
Comprehensive IT Management Built for CPAs, Wealth Managers & Financial Advisors
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FTC Safeguards & IRS WISP Compliance
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Specialized Financial Software Support
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Encrypted File Sharing & Cloud Portal Management
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Reliable IT Support During Tax Season

Is Your Financial Firm Protected Against Cyber Threats?
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FTC Safeguards Rule & Regulatory Compliance
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We help protect sensitive financial records with multi-factor authentication, encryption, and access controls. We also help your firm implement and document IT security measures that support its compliance obligations.
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Reliable IT Support During Tax Season.
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Proactive monitoring and responsive IT support help keep your systems running during tax season. We troubleshoot network, computer, and software issues to reduce interruptions during your busiest periods.
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Specialized Financial Software Support
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We support the computers, networks, and cloud environments your accounting software depends on. Our team works with your firm and software vendors to troubleshoot technical issues and keep your applications running smoothly.
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Secure File Sharing & Ransomware Protection
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We help configure secure email, client portals, and automated backups to protect sensitive tax filings and financial records. Access controls and recovery planning help your firm share documents securely and recover from disruptions.
Talk to a technician
Tell us about your practice or business and we'll recommend what actually fits.
Other industries
Getting Started
What working together looks like.
Step 1
Assess
We review your current setup — security, backups, compliance — and flag what's actually at risk.
Step 2
We fix what's exposed, in order of actual risk.
Close the gaps
Step 3
Ongoing monitoring and documentation, ready whenever you need it.
Stay covered
20+
Years Supporting Local Firms
PII-FINRA
Aligned Controls
Fast
Client-System Response


© 2026 PSeeSolutions. All rights reserved
Managed IT services for Central Ohio small businesses.
SERVICES
COMPANY
CONTACT
(614) 454-3890
138 E Main St, New Albany, OH
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