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Cybersecurity Solutions: Secure Your Tax Practice

The Trusted Cybersecurity Partner for Independent Tax Preparers

Managing tax returns, client relationships, and your day-to-day operations is already a full plate—your data security shouldn’t add to the stress. Through our new strategic partnership with Watch Cloud1, your office can get the protection you need
to stay compliant with the IRS Publication 4557 , Gramm-Leach-Bliley Act, defend against cyberattacks, and secure sensitive client information. With AI-powered, cloud-based safeguards, you can focus on growing your business while Watch Cloud takes care of the rest.

EXCLUSIVE DISCOUNT

Save $60/yr per device for being a partner of Refund Advantage.

Why Choose Watch Cloud?

Stay IRS & FTC Compliant

Stay IRS & FTC Compliant

Avoid penalties and stay aligned with IRS Publication 4557 and the FTC Safeguards Rule using turnkey cybersecurity solutions designed specifically for tax offices.

AI-Powered Threat Detection

AI-Powered Threat Detection

AI-driven monitoring system identifies, isolates, and neutralizes threats before they cause damage, keeping your business secure 24/7.

Cloud-Based Security for Modern Tax Offices

Cloud-Based Security for Modern Tax Offices

Work securely from anywhere. Watch Cloud’s zero-trust architecture and encrypted VPN ensure your clients’ financial data remains safe across every device and connection.

Tailored Protection for Your Practice

Tailored Protection for Your Practice

No two firms are alike. We customize your cybersecurity setup to fit your software, workflow, and compliance needs—offering enterprise-level protection at small-business pricing.

Always-On Monitoring

Always-On Monitoring

The combination of AI technology and human expertise continuously watches over your systems—so you can focus on preparing returns, not fighting threats.

Core Cybersecurity Services

  • Written Information Security Plan (WISP)
    Maintain a structured, IRS-compliant plan to protect and document your data security policies.
  • VPN 
    Safeguard your logins and data transfers with encrypted, private connections.
  • Cybersecurity Awareness Training
    Equip your staff to identify phishing scams, ransomware, and social engineering tactics.
  • Managed Detection & Response (EDR)
    Real-time AI-enhanced detection and rapid remediation from cybersecurity professionals.
  • Antivirus & Malware Protection
    Continuous updates and defense against evolving digital threats.
  • Security Operations Center
    24/7/365 monitoring by a security team.

Save $60/year per device as a Refund Advantage partner!

💲 This exclusive savings is not available anywhere else.

💲SAVE MORE $$ With BY SECURING ALL YOUR COMPUTERS, SMARTPHONES, AND TABLETS

No hidden costs. No setup surprises. Just dependable, round-the-clock protection for your tax business.

SAVE EVEN MORE: Get an extra 10% off your watch cloud membership when you join a webinar

As a Refund Advantage partner, you’re eligible for more savings when you learn more about Watch Cloud during one of our December webinars. Simply attend and sign up during the session to receive an additional 10% off your Watch Cloud membership. It’s the perfect time to secure your tax office with AI-powered cybersecurity, stay IRS and FTC compliant, and lock in our best pricing of the season.

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1 Cyber security services provided by Watch Cloud Cyber Security, which is not an affiliate of Pathward®, N.A. Fees, terms and conditions apply.