Compliance & Data Security
Encryption, access controls, MFA and audit logging that protect sensitive financial data and support GLBA, SEC and IRS security obligations.
Managed IT for Finance & Accounting · Arizona
Protect sensitive financial data and stay audit-ready
From GLBA, SEC and IRS security obligations to protecting client accounts and stopping wire fraud, we handle the technology so your firm stays secure, compliant and trusted.
◆ Compliance Ready☲ Financial Software20+ Years Experience⚡ Minimal Downtime
What We Do
Everything your firm runs on, secured and supported
Everything a financial or accounting firm needs from IT, built around compliance and supported by people who understand how your firm works.
Financial & Accounting Software
We support and coordinate with QuickBooks, your tax and accounting software, CRMs and client portals, keeping them fast and available.
Backup & Retention
Encrypted, ransomware-proof backups with the retention your regulators expect, tested so you can actually recover after any failure.
Secure Network & Wi-Fi
Reliable, segmented networks with separate guest Wi-Fi, built so sensitive financial work stays protected and available.
Managed Support
Fast, discreet help desk and onsite support that understands financial workflows, deadlines and busy season.
Email Security & Wire-Fraud Defense
Encrypted email and protection against phishing and business email compromise, the scams behind most wire fraud.
Compliance & Security
Security that keeps you compliant and audit-ready
Financial firms are held to real security standards, and examined on them. We put the safeguards and documentation in place to meet your obligations and prove it when it counts.
A written security plan
We help you build and maintain the written information security program GLBA and the IRS expect financial firms to have.
Encryption & MFA everywhere
Sensitive data encrypted and multi-factor authentication enforced, so stolen credentials and lost devices don’t become breaches.
Access controls & audit logs
Role-based access and logging, so only the right people reach client data and you can show who accessed what.
Wire-fraud & email defense
Protection against the phishing and business email compromise scams that drive fraudulent transfers.
Secure backups & retention
Encrypted, ransomware-proof backups that meet the records retention your regulators require.
Audit & exam readiness
Documented controls and reporting, so a regulatory exam or client due-diligence request isn’t a scramble.
How It Works
A firm partner, from day one onward
01
Assess
We learn your firm, software and regulatory needs, and review where your IT and security stand today.
02
Onboard & Secure
We put the right protections, backups and support in place, with minimal disruption to your work.
03
Support & Monitor
We handle day-to-day support and monitor your systems and security so problems are caught early.
04
Review & Improve
We meet regularly to review performance, security and compliance as your firm grows and the rules change.
Your team should be serving clients, not fighting IT.
Secure, compliant technology and support, handled by one team that owns the whole picture.
Why Orca
An IT partner that speaks finance
Financial firms have pressures most businesses don’t. We get them, and we build your IT around them.
Built for finance
We understand sensitive data, regulatory pressure, busy season and the trust your clients place in you.
Compliance-aware by default
Security, documentation and audit-readiness are part of how we work, not an upsell or an afterthought.
Minimal disruption
We schedule around your deadlines and respond fast, because downtime during busy season isn’t an option.
20+ years of IT
Two decades supporting Arizona businesses, with the security focus finance demands.
Local and responsive
Arizona based. Real people who know your firm and answer when you need them.
One partner, end to end
Compliance, financial software, network, backup and support, handled by one team.
Questions
Financial firm IT, answered
Do you help with GLBA, SEC or IRS security requirements?
Yes. We provide the technical safeguards and documentation that support obligations like the GLBA Safeguards Rule, SEC and FINRA expectations, and the IRS written security plan. Your firm stays responsible, and we help you meet and maintain them.
Can you help us protect against wire fraud?
Yes. Most fraudulent transfers start with phishing or business email compromise. We harden your email, add protections and help your team verify requests, so a fake email doesn’t cost you or a client.
Do you support QuickBooks and our tax and accounting software?
Yes. We support and coordinate with QuickBooks, your tax and accounting platforms, CRMs and client portals, and work with your vendors so everything stays fast and available.
Are you ready for a regulatory exam or client due diligence?
We keep documented controls, logging and reporting so an exam or a client security questionnaire isn’t a scramble, and we help you answer them with confidence.
What about backups and records retention?
We keep encrypted, ransomware-proof backups that meet the retention your regulators require, and test that they actually restore.
Do you work with small firms and larger ones?
Both, from solo CPAs and advisors to multi-person firms. We tailor the right level of support and security to your size and regulatory needs.
Get Started
Let’s talk about your firm.
Tell us about your firm and what you need, and we’ll follow up with a clear, no-pressure plan, or just call us.
(602) 677-0779Free consultation · Serving the Phoenix metro, AZ
Tell us about your firm
A few details and we’ll follow up to talk through your needs.