Brian's free tools for accountants
Grab the three guides from his talk, or run a free check on your firm's website. Both take about a minute.
The guides from his talk
Free download. The form takes about 30 seconds.
The free check for your firm
See who can send email as your firm and which AI accounts use your domain.
No email needed. Reads public records only.
Brian has presented to FICPA · AFWA · TXCPA Houston · The Florida Bar · New York City Bar Association · NASA · MIT · Harvard Club of Boston
Three things worth knowing before tax season
Tax and accounting firms are required to have a written information security plan, and the IRS keeps reminding them.
Source: FTC Safeguards Rule; IRS Publication 5708Section 7216 limits how tax preparers use or share return information without the client's consent, and entering it into an outside AI tool may count as sharing it.
Source: Internal Revenue Code section 7216AI is already inside software you pay for. QuickBooks Online says "there isn't a way to turn off AI features individually."
Source: Intuit, Overview of Intuit AI in QuickBooks OnlineThe guides cover all three. Get them free
Get the three guides from Brian's talk
They open on the next page, ready to print and use with your team, and we email you the links too.
AI section for your WISP
Fill-in pages that add AI to your Written Information Security Plan.
Six questions for your IT provider
What to ask, and what a good answer sounds like.
An example AI Risk Review report
See what Brian's written review looks like for a firm.
How does your firm look from the outside?
Enter your firm's website and get an instant report you can share with your team or your IT provider.
Brian Butterfield, CISSP
Brian is co-founder and Chief Security Officer of Microtech IT & Cybersecurity Services, with more than 30 years in IT and cybersecurity. His team supports accounting firms, law offices and healthcare practices across Florida and the US, and he put these guides together as the practical side of his F.A.C.T.S. session.
What clients say about Brian's team
When it comes to recommending a managed IT and cybersecurity company to my clients, there is no one else I trust besides Microtech. As a CPA, this level of trust means the world to me.
Our CPA firm has worked with Brian and his staff at Microtech for over 20 years. They always consider cost and sell you only what you need.
In today’s unrelenting cyber threat landscape, we find Microtech’s team proactive in making security for our business a cornerstone.
Want Brian to look at your firm?
Brian and the Microtech teamStart with a free 15-minute call. Brian asks how your team uses AI with client information, then tells you what he'd look at first and whether Microtech can help. No obligation.
Pick a time
Brian's calendar is on the next page, whenever you're ready.
Meet on Teams or by phone
The Teams link opens in your browser, with nothing to install.
Get a straight answer
If there's more to cover, you set a longer time together.
Get the guides and pick a time
See where client data goes, and stop what shouldn't leave
A managed service, so Microtech's security team watches over it with you.
See which AI tools your team uses
It flags client information going into them.
Real dashboard. Names removed.
Stop client data before it leaves
If someone types, pastes or uploads it, it's blocked and they see why.
Example. Made-up name and number.
Questions
Do I have to book a call to get the guides?
No. The guides are yours either way. Brian's calendar is on the next page if you want it.
Is the call a sales call?
The 15 minutes are about your firm. If Microtech Secure AI fits, Brian will tell you what it is and what it costs, so you can decide for yourself.
Do I need Microsoft Teams?
No. The Teams link opens in your web browser with nothing to install, and phone works too.
We already have an IT provider.
Most firms do. Use the six questions with them. The call is about how your firm uses AI, whoever handles your IT.
We already have an AI policy.
Good, that's the first step. A policy tells staff what not to do, and Secure AI shows whether it's being followed.
What happens after I sign up?
Your guides open on the next page, and we email you the links. Brian's calendar is there too if you'd like to talk.
Brian is speaking at TXCPA Houston F.A.C.T.S., Nov 18–19, 2026, at the Norris Conference Center, CityCentre, Houston. Register on the TXCPA site.
This page is published by Microtech, not TXCPA, and TXCPA does not endorse any product or vendor. The resources are general information, not legal, tax or accounting advice. