Pexo safeguards client data, ensures GLBA/SOX compliance, and modernizes legacy systems, freeing your firm to focus on strategic advisory services.
Regulatory Compliance Experts
Secure Cloud Migration
Disaster recovery planning
Protecting sensitive financial data, managing complex compliance, and outdated technology hinder productivity and increase cyber risks.
GLBA and SOX require stringent financial data protection. We implement access controls, encryption, and audit documentation – turning compliance into competitive advantage while avoiding penalties.
Secure transaction processing replaces manual methods while advisory services demand real-time insights. Cross-border compliance requires specialized frameworks for financial data protection.
Secure transaction processing replaces manual methods while advisory services demand real-time insights. Cross-border compliance requires specialized frameworks for financial data protection.
300% attack increase targets financial data. Our multi-factor authentication and vendor risk management protect against breaches while meeting FTC Safeguards requirements.
Our Services
Targeted services addressing compliance gaps, system modernization, and operational resilience for financial data protection.
Secure client ledgers and transaction records. Prevent tampering with audit trails while maintaining SOX compliance and tax documentation integrity.
GLBA/SOX-ready frameworks with access controls and audit documentation. Maintain regulatory adherence while avoiding penalties.
Seamless migration to QuickBooks Online/Xero with zero tax-season disruption. Enable real-time collaboration and automatic updates.
Encrypted backups and recovery plans ensuring business continuity after incidents. Quickly restore operations following data loss events.
Proactive monitoring and specialist assistance maintaining system performance. Resolve issues before they impact client services.
Deep understanding of tax workflows, financial data sensitivity, and compliance requirements unique to accounting practices.
Mastery of GLBA, SOX, PCI DSS, and FTC Safeguards Rule implementation for audit-ready financial environments.
Secure implementation of QuickBooks/Xero with client collaboration features. Bullet Points:
Combining accounting industry knowledge with technical excellence to protect and advance your practice.
Audit-ready frameworks
Predictable budgeting
Certified platform experts
Business growth enablement
FAQ
Answering all industry-related queries.
7030 Woodbine Avenue, Suite 500, Markham, Ontario L3R 6G2
Monday-Friday
9:00AM - 5:00PM
Saturday-Sunday: Holiday