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Replace insecure email attachments and legacy portals with encrypted client file exchange, IRS WISP-compliant access controls, and ransomware rollback — all at a price point that works for firms of any size.
IRS
WISP technical safeguards — documented and auditable
FTC
Safeguards Rule compliance support for tax preparers
100%
File events logged — every client file access captured
SOC 2
Certified — independently audited security controls
From solo practitioners to multi-partner firms, AXIS CloudSync handles the compliance-sensitive file workflows that the IRS, FTC, and state regulators require.
Replace email attachments and unsecured portals with encrypted Secure Share links. Clients upload tax documents, financial statements, and supporting files directly — with enforced login, expiration dates, and a complete audit trail of every access.
The IRS requires all tax preparers to maintain a Written Information Security Plan documenting their technical safeguards. AXIS CloudSync's SOC 2 certified infrastructure, access controls, encryption, and audit logs are exactly the safeguards your WISP needs to reference.
Control exactly which partners, managers, and staff can access which client folders. Organizational privacy mode prevents staff from browsing files outside their assigned clients — critical for conflict-of-interest management.
CPA firms are high-value ransomware targets due to the volume of sensitive financial data they hold. AXIS CloudSync automatically versions every file change — restoring any file or folder to a clean state in minutes, not days.
Keep remote staff, satellite offices, and seasonal preparers in sync without VPN complexity. Real-time file sync ensures everyone works from the latest version of every client return — automatically.
Maintain complete version histories for client files across multiple tax years. Retrieve any prior version of a return, workpaper, or engagement letter from the admin console — no separate backup software required.
Every tax preparer is required to maintain a Written Information Security Plan. AXIS CloudSync provides the technical safeguards your WISP must document — and the audit trail to prove it.
What's Covered
* Based on Axcient infrastructure SLA documentation.
Generic file sharing tools weren't designed for IRS examiners or FTC audits. AXIS CloudSync was built from the ground up for regulated professional services.
| Feature | AXIS CloudSync | Dropbox | Box | ShareFile |
|---|---|---|---|---|
| SOC 2 Certified | ||||
| IRS WISP Technical Safeguards | ||||
| FTC Safeguards Rule Support | ||||
| Ransomware Rollback | ||||
| Role-Based Access Controls | ||||
| Secure Share with Enforced Login | ||||
| Audit Log CSV Export | ||||
| No File Size Limits |
"We were using a mix of email, Dropbox, and a legacy portal to exchange files with clients. AXIS CloudSync replaced all three. Every client file exchange is now encrypted, logged, and auditable — which is exactly what our WISP requires."
Robert Chen, CPA
Managing Partner, Regional CPA Firm
"Tax season used to mean a flood of email attachments from clients. Now they upload directly to their secure folder. We get a notification, everything is already organized, and there's a complete audit trail. It's changed how our whole team works."
Angela Torres
Director of Operations, Accounting Firm
"After the IRS started requiring WISPs for all tax preparers, we needed to document our technical safeguards. AXIS CloudSync's SOC 2 certification and access controls gave us exactly what we needed to satisfy the requirement — and our clients appreciate knowing their data is protected."
David Kim, EA
Owner, Tax & Accounting Practice
Representative customer stories. Individual results may vary.
Start a free 14-day trial — no credit card required. Or talk to a compliance specialist about your firm's specific needs.