Meet every IRS data security requirement with a dedicated cloud desktop. Enterprise-grade protection for your practice — so you can check "Yes" on Form W-12 Line 11 with confidence.
Every tax preparer renewing or applying for a PTIN must confirm they maintain a written information security plan (IRS Form W-12, Line 11). IRS Publication 4557 and 5708 outline exactly what's required. Our cloud desktop is purpose-built to satisfy these requirements — giving you enterprise-grade data security without the complexity of managing it yourself.
Read IRS Publication 4557Enterprise-grade protection designed specifically for firms that handle taxpayer data.
Built to meet every security control in IRS Publication 4557: encryption, MFA, firewalls, access controls, audit trails, and automated backups — all managed for you.
Run Drake Tax, Lacerte, QuickBooks, Sage, and any Windows application. Your complete tax and accounting workflow in one secure cloud desktop.
Our infrastructure satisfies the FTC Safeguards Rule requirements for tax preparers — including encryption, access management, and incident response protocols.
Real security and tax-software specialists available around the clock. We handle patching, monitoring, and updates so you can focus on clients.
From demo to fully compliant cloud desktop in as little as 48 hours.
See how our IRS 4557-compliant cloud desktop protects your practice. We'll walk through every security feature.
Our team migrates your data, installs your tax software, configures security controls, and gets your dedicated server ready.
Log in from any device with MFA-protected access. Your data stays encrypted, backed up, and compliant.
Every security requirement in IRS Publication 4557 — addressed and managed for you.
| IRS 4557 Requirement | How We Address It |
|---|---|
|
Anti-virus / Anti-malware on all devices
|
Enterprise anti-virus with automatic updates on all servers |
|
Firewall protection
|
Enterprise-grade firewalls with intrusion detection/prevention |
|
Drive encryption for all devices
|
256-bit AES encryption at rest and in transit |
|
Strong password enforcement
|
Password complexity policies enforced system-wide |
|
Multi-factor authentication (MFA)
|
Built-in MFA required for all user access |
|
Secure data backup
|
Automated daily backups to geographically separate facilities |
|
Access controls & audit trails
|
Role-based permissions with complete audit logging |
|
Secure remote access (VPN)
|
Encrypted RDP connections through secure infrastructure |
|
Secure data disposal
|
Certified data wiping upon service termination |
|
Patch management
|
Automatic OS and security patch deployment |
|
Intrusion detection & monitoring
|
24/7 network monitoring with IDS/IPS |
|
SOC 2 compliance
|
SOC 2 compliant data centers with physical security |
A fully managed cloud desktop with enterprise security built in.
Run any Windows application on your secure cloud desktop.
Dedicated cloud desktops with all IRS 4557 security controls included. No hidden fees.
Hear from practitioners who simplified their IRS compliance.
As an Enrolled Agent, I needed to be certain our firm was meeting every IRS data security requirement. Advantage IT's cloud desktop gives us enterprise-grade protection without the complexity of managing it ourselves.
When I saw Line 11 on the W-12, I knew we needed to get serious about data security. Moving to Advantage IT's compliant cloud desktop was the easiest way to satisfy the IRS requirements and protect our clients.
Everything you need to know about IRS 4557 compliance and our cloud desktop.
Join hundreds of tax professionals who trust Advantage IT for IRS-compliant, secure cloud hosting.
