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Managed IT, Cybersecurity & SOC 2 Readiness for Financial Services

Financial services organizations depend on trust, confidentiality, accurate processing, and continuous access to critical systems. Splashwire helps accounting firms, outsourced finance teams, receivables organizations, and other financial service providers protect sensitive information and build technology operations that stand up to client, regulatory, and audit scrutiny.

Technology and controls built around financial trust

Financial workflows bring together client portals, tax and accounting platforms, payroll, payments, banking, customer communications, document exchange, reporting, and third-party services. The environment must protect personal and financial information while remaining efficient for employees and accessible to the people they serve.

Splashwire combines managed IT, cybersecurity, compliance readiness, cloud, infrastructure, business continuity, and executive technology leadership under one accountable partner. We make security controls operational, measurable, and easier to evidence.

We Understand Sensitive Financial Workflows

Our experience reflects the needs of tax and accounting practices, payroll and outsourced finance teams, receivables and payment operations, client service organizations, and firms managing high volumes of confidential records. We understand the importance of secure portals, accurate processing, restricted access, seasonal workloads, customer communications, payment channels, and dependable integration with banks, bureaus, healthcare organizations, and other partners.

Protecting Financial Data, PII, and Client Confidence

Splashwire applies layered safeguards across identity, email, endpoints, networks, cloud platforms, applications, and vendors. Services include multifactor authentication, least-privilege access, encryption, managed detection and response, vulnerability management, secure configuration, data protection, phishing defense, activity review, workforce education, and incident response. Controls are tailored to the information handled and the obligations that apply to the organization.

SOC 2 Readiness With Evidence in Mind

SOC 2 is an independent CPA examination of a service organization’s controls—not a certificate issued by an IT provider. Splashwire helps organizations prepare by defining scope, mapping systems and vendors, assessing gaps against the applicable Trust Services Criteria, documenting policies and control ownership, implementing technical safeguards, collecting evidence, testing readiness, tracking remediation, and supporting the organization and its CPA firm through the examination process.

Controls That Operate Between Assessments

Readiness depends on more than producing documents before an audit. Splashwire helps establish repeatable access reviews, asset inventories, risk assessments, vendor reviews, change records, vulnerability remediation, backup testing, incident exercises, security reporting, and evidence retention. The goal is a defensible operating rhythm that improves security and makes future customer reviews and examinations less disruptive.

Secure Client, Payment, and Business Systems

We support the infrastructure and access behind accounting, tax, payroll, CRM, document management, secure client portals, online payments, reporting, Microsoft 365, voice, and collaboration. Splashwire coordinates vendors and protects the connections between systems so financial teams can serve clients without creating uncontrolled paths for confidential information.

Business Continuity for Time-Sensitive Operations

Deadlines, payroll cycles, payment commitments, customer service, and reporting cannot wait for failed infrastructure or an improvised recovery. Splashwire provides monitored backup, disaster recovery, resilient infrastructure, incident planning, recovery testing, and 24×7 monitoring with clear escalation paths and documented recovery priorities.

Executive Guidance for Risk, Growth, and Governance

Our fractional vCIO and vCISO services help leaders plan budgets, manage vendors, prioritize risk, evaluate platforms, respond to client questionnaires, prepare for cyber-insurance reviews, and report clearly to owners, executives, and boards.

Sensitive Data Protectedfinancial records, PII, client documents, and payment workflows
SOC 2 Readinessscope, gap assessment, controls, evidence, remediation, and audit support
Operational Evidencerepeatable reviews, testing, records, and executive reporting
Secure Client Accessidentity, portals, collaboration, and vendor coordination
24×7 Coveragemonitoring, managed detection, support, and recovery
One Accountable Partnerfor IT operations, cybersecurity, compliance readiness, and strategy