits into your existing workflows without causing administrative friction or slowing down your business.
Security Controls Implementation
Technical Safeguards Deployment: Hands-on assistance deploying essential technical controls, including Multi-Factor Authentication (MFA), endpoint protection, data encryption, and access management to support your WISP policies.
- Endpoint Protection & MFA: We configure robust technical safeguards including Multi-Factor Authentication, disk encryption, and endpoint security across all user devices.
- Access Control Management: Our team sets up strict role-based access limits to ensure team members only access the specific data required for their job.
- Secure Network Setup: We harden your digital perimeter, network infrastructure, and cloud environments against unauthorized access and external cyber attacks.
Security Awareness Training
We help your employees recognize phishing attempts and reduce human error.
- Phishing Simulations: We launch automated, realistic phishing test campaigns to evaluate employee vigilance and train them on real-world email scams.
- Interactive Modules: Short, engaging training modules keep your team educated on password hygiene, device security, and safe data handling practices.
- Progress Tracking & Analytics: Track team completion rates, identify high-risk employees, and measure overall security awareness through detailed reporting.
Documentation Updates
As your firm grows, changes software, or hires new staff, we help keep documentation current.
- We review and update your WISP whenever you onboard new staff, adopt new software applications, or alter core workflows.
- Regular yearly audits ensure your security policies naturally adapt to emerging cyber threats and updated regulatory requirements.
- Maintain a continuous trail of documented policy revisions to effortlessly demonstrate compliance during official third-party audits.
Everything Included in Our Managed IT Plans
Every managed IT plan includes proactive protection, monitoring, and support.
Next-Generation Endpoint Protection
Advanced threat detection and ransomware defense.
Cloud Backup
Secure, encrypted backups with flexible recovery options.
24/7 Monitoring
Issues are detected before they become major problems.
Unlimited Remote Support
Fast assistance whenever your team needs help.
Email Security
Anti-phishing and malicious email protection.
Automatic Patch Management
Operating systems and applications stay updated.
Cloud Backup & Business Continuity
Tax records, client documents, financial files, and business data need more than simple local storage. Celestnova’s managed cloud backup helps protect critical information from accidental deletion, hardware failure, ransomware, and other disruptions.
Our backup infrastructure utilizes U.S.-based data centers in Ashburn, Virginia and Phoenix, Arizona, providing geographic separation for stronger resilience and helping keep protected backup data within the USA.
- U.S.-Based Infrastructure
- 256-bit AES Encryption
- Off-site protection against local hardware failures
- Fast file and data recovery
- Automated Daily Backups
- Business continuity support when something goes wrong
Advanced Antivirus & Endpoint Protection
Accounting firms handle sensitive taxpayer and financial information every day, making endpoint security an important part of a broader information security program. Celestnova helps implement and manage technical safeguards that can support your firm’s security program and alignment with requirements such as the FTC Safeguards Rule and IRS Publication 4557.
- Next-Generation Antivirus & Malware Protection
- Real-Time Threat Detection
- Ransomware Protection
- Proactive Endpoint Monitoring
- Automatic Security Updates & Patch Management
- Security Controls That Support Your WISP
Advanced Antivirus & Endpoint Protection
Accounting firms handle sensitive taxpayer and financial information every day, making endpoint security an important part of a broader information security program. Celestnova helps implement and manage technical safeguards that can support your firm’s security program and alignment with requirements such as the FTC Safeguards Rule and IRS Publication 4557.
- Next-Generation Antivirus & Malware Protection
- Real-Time Threat Detection
- Ransomware Protection
- Proactive Endpoint Monitoring
- Automatic Security Updates & Patch Management
- Security Controls That Support Your WISP
24/7 Managed IT Support
IT problems don’t follow business hours, and neither should your support. Celestnova provides ongoing monitoring and remote IT assistance to help your team stay productive and resolve technology issues quickly.
- 24/7 remote technical support
- Proactive system monitoring
- Patch management and maintenance
- User and device support
- Help with business applications and cloud services
- Proactive identification of potential IT problems
A Structured 4 Step Onboarding Process
Step 1: Discovery & Assessment
We review your current technology, software, users, and security posture.
