Everything a finance or accounting firm needs to stay audit-ready and protected — controls, wire-fraud defense, busy-season uptime and organized audit evidence — packaged and managed for you.
The controls and evidence SOC 2, PCI-DSS, GLBA, clients and cyber-insurers expect — set up, monitored and maintained for you.
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 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 kept current for the next client questionnaire or audit.
The access controls, encryption and incident response GLBA expects for nonpublic personal info.
Accounting and bookkeeping firms, financial advisors, insurance brokers and small law firms (10–50 seats) where client data and compliance are existential — and where downtime in busy season isn't an option.
Evidence stays current year-round — so a client security questionnaire or SOC 2 audit is a non-event.
Layered defense and wire-fraud protection across every device that touches client money, 24/7.
Transparent per-seat pricing with a compliance add-on — no surprise invoices.
“A client sent us a security questionnaire mid-engagement. We had every answer and every document ready the same day — no fire drill.”
The bundle
FinGuard is our managed IT and security wrapped around the frameworks finance firms answer to — it adds SOC 2, PCI and GLBA controls and organized audit evidence on top of EDR, monitoring and helpdesk.
FinGuard implements and maintains the technical controls a SOC 2 audit expects and keeps the evidence organized. The certification itself is issued by your auditor — we make that audit a non-event.
Pricing & onboarding
FinGuard is per-seat — built on our Essential, Secure or Elite tiers ($129/$199/$329 per seat) plus a compliance add-on for SOC 2, PCI and GLBA evidence and support. See pricing.
Typical onboarding is about 10 days from your free risk assessment to fully monitored, secured and audit-evidence-ready.
Book a free IT & security risk assessment and see exactly how FinGuard closes your SOC 2, PCI and GLBA gaps.
Book your free risk assessment