Connected Technology for CPA, Insurance, Lending and Title Firms
Tax returns, policy files, claims records, loan files and closing packages are what CPA firms, insurance agencies and carriers’ regional offices, lenders, and title and escrow companies handle every day. Protecting that information is part of the job. BTI supports many accounting and insurance firms. We bring security systems, IT services, cybersecurity and compliance, communications and AI together under one partner—so client data stays governed, offices stay secure, and audits don’t become a scramble across five vendors.
Request a Free Security & Compliance ReviewBook an AI Opportunity AssessmentCall 800-435-7284
Why Consolidate With One Partner
- Save time: one number to call for IT, cyber, office security and phones—no finger-pointing between vendors.
- Save money: bundled services with itemized monthly pricing, and 100% financing covering hardware, licensing and labor.
- Save staff: our 24/7 NOC/SOC team extends lean IT and admin teams around the clock.
- Stronger compliance posture: MFA, encryption, monitoring, policies and physical safeguards documented for FTC Safeguards Rule, IRS WISP guidance, NYDFS (where you are a covered entity) and state insurance data security laws.
- Better efficiency: shared context across systems—an after-hours door alert opens the right camera and creates a record automatically.
Who We Serve
CPA, Tax and Accounting Firms
BTI supports many CPA, tax and accounting practices with managed IT, cybersecurity, office security and governed AI for document-heavy seasons.
Insurance Agencies, Brokers and Carrier Regional Offices
Policy and claims data need network, identity and physical controls that support state insurance data security laws and, where applicable, NYDFS for New York licensees.
Lending and Mortgage Firms
Non-bank lenders and mortgage companies that fall under the FTC Safeguards Rule need written information security programs, continuous monitoring and documented incident response.
Title and Escrow Companies
Closing files, wire instructions and identity documents require hardened email and identity controls, office access and video, and clear incident playbooks.
Client names are withheld for confidentiality. Anonymous examples available on request.
Financial Services Solutions
Financial Services AI
Governed AI for tax, claims and document workflows, with client data kept out of public tools.
Financial Services Security Systems
Office video, access control for records rooms, alarms and visitor management.
Financial Services IT Services
Managed and co-managed IT, helpdesk, multi-office networks and Microsoft 365 support.
Financial Services Cybersecurity & Compliance
FTC Safeguards / WISP support, monitoring, policies and audit evidence.
Financial Services Communications
Teams calling, contact center and office phones for client service.
Challenges Firms Bring to BTI
Auditor and Regulator Scrutiny
Every control needs evidence: risk assessments, access reviews, monitoring logs, incident response tests and vendor oversight.
Business Email Compromise and Wire Fraud
Wire fraud, account takeover and deepfake voice attacks target staff and clients across email, phones and chat—especially around closings and tax season.
Office and Records-Room Physical Risk
After-hours intrusion, missing files and insider risk require video, access control and alarm records you can actually retrieve.
Too Many Vendors
Separate IT, alarm, camera, phone and carrier vendors make outages and audits harder to manage.
AI Without Data Leakage
Staff want AI assistants; nonpublic personal information and tax or claims data cannot leak into unmanaged tools.
Multi-Office Consistency
Each office needs the same network, security and voice standards, with central visibility.
How Connected Firm Technology Works
An after-hours door alarm at a records room automatically pulls up live video, alerts your on-call contact and logs the event for your WISP file. Behind it, our 24/7 NOC/SOC team confirms cameras and endpoints are healthy. One partner designed the office security, the network and the monitoring, so the pieces work together.
Integrated Solutions at a Glance
Secure AI & Governance
Approved AI workspaces, data-loss controls, permissions clean-up and usage policies so staff can use AI without exposing client data.
AI services · AI security, governance & risk
Managed IT & Cybersecurity
Managed or co-managed IT and managed cybersecurity with our 24/7 NOC/SOC team, endpoint detection and response, vulnerability management and incident response. Security awareness training, MFA, email security, vulnerability scanning and penetration testing coordination, with reporting your partners and auditors can use.
