Firms handling client financial data don’t have room for a weak link — a single unsecured endpoint or a missed backup can put client trust and regulatory standing at risk. PalmSol builds layered IT security and reliable infrastructure for financial services and accounting firms in West Palm Beach.
We put layered safeguards around the systems that hold your clients’ financial data — access controls, encryption, monitored backups, and a documented recovery plan — and back it with a dedicated technician and a 60-minute response guarantee.
We work in Microsoft 365 and Azure environments every day, including Entra ID identity management and Azure Backup and Site Recovery, so your firm’s data protection isn’t bolted on after the fact — it’s built into how the environment is configured from day one. Every engagement also includes access to a virtual CIO who ties IT spend and risk review to your firm’s actual priorities.
Do you work with firms that need to satisfy cyber insurance or compliance reviews?
Yes. We build documentation and controls that hold up to cyber insurance and compliance reviews, and we keep them current rather than reconstructing them under deadline pressure.
Can you support us alongside an existing internal IT or accounting systems team?
Yes. We regularly co-manage environments alongside internal staff, handling security operations, backup and recovery, and infrastructure your team doesn’t have bandwidth for.
Let’s talk about where your environment stands today.
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