WHY
CHOOSE
US
FOCUS: We specialize in providing complete IT consulting services and managed IT support to Certified Public Accountants (CPA) firms, Tax Preparers, Third Party Administrators (TPA), and other financial services firms.
COMPLIANCE WITH REGULATIONS: We have extensive experience in helping our clients comply with cybersecurity compliance requirements, including Written Information Security Plan (WISP), FTC Safeguards Rule, IRS Publications 4557 and 5293, and Department of Labor Cyber Security and Compliance Program Best Practices.
COMPLETE SOLUTION: A fully outsourced and connected IT department with real IT experts supporting your team. Our IT-managed services provide more than just technical support; they focus on both data protection solutions and managed IT services and support.
PART OF YOUR TEAM: Full IT governance with setup and leading of IT Governance Review Committees. As IT management consulting experts, we will become part of your team structure, providing managed IT support services and IT consultancy services tailored to your needs.
CERTIFICATION/EXPERIENCE: Combined 50+ years of IT experience and certifications in Microsoft, CISM, and proficiency in accounting, tax, TPA, and other financial services applications. Our team includes experts in IT security consulting and managed network security services to ensure your systems are fully protected.
PEACE OF MIND: Providing 24×7 system and security monitoring with regular incident reports and reviews provided to decision-makers and management. Emergency response to minimize disruptions from cyberattacks and data breaches, with reliable data backup and recovery services. Rest easy knowing your IT-managed support services are backed by some of the best IT consulting firms in the industry, specializing in IT security compliance and managed network and security services.
WHAT WE BRING
Accounting firms, Tax preparers
Third Party Administrators
Financial Advisors and Investment advisors,
Mortgage lenders, payday lenders, finance companies, mortgage brokers,
Account services, check cashiers, wire transferors, collection agencies, credit counselors and non-federally insured credit unions
OUR SERVICES
CPA WISP Compliance Check
24x7 system Management
PHILOTECH
SOLUTIONS
Business Overview
The Philotech team of IT security consultants and cybersecurity experts is dedicated to providing peace of mind so you can focus on delivering exceptional financial services. Our IT consultancy services are tailored to meet the unique needs of financial firms.
Primary Market
We are focused on small to medium-sized CPA, TPA, and financial firms in the US region, providing them with cybersecurity compliance and managed IT support services, including IT security compliance solutions.
Regulatory Compliance Support
Expertise in compliance with industry regulations such as the FTC Safeguards Rule and the Department of Labor, ensuring your firm meets all necessary standards through our IT services consulting and IT governance solutions.
Firewall and Network Security
Deploy state-of-the-art firewalls, managed network security services, and endpoint security measures to prevent intrusion and secure communication channels as part of our managed network and security services.
24/7 IT Management and Threat Monitoring
Continuous surveillance of your IT environment through our IT managed services support to detect and respond to potential threats in real-time, minimizing the risk of data breaches with our data protection solutions and data backup and recovery services.
Employee Training
Comprehensive IT security consulting and cybersecurity training for your staff to recognize and respond to potential security threats effectively, strengthening your organization's overall defense strategy.
PHILOTECH
SOLUTIONS
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Business Overview
PhiloTech offers a comprehensive..
Market Analysis
Industry Overview The demand..
Target Market
Primary Market: Small to medium-sized CPA firms. Geographic Focus: Local and regional firms within a 100-mile radius.
Services Offered
Setup and management of local..
Cybersecurity
Implementation of firewalls..
Data Backup & Recovery
Automated data backup solutions..
OUR PARTNERS
