IT & Cybersecurity for Financial Services · Tampa Bay & beyond
Protect Client Trust. Stop Fraud Before Money Moves.
Meet your security obligations and keep advisors, accountants, and agents productive, without hiring an IT department.
Schedule a Free ConsultationWhat you get
Stop wire fraud before money moves
Suspicious sign-ins and mailbox rules are caught and shut down quickly, 24/7, so attackers cannot quietly change payment instructions.
Answer “yes” on audits and insurance forms
Multi-factor authentication, encryption, endpoint detection, backups, and staff training are in place and maintained, making Safeguards Rule reviews and cyber insurance questionnaires easier.
Staff who spot phishing
Regular training and simulated phishing turn employees into an early-warning system instead of the weakest link.
Work securely from anywhere
Advisors and accountants reach client files from the office, home, or on the road during tax season, without risky workarounds.
A prioritized plan, not a pile of jargon
A security risk assessment shows where you stand against regulator and insurer expectations and what to fix first.
Responsive help when you need it
Friendly experts handle support, onboarding, and offboarding so seasonal and permanent staff are productive quickly and lose access promptly.
What's at stake
One spoofed email can cost six figures
Business email compromise targets the exact payments and closings your clients trust you to handle.
Breach notices damage relationships
Notifying clients, regulators, and possibly the FTC is costly, and the reputational damage can outlast the incident.
Regulators expect more than antivirus
A written security program, risk assessments, and specific controls are expected, and missing them creates exposure.
Meet your requirements with confidence
Working with Tridium means the technical safeguards these rules require are implemented and maintained, so you can document your program with confidence.
FTC Safeguards Rule (GLBA)
Non-bank financial institutions, including many tax preparers, CPA firms, mortgage brokers, and lenders, must maintain a written information security program with a qualified individual in charge, risk assessments, access controls, encryption, multi-factor authentication, monitoring, staff training, and vendor oversight. Certain breaches affecting 500 or more consumers must be reported to the FTC.
IRS Publication 4557 and the WISP
The IRS expects tax professionals to have a written information security plan (WISP) and to safeguard taxpayer data, aligned with the FTC Safeguards Rule.
Banking and insurance regulators
Banks follow interagency GLBA safeguards guidance and FFIEC expectations, and insurers face GLBA and, in many states, insurance data security laws modeled on the NAIC model law. Each requires risk-based security controls and incident response planning.
Florida Information Protection Act (FIPA)
Florida businesses that hold personal information must take reasonable measures to protect it. After a breach, affected Floridians generally must be notified within 30 days, and breaches affecting 500 or more Floridians must also be reported to the Florida Attorney General. Strong safeguards make it far less likely you will ever have to send those notices.