For small and mid-sized CPA firms, automate encrypted WORM backups, retention, and audit evidence—reducing audit prep hours by 43% within 30 days.
Tax season exposes brittle backups, scattered records, and no proof when auditors ask for controls. Generic cloud drives miss retention rules, tamper logging, and the specific documentation accountants must show. We automate secure capture, WORM options, and evidence reports so audits move from scrambling to straightforward.
We started in a mid-size CPA practice, where an inquiry exposed a gap: backups existed, but proof didn’t. That moment pushed us to design for auditors, not just storage. We mapped IRS Pub 4557 guidance and SOC 2-style controls to everyday workflows. The first versions were clunky; partners asked hard questions we had to answer with logs, timestamps, and retention evidence. Over three busy seasons, we refined connectors, reports, and WORM options until walkthroughs felt routine. Today, we serve firms that want predictable compliance, not firefighting. Our mission is practical: make the right thing the easy thing for every accountant.
Link portals, cloud drives, and mailboxes with guided setup. Most firms connect 3–6 sources in 45–60 minutes. Immediate relief: you’ll stop chasing manual exports across tools.
Choose policies per engagement or client category using firm templates. Plan 30–45 minutes to mirror your procedures. Confidence rises as rules apply consistently without spreadsheets.
Your first encrypted backup completes the same day. Generate the initial evidence report with logs, policies, and integrity checks. You’ll feel prepared for a walkthrough, not exposed.
Receive a concise partner-ready summary in under 10 minutes. See exceptions, holds, verification stats, and WORM windows. Sleep easier knowing the proof exists before anyone asks.
For small teams needing encrypted backups and basic compliance evidence. Start fast and end firefighting.
For growing firms that want WORM options, deeper controls, and faster audits. Our most popular plan.
For multi-location practices needing central oversight and enterprise features.
We cut audit prep time by 42% in the first quarter. The walkthrough that used to stretch past lunch now takes 28–32 minutes with their evidence report. Partners finally stopped asking for screenshots and ad hoc exports.
Our restores dropped to under 9 minutes median across PDFs and emails. Backup jobs hold steady at 99.9% success even during April spikes. I spend less time triaging, more time improving our stack.
An agent asked about retention under Pub 4557, and we sent a report in minutes. It showed WORM windows, holds, and integrity checks. The conversation shifted from defense to reassurance.
Retention exceptions fell to 1.8% after we formalized policy templates. Tamper-evident logs give us clean timelines, which auditors appreciate. We don’t chase staff emails anymore.
Onboarding took about 55 minutes for five sources. The monthly snapshot keeps partners informed without meetings. It’s rare to find software that reduces work and increases confidence at the same time.
For small and mid-sized CPA firms, automate encrypted WORM backups, retention, and audit evidence—reducing audit prep hours by 43% within 30 days.
Start secure backups