CPA & accounting firms · San Diego County
Bayotech is a managed IT and cybersecurity company that has served San Diego since 2006, from our office in Mission Valley. We help CPA and accounting firms across San Diego County protect client tax data, put the safeguards IRS and FTC rules call for in place, and stay up and running through tax season.
Free 30-minute security check for CPA firms
Call 619-717-8071We review your email security and multi-factor sign-in, check that your backups are running and recoverable, and scan the dark web for leaked company passwords. Results explained in plain English, with no obligation.
Or book a free consultation onlineWhat CPA firms worry about
Client tax data is a prime target, and your busiest months leave no room for downtime. Here’s how we handle the four concerns CPA firms raise most.
From January to April 15, and again before the October extension deadline, an hour of downtime means missed deadlines and late nights.
How we help: We keep the computers, network and accounts your tax and accounting software run on healthy, answer phones 24/7, and work with your software vendor on problems and updates.
Tax returns, W-2s and bank statements sent as ordinary email attachments can be intercepted, forwarded or left sitting in inboxes for years.
How we help: We help you set up and support a secure client portal or encrypted file sharing, for example in Microsoft 365, so client documents never travel as plain attachments.
Criminals pose as clients, the IRS or your own partners to steal logins, redirect refunds or payroll, and send fake payment instructions. Tax season brings a wave of these scams.
How we help: We secure email with multi-factor sign-in and filtering, help staff spot phishing, and help you set a simple rule: confirm any change to bank or payment details by phone using a number you already know.
You keep years of client records and tax files. Ransomware, a failed server or an accidental delete can wipe them out in minutes.
How we help: We back up your files and systems to a separate, secure location and check that they can be restored, so you can get back to work quickly after a problem.
Learn more about our cybersecurity services and backup and disaster recovery.
Tax software
We support the computers, servers and networks that run Drake, Lacerte, UltraTax, ProSeries and QuickBooks, and work with your software vendor on upgrades and problems.
IRS and FTC requirements
If your firm prepares tax returns, federal rules require you to protect client data and to write down how you do it. Here’s what that means in practice.
The IRS says federal law requires professional tax preparers to create and maintain a written data security plan. IRS Publication 5708 is a free WISP template, and Publication 4557 explains the safeguards.
Tax preparers count as financial institutions under the Gramm-Leach-Bliley Act. The FTC Safeguards Rule requires a written security program, a qualified person in charge of it, a risk assessment, multi-factor authentication and encryption of customer information.
Since May 2024, the Safeguards Rule requires firms to notify the FTC within 30 days of discovering a breach involving unencrypted information about 500 or more people.
We help you put the technical safeguards in place, such as multi-factor sign-in, encryption, access controls and backups, and document them in plain English for your WISP. We’re IT people, not lawyers, so this isn’t legal or compliance advice.
We review your email security and multi-factor sign-in, check that your backups are running and recoverable, and scan the dark web for leaked company passwords. Results explained in plain English, with no obligation.
Why Bayotech
We earn your business every day.
Client reviews
From our clients’ five-star Google reviews of Bayotech on Google Maps (opens in a new tab).
We recently switched to Bayotech from another larger IT company, and we could not be happier.
Highly recommend going with Bayotech for your IT needs. 10/10.
Bayotech provides IT support and cybersecurity for CPA and accounting firms across San Diego County. We’ve served San Diego since 2006 from our Mission Valley office. Call 619-717-8071.
A quick review of your email security and multi-factor sign-in, a check that your backups are running and recoverable, and a dark web scan for leaked company passwords (the dark web is hidden websites where criminals trade stolen logins). We explain the results in plain English, with no obligation.
Yes. Federal law requires professional tax preparers to create and maintain a written information security plan. IRS Publication 5708 is a free template you can start from.
Yes, if your firm prepares tax returns or offers other financial services covered by the Gramm-Leach-Bliley Act. Firms with information on fewer than 5,000 customers are exempt from a few requirements, but not from the core safeguards.
Phones are answered 24/7, a real person answers in 3 rings or less, and our average time to first response on support tickets is 4.5 minutes. We also support the computers, network and accounts your tax software runs on, and work with your software vendor when problems come up.
Yes. Bayotech supports the computers, servers and networks that run Drake, Lacerte, UltraTax, ProSeries and QuickBooks, and works with your software vendor on upgrades and problems.
Use a secure client portal or encrypted file sharing, never ordinary email attachments. That keeps returns, W-2s and bank statements out of reach of anyone reading or forwarding email.
Confirm every new or changed bank or payment instruction by phone, using a number you already have, never one from the email. Add multi-factor sign-in and email filtering so criminals can’t easily break into or imitate your accounts.
No. Bayotech agreements are month-to-month, with no onboarding fees.
Free 30-minute security check for CPA firms
Call now and we'll set up a time that suits your firm. Here's what's included:
We’ll get back to you within 15 minutes. Prefer to talk now? Call 619-717-8071.
