Moreno IT handles the FTC Safeguards Rule, your Written Information Security Plan, and every device, server, and login in between — so you can focus on your clients, not your compliance checklist.
Free Safeguards Rule gap assessment for accounting and bookkeeping firms. Based in Hillsboro, Oregon — proudly serving local businesses.
From your Written Information Security Plan to the laptop that won't boot during tax season — we cover the full stack of a modern accounting practice.
Purpose-built for firms that handle taxpayer data and fall under the FTC Safeguards Rule and IRS Publication 4557.
Flat-rate, fully managed IT so your firm runs smoothly twelve months a year — not just outside of filing season.
Layered defenses mapped to the IRS "Security Six" and built to stop the phishing and ransomware attacks that target tax professionals.
Your client files, tax software, and books — protected, recoverable, and available wherever you work.
If your firm prepares taxes or handles client financial data, federal law requires a documented security program. Moreno IT builds it, runs it, and keeps the paperwork audit-ready.
A WISP is mandatory for every tax preparer. We draft yours, tailor it to your firm, and review it annually.
Required under the Safeguards Rule. We deploy MFA across email, tax software, and remote access.
Client data is encrypted on every drive, every email, and every transfer — no exceptions.
Round-the-clock monitoring and logging that satisfies regulators and catches threats early.
Annual training and simulated phishing tests — documented for your compliance file.
A documented, tested plan for breach notification and recovery — before you ever need it.
In one 30-minute call, we'll show you exactly where your firm stands against the Safeguards Rule — and what it takes to close the gaps.
We know Drake from Lacerte and a 7216 disclosure from a 4557 safeguard. No explaining your software to your IT guy.
Priority support and change freezes from January through April, because downtime on April 14th isn't an option.
One monthly rate covers support, security, and compliance. No surprise invoices, no per-ticket games.
If the IRS or FTC ever asks, your security program is documented, current, and ready to hand over.
We're based right here in Hillsboro and serve local businesses across the Portland metro — onsite when you need hands on hardware, remote when you don't.
Moreno IT wrote our WISP, locked down our systems, and got our whole team through security training before filing season. For the first time, compliance is just… handled.
Most firms we assess have at least three critical gaps. Find yours before the FTC — or an attacker — does.
Tell us a little about your practice and we'll come back within one business day with next steps — usually a free 30-minute gap assessment.