Step 2: Security Setup
We deploy protection across your devices, backups, and monitoring.
Step 3: Compliance Alignment
We prepare your WISP and help align supporting controls where applicable.
Step 4: Ongoing Support
We continue monitoring, supporting, and improving your security and help your staff understand security best practices.
Choose Protection That Fits Your Accounting Firm
Nova Shield Essential
$69
/device/month
Essential Protection for Your Accounting Firm
- Next-Generation Antivirus + EDR
- Ransomware Protection & Rollback
- 250GB Secure Cloud Backup
- 24/7 Monitoring & Patch Management
- 24/7 Live IT Support
- Annual Preventive System Maintenance
- IT Asset Management
- Remote Device Lock & Data Wipe
- Secure Credential Vault
- End User Self-Service Portal
Best for: Solo CPAs, bookkeepers, and small tax practices with 1–5 devices seeking core IT security and reliable support.
Nova Shield Professional
$129
/device/month
Includes: Everything in Shield Essential,+: Advanced Security for Growing Accounting Firms, plus:
- 500GB Business Data Backup
- WISP
- Advanced Email Security
- Security Awareness Training
- Network Discovery & Asset Visibility
- Asset Warranty Tracking
- Semi-Annual System Optimization
- Enhanced Security Reporting
Best for: Growing firms with 5–10+ devices that need advanced cybersecurity, employee training, and WISP compliance documentation.
Nova Shield Elite
$179
/device/month
Includes: Everything in Shield Professional, +: Maximum Resilience for Security-Conscious Firms, plus:
- 1TB Full System Image Backup
- Microsoft 365 Cloud Backup (Exchange, OneDrive, SharePoint, Teams, OneNote, Planner & Lists)
- Google Workspace Backup
- 24/7 Security Operations Monitoring
- Dark Web Monitoring
- Quarterly Preventive Maintenance
- Advanced Security Assessment Reports
- Identity Protection & Microsoft Entra ID Backup
Best for: Established accounting practices requiring maximum resilience, complete cloud backups, and active threat monitoring.
Powered by Security Solutions That Meet Global
Compliance Standards
Backup Controls Around The Requirements That Matter
IRS Pub 4557
Taxpayer Data Security
We implement and manage the core technical controls recommended by the IRS to safeguard taxpayer data—including endpoint protection, multi-layer encryption, automated backups, access controls, and security awareness training.
FTC Mandates
Technical Security Framework
For firms subject to FTC mandates, we deploy and monitor the required technical safeguards—such as multi-factor authentication, end-to-end data encryption, and system access logs—that form the backbone of your security posture.
GLBA
Financial Information Security
To support Gramm-Leach-Bliley Act standards, our managed security services help protect non-public financial records through continuous device monitoring, threat detection, and secure cloud data handling.
WISP
Documented Security Program
We help build, align, and maintain Written Information Security Plan (WISP) documentation that accurately reflects your firm’s real-world technology environment, administrative policies, and active security controls.
Securing Every Digital Endpoint Across Your Firm
Workstations & Laptops
Advanced endpoint protection, patch management, ransomware defense, and proactive monitoring keep every device protected.
Business Email
Reduce phishing attacks, business email compromise, and malicious attachments before they reach your team.
Client Data
Encrypted cloud backups help protect financial records against accidental deletion, hardware failure, and ransomware.
Your Team
Security awareness training helps employees recognize phishing attempts and follow safer security practices.
Your Questions, Answered
Know Before You Begin
Do all accounting firms need a WISP?
Firms that handle taxpayer information should understand whether FTC Safeguards Rule requirements apply to them. The IRS also directs tax professionals to maintain appropriate security plans and safeguards.
Can you help if we already have an IT provider?
Yes. We can provide co-managed IT, cybersecurity, WISP assistance, and security monitoring alongside your existing IT team.
How often should a WISP be updated?
It should be reviewed regularly and updated whenever your business, technology, vendors, or staffing changes.
Do you support QuickBooks and tax software?
Yes. We support businesses using popular accounting and tax software alongside Microsoft 365 and cloud-based business applications.
Can you prepare our WISP?
Yes. We work with your firm to prepare a customized Written Information Security Plan and help align supporting technical controls with your documented security program.