Managed IT · Cybersecurity
Network Infrastructure & Wi-Fi
Cisco Meraki and Catalyst switching, routing and SD-WAN for single- and multi-office firms. BTI is a Cisco Select Partner and Cisco SMB Black Belt. BTI designs and validates Wi-Fi with Ekahau, the professional-grade Wi-Fi design and testing tool many smaller providers don’t invest in.
Cisco Meraki partner
Communications & Contact Center
Microsoft Teams Phone and Teams contact center with call recording options, E911 location data and office notification for emergencies.
Teams Phone · Teams contact center
Video Surveillance & AI Analytics
Enterprise video from leading manufacturers, including Bosch as an authorized video dealer (IQSIGHT), plus YourSix cloud video and AI video analytics for faster search, alerts and multi-office visibility. BTI is an Axis Gold Partner.
YourSix · Bosch · Axis
Access Control & Intrusion Detection
Card, mobile and lockdown-capable access for records rooms, file storage, server closets and partner offices, with visitor management and video-verified alarms. BTI designs, sells, installs, supports and takes over existing Brivo accounts.
Access control · Brivo · Commercial alarms
GlobalView Managed Support
After go-live, GlobalView monitors and maintains IT, voice and security systems with proactive health checks, firmware management and defined service levels.
GlobalView
Compliance Requirements We Support
BTI implements and documents the technical safeguards behind your written information security program. Applicability depends on your licenses and regulators. BTI does not provide legal advice; your organization remains responsible for compliance determinations.
| Requirement | What it asks of you | How BTI helps |
|---|---|---|
| FTC Safeguards Rule (16 CFR Part 314) | Covered financial institutions (including many non-bank lenders, finance companies, tax preparation firms and other listed categories) must maintain a written information security program with a qualified individual, risk assessments, MFA, encryption, monitoring or annual penetration testing, and notify the FTC of qualifying security events affecting 500 or more consumers. | MFA, encryption, continuous monitoring through our 24/7 NOC/SOC team, vulnerability scans, vendor oversight support, incident response planning and evidence. |
| IRS Pub 4557 / Pub 5708 (WISP) | Professional tax return preparers must safeguard taxpayer data and maintain a written information security plan (WISP). | Technical and physical controls, logging and documentation that support the safeguards your WISP describes. |
| NYDFS Cybersecurity Regulation (23 NYCRR Part 500) | New York DFS-covered entities (including many NY-licensed insurers, producers and other licensees) must maintain a cybersecurity program, policies, MFA, encryption, monitoring, incident response and notices to the superintendent as required. | Controls, monitoring, access management, encryption and incident response documentation that support your Part 500 program where you are a covered entity. |
| State insurance data security laws (NAIC Model #668) | Many states require insurance licensees to keep an information security program based on a risk assessment, including administrative, technical and physical safeguards. | Access control, video, MFA, monitoring and evidence that help agencies and brokers show client and policyholder data is protected in the office and on the network. |
| Physical safeguards for offices and records rooms | Information security programs typically expect physical controls where customer information is stored or accessed. | Video, access control, intrusion detection and visitor logs with retention and retrieval procedures. |
Sources: FTC Safeguards Rule · IRS Pub 4557 · IRS Pub 5708 · NYDFS 23 NYCRR Part 500 · NAIC Model #668
For CPA and insurance firms, BTI helps you meet FTC Safeguards Rule requirements with a written security program, multi-factor authentication, encryption, and documented controls your auditors and carriers can review.
Your Guided Automation Partner
Your staff see AI as a chat window. They don’t see the AI virtual workforce that can sort documents, flag anomalies and watch your systems around the clock. BTI is your Guided Automation Partner, closing that gap so automation reliably keeps your firm running and secure.
AI for document-heavy work. Governed AI can help classify tax source documents, summarize engagement files, pre-fill intake data and route insurance claims and policy documents for review. People still make the decisions, and every step is logged.
Keep client data out of public AI tools. Pasting a client’s return, a claimant’s details or closing documents into a public chatbot can put the data outside your control. BTI provides secure, firm-controlled AI workspaces with access controls, retention rules and audit logging, plus a written AI use policy for staff.
