Security & Compliance Built for Bookkeepers & CPAs

We make sure that you're protected by helping you secure your business, stay compliant, and keep everything running smoothly without the stress.

HIPAA Compliance Without the Headache

Protect your business, stay compliant, and keep everything running smoothly without the stress.

Cybersecurity for Builders, Not Bankers

We build the foundation your business needs to stay secure, compliant, and ready for whatever comes next.

Security threats don't wait for the right moment

Most businesses discover their vulnerabilities the hard way. We help you find them first.

Problem

Most businesses wait until something breaks

Weak security. Outdated systems. No real plan. That's how problems start, and when they hit, they're expensive, stressful, and disruptive.

Informal setup

A family member set things up years ago, or you use whoever your clients recommended. No formal vendor, no documentation of what's actually in place.

Untested backups

You back up to an external drive—you think. Someone set it up. It seems to be running, but nobody has ever restored a file from it to confirm it actually works.

Shared passwords

Passwords are shared or reused. Everyone needs QuickBooks. It started as convenience and nobody changed the approach since.

No written plan

You don't have a written security plan. If a client called tonight about a breach, you'd be figuring it out as you went.

Accounting firms
Healthcare practices
Growing businesses
FTC Safeguards
HIPAA Security
SMB Security
Risk assessments
Compliance plans
Incident response
Proactive support
Who We Serve

Your industry has its own rules, risks, and requirements.

We work within three specific verticals — each with distinct compliance obligations, threat profiles, and technology needs. Every service we deliver is shaped by your industry's requirements. Select your vertical to see how we approach your world.

Who We Serve

Built for firms with real regulatory obligations.

We work across three verticals. Each has its own framework, its own documentation requirements, and its own consequences for getting it wrong. We specialize — we don't generalize. We don't just fix issues—we prevent them. From compliance to daily IT support, we build systems that keep your business secure, stable, and ready to grow.

FTC Safeguards Rule

Accounting Firms, Bookkeepers & Tax Preparers

The FTC Safeguards Rule applies to every accounting firm, regardless of size. Your IT vendor handles infrastructure, but compliance is your responsibility. We deliver the written security plan and ongoing program your clients and regulators expect.

FTC Safeguards Program
HIPAA

Healthcare Profesionals

Most practice owners assume a certified EHR means HIPAA compliance. It doesn't. The vendor's certification covers their platform, not your workforce, access controls, or incident response. Those are your responsibility.

HIPAA Security Program
SMB Security

Cybersecurity

General SMBs driven by cyber insurance requirements or enterprise contractual obligations. We build a program around what you actually need, not what a template says you should have.

Learn
Service Catalog

IT Services Built for Accountants, Bookkeepers & Tax Pros

Good IT support isn't flashy. It's reliable. Your systems work. Your team stays productive. When incidents happen, we resolve them quickly and keep your business moving.

Compliance Reporting & Audit Preparation

Building and maintaining the evidence packages, reports, and documentation your firm needs to pass a regulatory exam — or an enterprise security questionnaire — with confidence.

Email Security & Anti-Phishing

Layered protection at the inbox level, stopping phishing attempts, business email compromise, and malware before they reach your team.

Managed Backups & Immutable Storage

Automated, encrypted, offsite backups with immutable storage and documented recovery testing so your data is always recoverable — not just assumed to be.

Help Desk & Remote Support

When systems fail. Resolution matters. We provide comprehensive technical support with full documentation and accountability. Your issues are tracked, prioritized, and resolved by professionals who understand that reliability is non-negotiable for your business.

More Than an IT Vendor – Real Partnership

Your security program lives here

Handling sensitive data requires compliance as a necessity, not a choice. WISP, risk assessments, policies, and continuous support make this straightforward for you. While most IT firms wait until problems occur to respond, we take a proactive approach — considering your regulatory vulnerabilities, insurance coverage, client trust, and the strategic choices that will impact your business down the road.

Proactive audits

Every quarter, we test your backups, verify your access controls, and surface drift before a regulator or an attacker finds it first.

Real documentation

Built to survive scrutiny from regulators, attorneys, and auditors. Not theater. Not compliance theater. Actual compliance.

We've built this firm on referrals. The work speaks for itself from the first interaction.

Real firms. Real protection. Real confidence in what comes next.
We Are Trusted by Businesses That Can’t Afford to Get It Wrong!

"We finally feel confident telling clients their data is secure."
Maria G.
Tax preparer, Miami, FL
"Our insurance renewal was smooth for the first time."
James R.
CPA firm owner, Atlanta, GA
"If we get audited, we're ready."
Isabel H.
Accountant, Knoxville, TN
"Working with Rohan has been a breath of fresh air! So often I work with tech companies that are hard to deal with or unresponsive. Rohan is very knowledgeable and would not hesitate to recommend him for your tech needs."
Mike B.
Small business owner, Auburn, ME

FAQs

Frequently Asked Questions About Streamlined Technology Services.

What does Streamlined Technology Services do?

Streamlined Technology Services is a Knoxville-based and Information technology and compliance firm. We build and maintain written security programs for accounting firms, dental and medical practices, and small businesses across East Tennessee. Every program is documented, maintained, and built to hold up under regulatory examination or cyber insurance review.

Who does Streamlined work with?

Three types of firms: accounting firms, bookkeepers, and tax preparers subject to the FTC Safeguards Rule; dental and medical practices subject to HIPAA; and growing small businesses and manufacturers facing cyber insurance or customer-driven security requirements. We are a specialist firm — not a generalist IT provider.

Does Streamlined serve businesses outside of Knoxville?

Yes. STS serves firms across the U.S. remotly and locally, across seven East Tennessee counties: Knox, Blount, Anderson, Loudon, Sevier, Roane, and Jefferson. We work on-site where that helps and remotely when it doesn't. Most assessments are delivered as a combination of both.

What makes Streamlined different from a generalist IT company?

Most IT companies are generalists that fix things when they break. STS was built specifically to build and maintain written security programs the way enterprise financial institutions do. The founder brings 20 years of enterprise IT experience from inside payment processors and banks — environments where regulators actively audit the infrastructure. That background shapes every engagement.

How do I get started?

Every engagement begins with a free 30 to 45 minute Gap Assessment. You complete a short questionnaire, we walk through it together on a call, and you receive a written Gap Assessment Report within five business days. The report maps your firm's current posture against every requirement that applies. It's yours to keep regardless of whether we work together afterward.

What does a managed security program cost?

STS uses flat monthly retainers — predictable pricing, no surprise hourly bills. The specific retainer depends on firm size, vertical, and the complexity of your existing environment. The free Gap Assessment includes a written proposal with exact pricing for your firm. No obligation to proceed.

Need more guidance?

Our team is ready to help you navigate this.

Know where you stand

before moving forward.

A free assessment tells you exactly what's missing. A written report is yours to keep — no strings attached, no pressure, no unwanted follow-ups. The report stays with you regardless of what you decide to do next.

Thirty minutes. One report. Everything you need to know.