Does the Safeguards Rule apply to my tax or accounting practice?
In most cases, yes, because the rule treats tax preparers, CPAs, and bookkeepers as financial institutions under the Gramm-Leach-Bliley Act. It calls for a written information security program, multi-factor authentication, and encryption of customer information. Your attorney makes the legal call, and Virdual IT puts the technical safeguards in place at your Chicago office.
Can you help with our Written Information Security Plan (WISP)?
Virdual IT handles the technical side your WISP describes, such as multi-factor authentication, encryption, backups, and access controls. During onboarding, the team documents your network, devices, accounts, and licenses, which gives the plan accurate answers. The IRS template in Publication 5708 is a good starting point for the written plan itself.
How do you protect us from fake payment and wire requests?
Start with a rule that any change to bank details or a request to move money gets confirmed by phone, at a number already on file. Then lock down the mailboxes criminals try to break into with multi-factor authentication, email filtering, and login monitoring. Virdual IT sets up those protections for Chicago accounting firms and watches for the suspicious sign-ins that usually come before a fraud attempt.
How do we send tax documents to clients securely?
Plain email attachments are one of the easiest ways for client data to end up in the wrong hands. Virdual IT sets up secure file sharing in SharePoint and OneDrive and encrypted email for messages that carry sensitive details. Your staff gets a simple routine to follow, so nobody has to guess which method to use.
What happens if ransomware hits during tax season?
Virdual IT isolates the infected computers, shuts off compromised accounts, and restores clean data from tested backups. Getting returns and client files back comes first, then finding out how the attacker got in. Your team gets plain-English updates the whole way, so you can make decisions about clients and any notification duties with your advisors.
Can you set up and remove access for seasonal staff?
Yes, Virdual IT sets up computers, email, and access for seasonal preparers before their first day. Each person only reaches the client files their job needs. When the season ends, Virdual IT shuts off their access the same day, so no former staff can reach client data from home.
We work long hours in tax season. When can we reach support?
Virdual IT support runs Monday to Friday, 7:00 AM to 5:00 PM, and Saturday 8:00 AM to 3:00 PM. Round-the-clock monitoring flags a failed server or firewall as it happens, so many problems get caught before your staff notices. Virdual IT is also reachable after hours when critical systems at your Chicago office go down.
How much do financial IT services cost in Chicago?
In the Chicago market, managed IT support usually runs $100 to $250 per user per month, and that is a market range, not a Virdual IT rate. The real price depends on users, offices, devices, software, and security needs. Virdual IT bills one flat monthly rate with no per-ticket fees.
Can preparers work from home securely?
Yes, Virdual IT sets up secure VPN access with multi-factor authentication, so remote staff reach client files without exposing them. Company laptops get encryption, monitoring, and the same protections as the office computers. Many Chicagoland practices work this way during busy season.
Are your engineers local, and will someone come on-site?
Yes, every Virdual IT engineer lives and works in Chicagoland and is part of the Virdual IT team, with no overseas call centers. Most issues are fixed remotely, which is faster when a deadline is close. When hardware needs hands, a Virdual IT technician comes on-site across Chicago and the west suburbs.