Financial Services

IT Support and Cybersecurity for Financial Firms in Ohio and Michigan

PC NET TECHS supports financial services firms in Ohio and Southeast Michigan — accounting and tax practices, insurance agencies, wealth managers, and lenders — with layered security, protected client information, secure email, verified backups, and a local team to call when something stops working.

What financial firms need from IT

Clients trust you with account numbers, tax records, and financial plans. Your systems have to keep that information private, keep staff working through deadlines and busy seasons, and leave a record of the safeguards in place.

Protecting client information

Many financial businesses that are not banks fall under the Federal Trade Commission's Safeguards Rule, which calls for an information security program with safeguards such as multi-factor authentication and encryption. We put the technical safeguards in place and keep them working.

Multi-factor sign-in and access control

Stronger sign-in, and access limited to the client files each person needs.

Encryption

Laptops, workstations, and client files protected, so a lost device does not expose client information.

Endpoint protection and monitoring

Every workstation and server protected, patched, and watched for threats.

Records

Documentation of systems, accounts, and changes to support your security program.

Stopping wire and payment fraud

Criminals impersonate clients, vendors, and executives by email to redirect payments. We filter phishing, protect mailboxes with multi-factor sign-in, and support training that helps staff confirm a payment request by phone before money moves.

Deadlines without downtime

Tax season, quarter-end, and renewal periods leave no room for a failed computer or a lost file. Monitoring, planned hardware replacement, and restorable backups keep your systems available when your deadlines are.

Questions

Common questions

Does the FTC Safeguards Rule apply to our firm?
It applies to many non-bank financial businesses, such as tax preparers, mortgage brokers, and finance companies. Your attorney or compliance adviser can confirm whether it applies to you; we help implement and maintain the technical safeguards it describes.
Can you make our firm compliant?
Compliance is your firm's program, including its policies, risk assessment, and the person responsible for it. We implement and maintain technical controls such as multi-factor sign-in, encryption, monitoring, and backups, and keep records that support that program.
Can staff work securely from home or a client's office?
Yes. We set up secure remote access, protected laptops, and Microsoft 365 so staff can work outside the office without putting client files at risk.
Services

The services that matter most here

Industries

Other industries we support

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Tell us what is going on with your technology. The initial consultation is free. If there is a fit, we will recommend the right support path, products, and next steps.

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