Case Studies  /  Finance

Accounting & Compliance

A CPA firm gets remote access that survives an IRS audit.

Client
Sowell & Associates, PA
Industry
Financial / CPA Firm
Services
Remote Access · Compliance · Endpoint Policy
Zero
Compliance issues during IRS audit
Reduced
Cyber liability insurance premiums
Seamless
Remote access through tax season
The Challenge

The firm needed two things that pull against each other: remote access that holds up under tax-season load, and the security posture required to stay compliant with GLBA and IRS data security rules. Convenient remote access is straightforward to set up; remote access a CPA firm can defend during an audit is not.

What We Did

Flux Labs implemented encrypted remote desktop access so staff could work from anywhere without client data leaving a controlled environment, configured endpoint policies built around the firm’s actual compliance obligations rather than generic defaults, and trained staff on secure client communications — often the weakest point in a firm of this size.

“Flux Labs doesn’t just support us—they make sure we’re always audit-ready.”
— Jerry Sowell, CPA, Partner, Sowell & Associates

Be audit-ready before the season starts.

We’ll scope your environment and give you a flat monthly number before you commit.