The dependable, secure technology your firm and your clients are counting on.
If your current setup feels risky or unreliable, it’s time for managed services built around how your firm actually works.
In financial services, your clients trust you with the most sensitive information they have. That trust depends on your systems being available, accurate, and secure every single day. On top of that, accounting and financial firms are dealing with a constant stream of phishing attempts, evolving regulations, and software that doesn’t always play nicely with itself.
We handle the technology side so your team can focus on what your clients are actually paying you for: clear advice and accurate work.
A single security lapse can mean serious fines, frustrated clients, and a hit to your firm’s reputation that takes years to rebuild. Partner with D-Best and get the kind of dedicated IT support a financial firm needs.
The FTC requires non-banking financial institutions, including most CPA firms, to have a written information security program, an incident response plan, and specific technical controls like multi-factor authentication and encryption. We can run a gap analysis to show you where you stand and what needs to be addressed.
We're familiar with many accounting packages, including CCH, Thomson Reuters, and Intuit products and how they interact with your servers and workstations. We coordinate with software vendors so updates and patches don't disrupt your workflow, especially during the seasons when you can't afford the disruption.
Email is the most common entry point for attacks on financial firms. Attackers are now using AI to mimic writing styles, intercept email threads, and redirect wire transfers to accounts they control. We use DMARC enforcement and AI-driven email filtering to catch spoofing and impersonation attempts before they reach your inbox.
That depends on your firm. Some firms do well fully in the cloud, others benefit from a hybrid setup, and a few still get the best performance from local hardware (especially when working with large audit files). We help you weigh the cost, speed, and compliance considerations and pick what actually fits your practice.
A virtual Chief Information Security Officer (vCISO) gives you access to senior-level security expertise without the salary that comes with a full-time hire. For financial firms, having someone who can speak to your security posture during audits, board meetings, or client due diligence is increasingly valuable.
Technology only solves part of the problem. Your team is the other half. We provide ongoing security awareness training that includes simulated phishing emails, so your staff learns to spot the kinds of scams targeting financial firms specifically.
With our business continuity setup, your data is backed up offsite and your team can continue working from home or another location. The goal is that a power outage, weather event, or building issue doesn't translate into missed deadlines.
A general IT shop may be perfectly capable of fixing a printer, but they may not be familiar with the data retention requirements specific to CPAs and financial advisors, or with how to properly segment a network handling client financial data. The wrong move on either of those fronts creates real risk.
