Industry IT Solutions — Accounting & Tax
Managed IT & FTC Safeguards For Accounting & CPA Firms
Tax deadlines allow zero margin for downtime, and client data protection is strictly enforced by the FTC Safeguards Rule. We deliver specialized managed IT, turnkey GLBA compliance, and 24/7 tax-season surge support engineered for CPA and advisory firms.
From fractional Qualified Individual oversight and WISP documentation to UltraTax, CCH, and Drake environment tuning, Bold Array guarantees your practice stays secure, compliant, and always online.
Core Capabilities
Why Leading Brands Trust Us
Turnkey FTC Safeguards Compliance
Designated fractional Qualified Individual, written information security plans (WISP), annual penetration testing, and semiannual vulnerability scanning.
Tax Season Surge SLA & Support
Extended hours, priority triage, and zero-disruption system stability during the peak January to April filing rush.
Tax & Practice Software Optimization
Certified hosting and management for Thomson Reuters CS, Wolters Kluwer CCH, Drake, Lacerte, and QuickBooks Enterprise.
Detailed Solutions
Safeguards Rule Compliance & Tax Season Resilience
%
FTC Safeguards Aligned
.99%
Tax Season Uptime
m
Urgent Incident Response
Under the FTC Safeguards Rule (GLBA), accounting and tax preparation firms are classified as covered financial institutions. Regulators mandate a designated Qualified Individual, formal risk assessments, MFA across all systems, continuous monitoring, and annual board-ready security reporting.
Bold Array's 'Safeguards Rule in a Box' solves your regulatory burden while providing high-performance infrastructure for UltraTax CS, CCH Axcess, Drake, and Lacerte. During the critical January–April busy season, we implement change-freezes and triple our helpdesk availability to guarantee uninterrupted filing workflows.
- Full FTC Safeguards Rule & GLBA audit-ready compliance documentation
- Fractional Qualified Individual (QI) security leadership & annual board reporting
- 24/7/365 continuous endpoint monitoring with rapid containment SLAs
- Tax software cloud hosting, license management, and performance tuning
- Mandatory multi-factor authentication (MFA) & secure client portal integrations
- Predictable flat monthly pricing with zero surprise hourly billing
Proven Excellence
Ready to Transform Your Operations?
Contact us today to schedule a consultation and discover how our consulting and technical solutions can take your business to the next level.
Request a Safeguards Audit
Testimonials
Client Feedback
Hear what our partners have to say.
The A.I. training program offered by Bold Array was exceptional! Our team gained invaluable knowledge and skills to leverage A.I. technologies effectively. It has transformed how we operate!
C. Campbell
Co Founder
We were struggling to find the right software tools for our business until we consulted with Bold Array. Their recommendations were spot-on, and we now have the perfect software stack. Thank you!
A. Waters
CTOThe A.I. training program offered by Bold Array was exceptional! Our team gained invaluable knowledge and skills to leverage A.I. technologies effectively. It has transformed how we operate!
C. Campbell
Co FounderWe were struggling to find the right software tools for our business until we consulted with Bold Array. Their recommendations were spot-on, and we now have the perfect software stack. Thank you!
A. Waters
CTO
