When evaluating IT providers, prioritize these factors:

·       Accounting industry experience – they should understand FTC Safeguards Rule, IRS Publication 4557, tax software, and seasonal demands

·       Compliance credentials – SOC 2 certification or similar showing they can serve as your Qualified Individual

·       Specific security services – not just general IT support but ransomware protection, EDR, MFA, WISP creation, and security training

·       Accounting software expertise – experience hosting and supporting your specific tax and practice management software

·       Tax season support – documented approach to handling your peak season needs including after-hours availability

·       Disaster recovery – tested backup and restore procedures, not just “we back up your data”

·       References from similar firms – testimonials or case studies from accounting firms of similar size and service mix. Ask potential providers: “How many accounting firms do you support?” “Can you help us meet FTC Safeguards Rule requirements?” “What happens if our tax software crashes on April 14?” Their answers will quickly reveal their accounting-specific expertise.