Palm Beach County, Florida
IT support and cybersecurity in Boca Raton
Managed IT and cybersecurity for Boca Raton's wealth managers, accounting practices and estate planning firms.
Professional firms in Boca Raton
Who we work with here
Boca Raton has a long history with technology: the IBM personal computer was developed here in 1981. Today its office parks, many of them along Glades Road, are home to wealth managers, family offices, CPA firms and estate planning lawyers serving one of the most affluent areas in Florida.
The clients those firms serve are often retired, often wealthy, and often the target of fraud themselves. That raises the stakes for the firms holding their account numbers, tax returns and estate documents.
Financial advisers
Wealth managers and family offices whose client lists are a ready-made target for account-takeover fraud.
Accounting and CPA firms
CPA firms preparing returns for high-net-worth households, covered by the FTC Safeguards Rule.
Law firms
Estate planning, trust and elder law practices holding the most sensitive documents a family has.
Tax preparers
Tax preparers who must keep a written information security plan under IRS and FTC rules.
Local risks
What goes wrong for firms in Boca Raton
The basics are the same everywhere. These are the problems that are sharper here.
Fraud aimed at older clients
Criminals impersonate advisers to clients, and clients to advisers. An email or a cloned voice asking to move money out of an account is the most common version, and it works best on firms without a call-back rule.
Stolen tax records
A tax return contains everything needed to steal an identity or file a false refund claim. Preparers and CPA firms are targeted for the files, especially from January to April.
Regulator expectations
Advisers answer to the SEC or the state, and tax professionals to the IRS and FTC. Each expects written security policies and proof they're followed.
How it works
How we support firms in Boca Raton
We support Boca Raton firms remotely from our base in Miami Beach, which is how nearly all problems are fixed in any case. On-site visits in Palm Beach County are available by arrangement.
Areas we cover
- Downtown Boca Raton
- Glades Road corridor
- Boca Raton Innovation Campus
- Delray Beach
- Deerfield Beach
- Boynton Beach
- Highland Beach
- A help desk your staff can reach directly
- Monitoring and updates on every computer
- Protection that watches for ransomware
- Email security and phishing training
- Backup for computers and cloud files
- Insurance form and questionnaire support on our Secure plan
The rules
What Florida firms are expected to do
Florida Information Protection Act
Florida law requires businesses to take reasonable measures to protect personal information. After a breach, affected people must generally be told within 30 days, and a breach affecting 500 or more people in Florida must also be reported to the state Attorney General's office.
The Florida Bar
Florida lawyers must make reasonable efforts to prevent unauthorized access to client information. Florida was also the first state to require technology training as part of a lawyer's continuing education.
FTC Safeguards Rule
Tax preparers, accountants and many financial firms must keep a written information security program under federal rules, with specific controls such as multi-factor authentication and encryption.
General information, not legal advice. The rules that apply to your firm depend on the work you do and the data you hold.
Questions
What firms in Boca Raton ask us
Do you have an office in Boca Raton?
No. We're based in Miami Beach and support Boca Raton firms remotely. Help desk, monitoring, security and backup are all delivered that way, and on-site visits can be arranged when a job needs someone in the room.
Can you help with the written security plan tax preparers need?
Yes. We put the protections in place and help you document them, so the plan describes what your firm really does. Our article on the written information security plan sets out what it has to cover.
A client's email asked us to wire funds, and it turned out to be fake. How do we stop that?
With a rule and with tools. The rule: any new or changed payment instruction is confirmed by calling a number you already hold. The tools: email filtering that flags impersonation, and multi-factor authentication so a client-facing mailbox can't be taken over quietly.
Other areas we serve in South Florida
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