Protect client data, stay SOC 2 / PCI / GLBA-ready, and keep uptime through busy season — IT built for firms that handle other people's money.
Client financial records make you a target and a compliance liability. Generalist MSPs rarely speak SOC 2, PCI or GLBA — we do.
Missing SOC 2, PCI or GLBA controls and evidence when a client or auditor asks for proof.
An outage during tax season or month-end close stops billable work and burns client trust.
Finance firms are prime targets for business email compromise and fraudulent wire requests.
Access control, encryption, logging and monitoring mapped to the frameworks your clients demand.
EDR, MFA and least-privilege access across every device that touches financial records.
Email filtering, phishing simulation and staff training to stop business email compromise.
24/7 monitoring and tested backups so tax season and month-end don't get derailed.
Posture reviews and organized evidence, summarized for partners and clients — not just techies.
One transparent per-seat price so IT is a line you can plan around, not a surprise invoice.
A free risk assessment surfaces your real SOC 2, PCI and GLBA gaps and quick wins — in plain language partners understand.
EDR, MFA, encryption, monitoring and email defense — deployed, tested and mapped to your frameworks.
24/7 monitoring, automated containment and audit-ready evidence kept organized year-round — so the next client questionnaire is easy.
“A client sent us a security questionnaire mid-engagement. We had every answer and every document ready the same day — no fire drill.”
Compliance
Yes. We map and implement the technical controls a SOC 2 audit expects — access control, encryption, logging, monitoring and tested backups — and keep the evidence organized so your audit is a non-event.
We secure the systems and network that touch cardholder data, implement the required controls, and support your PCI-DSS self-assessment or audit with organized evidence.
FinGuard implements the safeguards GLBA expects — access controls, encryption, monitoring and an incident response plan — to protect nonpublic personal information across every device.
Operations
Yes. 24/7 monitoring, tested backups and fast helpdesk keep your firm productive when tax season or month-end can't wait. Typical onboarding is about 10 days.
Book a free IT & security risk assessment for your firm — a clear snapshot of your compliance gaps, risks and quick wins.
Book your free risk assessment