WordPress Care for Accountants, Consultants, and Financial Firms
Tax-season uptime, security built for firms that handle client financial data, and a real human you can email when something breaks. Bilingual, from $99/mo.
For a professional firm, the website is your reputation in public.
A site that goes down in tax season, leaks a client document, or gets cloned for phishing does real damage to a firm that sells trust. We keep it online, locked down, and handled by a real person, on whatever host you already use.
Tax season is no time for downtime.
April 15 is not when you want to discover your site is offline. We monitor uptime all year, not just in busy season.
Client financial data is a target.
Firms that handle sensitive client data face higher expectations, including the FTC Safeguards Rule. We harden the site and keep it current.
Phishing reaches clients through your site.
A neglected site can be cloned or hijacked to phish your clients. We lock down the surface so it cannot be used against you.
Your client portal is not WordPress.
And it should not be. We will tell you honestly when you need a real secure portal and when WordPress is enough.
How We Run a Professional Services WordPress Site
Everything here protects the two things a professional firm cannot afford to lose: uptime and client trust.
- Security tuned for firms that handle sensitive data. Two-factor on every admin, strict file permissions, daily malware scans, and login throttling.
- Document handling done right. We will not accept SSNs or financials through a contact form. We route them through SmartVault, Canopy, Liscio, or whatever secure portal you already use.
- Booking and intake that scale. Calendly, Acuity, or native plugins, set up and properly secured.
- Tax-season-ready uptime. Year-round monitoring and capacity sized so your busiest weeks do not take you offline.
- A real person, US business hours, bilingual. You email a human who knows your site, not a ticket queue.
Accountants, CPAs, Financial Advisors, and Consulting Firms
Whether you are a solo CPA, a financial advisory practice, a bookkeeping firm, or a consulting agency, the needs are the same: a fast, professional, secure site that is always up when a client goes looking. We keep your security tight and your hosting and DNS in order.
Run a law practice? See our dedicated WordPress care for law firms. Browse all the industries we support.
FTC Safeguards Rule: What Your WordPress Site Must Cover
The FTC Safeguards Rule requires covered financial institutions, including many CPA and accounting firms, to maintain a written information security program that names service providers who handle customer financial information. Your website maintenance provider is one of those service providers. We document the security controls we maintain on your site so your compliance officer can include them in the written program.
We also audit the forms and third-party tools on your site to verify that no sensitive financial data is being captured or stored in your WordPress database. If a contact form could receive account numbers, tax identifiers, or income figures, we add a clear instruction in the form and route any submission through an encrypted channel. We are not attorneys and this is not legal advice, but we keep the technical side aligned with what the rule expects.
- Written program documentation: a summary of our security controls for inclusion in your FTC-required written information security program.
- Form data audit: every form and third-party tool reviewed to confirm no sensitive financial data lands in the WordPress database.
- Client portal separation: financial documents route through compliant portals like SmartVault, Canopy, or Liscio, not through your WordPress site.
- Vendor chain accountability: third-party services that touch your site documented with their relevant certifications.
- Two-factor admin access: all admin accounts protected so unauthorized access to client-facing content is blocked.
For a practical breakdown of how these controls apply to your website specifically, see: is WordPress secure for financial data.
Frequently Asked Questions
Does the FTC Safeguards Rule apply to my website?
If your firm handles customer financial information, the FTC Safeguards Rule likely applies to how you protect data, and your website is part of that picture. We help you keep the site secure and avoid collecting sensitive data where it does not belong. We are not lawyers, but we keep the technical side aligned with what the rule expects.
Is WordPress safe enough for an accounting firm?
Yes, when it is properly maintained. The risk is a neglected site, not WordPress itself. With current updates, two-factor admin access, daily scans, and proper data handling, it is a solid, secure platform for a professional firm.
Can you handle my site during tax season without me worrying?
That is the point. We monitor uptime year-round, keep updates tested, and respond fast, so your busiest weeks are not when your site decides to break.
Do you build the client portal too?
We will be honest with you here. For SSNs, returns, and financial documents you want a real secure portal like SmartVault, Canopy, or Liscio. We integrate it cleanly with your site rather than forcing sensitive data through WordPress.
How much does WordPress maintenance for an accounting firm cost?
Our care plans start at $99/mo and go to $299/mo for priority, full-service support. Most firms are well covered by the entry or middle tier.
Does the FTC Safeguards Rule require naming my website vendor in my written security program?
The FTC Safeguards Rule requires covered financial institutions, including many CPA and accounting firms, to maintain a written information security program that identifies service providers who access customer financial information. If your website maintenance provider has access to your site where client data could flow, they can be named in that program. We provide documentation of the controls we maintain on your site, which your compliance officer can use. This is not legal advice, but we keep the technical side of your site aligned with what the rule expects.
How do we make sure client financial data is not passing through our website unsafely?
We audit the forms and third-party tools on your site to verify that no sensitive financial data, such as account numbers, tax identifiers, or income figures, is captured or stored in your WordPress database. If a contact form could receive that kind of data, we add a clear instruction in the form and route any submission through an encrypted channel rather than a plain email notification. Financial documents should route through a dedicated portal like SmartVault, Canopy, or Liscio, not through WordPress.
Stop Worrying About the Site During Tax Season
Get a care plan that keeps your firm’s site online, secure, and handled by a real person. Bilingual, no contracts.