
Managed IT Security 20-Point Checklist
More accounting firms now operate in the cloud, which makes work more accessible, but also opens the door to new security threats. Whether you’re managing IT yourself or outsourcing it, there are certain foundational responsibilities your tech function must cover to ensure security, efficiency, and scalability. Here’s a comprehensive list that the best firms use as a checklist from Nimbl Tech.
A Practical Checklist for Small to Mid-Sized Accounting Firms—Whether You're In-House, Outsourced, or Still Doing It Yourself

Partnerships That Power and Protect Modern Accounting Firms
At Nimbl Tech, we believe that a strong partnership goes beyond just delivering IT services—it’s about empowering your firm with trusted technology and a team that truly cares. Our goal is to support you with industry expertise, proactive care, and meaningful collaboration that makes a lasting difference.
Here’s what you can expect when you engage with Nimbl Tech as your IT partner:
- Proactive IT support tailored to accounting firms, from device setup to security monitoring
- Curated cybersecurity tools and best practices to keep client data safe and compliant
- A dedicated team that acts as an extension of your firm, not just a vendor
- Ongoing communication, check-ins, and support to evolve with your firm’s needs