Aligned with your WISP and the Safeguards Rule. AI tools are part of your information systems, so they belong in the written information security plan described in IRS Publication 5708 and in the risk assessment required under the FTC Safeguards Rule. BTI documents how approved AI tools handle data, using the NIST AI RMF as a reference.
AI-assisted monitoring. Real-time video analytics flag after-hours entry and unusual activity in records rooms. Our 24/7 NOC/SOC team uses automation to triage alerts: 10,000+ alerts handled, zero missed.
Guided Automation advisory services are included in all managed IT plans at no extra cost. AI tools such as secure chat workspaces, model access and secure cloud workspaces are optional add-ons.
How BTI Delivers Financial Services Projects
Assess
Office walks, risk and compliance review, network and security inventory across every location.
Design
A written roadmap covering architecture, standards, phasing, budget and compliance evidence.
Deploy
Engineers and project managers stage installs around tax deadlines, renewals and closings.
Integrate
Video, access, alerts, voice and IT tied together with documented procedures.
Manage
GlobalView monitoring, our 24/7 NOC/SOC team, reporting and quarterly reviews.
Why CPA, Insurance and Lending Firms Choose BTI
- 40 years in business and a 98% client retention rate
- ISO 27001 compliant, with a 24/7 NOC/SOC
- 10,000+ alerts handled with zero missed; clients pass 94% of audits on the first attempt
- 100% financing covering hardware, licensing and labor
- Cisco Select Partner and Cisco SMB Black Belt; Axis Gold Partner; authorized Bosch/IQSIGHT and YourSix dealer; Brivo design, sell, install, support and account takeover
- A BTI engineer replies within one business day on new design and technical sales inquiries
Explore Related Solutions
Other industries: Healthcare · Logistics · Education · Utilities & Critical Infrastructure · Government
Local Teams
Los Angeles · Chicagoland · Phoenix / Tucson
Multi-office rollouts are delivered nationwide with BTI project managers and certified field partners, then supported centrally through GlobalView. Call 800-HELP-BTI (800-435-7284).
Frequently Asked Questions
What does BTI provide for CPA, insurance, lending and title firms?
BTI delivers governed AI, managed IT and cybersecurity with our 24/7 NOC/SOC team, Meraki and Catalyst office networks, Teams calling and contact center, and office video, access control and intrusion detection—supported through GlobalView and documented for auditors and regulators.
How does BTI support the FTC Safeguards Rule?
BTI implements and evidences key technical safeguards in the rule, including MFA, encryption, continuous monitoring, vulnerability scanning, access reviews and incident response planning, and supports your qualified individual with reporting. Your organization remains responsible for its program and compliance determinations.
Do IRS Pub 4557 and a WISP apply to tax and accounting firms?
The IRS states that professional tax return preparers must safeguard taxpayer data and maintain a written information security plan. BTI supplies technical and physical controls and documentation that support the safeguards your WISP describes. Ask your advisor how the guidance applies to your firm.
Does NYDFS Part 500 apply to my firm?
NYDFS Cybersecurity Regulation (23 NYCRR Part 500) applies to covered entities operating under DFS licenses or similar authorizations. Many New York-licensed insurers and producers are covered; exemptions may apply based on size. Your counsel determines applicability; BTI supports the technical program where you are covered.
Can our staff use AI tools safely with client data?
Yes, with guardrails. BTI cleans up permissions, applies data-loss prevention, provides an approved AI workspace and writes usage policies before rollout. Guided Automation advisory is included in managed IT plans. → AI security, governance & risk
What physical security does an accounting or insurance office need?
Usually access control on records rooms and server closets, video at entrances and reception, after-hours intrusion alarms and visitor check-in, all with logs you can produce on request.
How quickly will we hear from an engineer?
Submit the form and a BTI engineer replies within one business day. BTI has been in business for 40 years and serves financial-services clients from Los Angeles, Chicago and Phoenix.
Strengthen Your Security Program and Audit Readiness
Tell us about your offices, systems and audit calendar. An engineer replies within one business day.