## who WE SERVE // Finance, Accounting & Insurance

# IT That Protects What Your Clients Trust You to Protect

Managed IT for Finance, Accounting & Insurance

Financial firms, accounting practices, and insurance agencies across Tampa Bay count on Big Sur Technologies to keep their systems secure, their data compliant, and their operations running without interruption.

## Your reputation is built on confidentiality, accuracy, and trust.

In finance, accounting, and insurance, your reputation is built on confidentiality, accuracy, and trust. A data breach, a compliance gap, or an unexpected system failure doesn’t just disrupt your day; it can jeopardize your clients’ most sensitive financial information and your firm’s standing. As a steward of technology for financial services organizations across the region for 20+ years, Big Sur Technologies understands the weight of that responsibility. We solve complex challenges with simplicity, which gives your firm enterprise-grade IT without the enterprise-grade overhead.

### Services Offered:
- Secure Cloud Hosting
- Cybersecurity
- Backup & Recovery
- Help Desk & Remote Support
- VOIP Business Phone

Keep financial records, client portfolios, tax files, and policy documents in a private, secured cloud environment accessible to your team from anywhere, but protected from everyone else. Eliminate the risks that come with aging local servers and unsecured file sharing.

- Private cloud
- Encrypted access
- Remote-ready

Financial services firms are high-value targets for cybercriminals. Big Sur Security as a Service tools deliver continuous monitoring, advanced threat detection, email security, and layered defenses designed to keep client financial data and proprietary firm information out of the wrong hands.

- Threat detection
- Email security
- 24/7 monitoring

A lost tax return, a corrupted client file, or a ransomware attack during tax season isn’t just an inconvenience; it can have serious financial and legal consequences. Big Sur Backup as a Service tools ensure your firm’s critical data is continuously protected and rapidly recoverable when it matters most.

- Automated backups
- Point-in-time restore
- Rapid recovery

When a billing system goes down mid-close, a remote advisor loses VPN access, or a compliance software integration breaks, your team needs answers fast. Our responsive help desk resolves issues quickly, which minimizes disruption and keeps your professionals focused on clients, not tech tickets.

- Fast response
- Remote resolution
- On-site support

Client communication is the lifeblood of financial services. Big Sur VOIP business phone systems deliver reliable, professional call handling with features like call recording, auto-attendants, and multi-office routing, keeping your firm reachable and running like the established operation you are.

- Call recording
- Multi-office routing
- Professional image

## Built with Financial Compliance in Mind

The financial services industry operates under some of the most demanding regulatory requirements of any sector. While Big Sur Technologies is not a compliance consultant, our solutions are architected to support the controls your firm needs to meet its obligations, from data privacy to access governance to audit readiness.

SOX-supportive controls  
  
SEC/FINRA-aware data handling  
  
Encrypted data at rest & in transit  
  
Multi-factor authentication  
  
Role-based access control  
  
Audit-ready logging  
  
Secure client portal access

## Other Big Sur Industries Served

### ARCHITECTURE, ENGINEERING & CONSTRUCTION
Mobile workforce solutions, project management systems, and secure collaboration tools for construction firms and engineering companies.

### HEALTHCARE
HIPAA-compliant IT infrastructure, EHR optimization, and secure patient data management.

### LEGAL
Secure document management, case management systems, and compliance solutions.

### LOCAL GOVERNMENT
Cost-effective IT solutions, donor management systems, and cloud collaboration tools designed for nonprofit organizations.

### NONPROFIT
Cost-effective IT solutions, donor management systems, and cloud collaboration tools designed for nonprofit organizations.

### SMALL & MEDIUM BUSINESSES
Scalable IT solutions, managed services, and growth-focused technology strategies for SMBs across all industries.

## Let's Talk About What's at Stake for Your Firm

Big Sur Technologies has been a trusted technology partner for financial services organizations across Tampa Bay for over 20 years. The conversation starts with understanding your business.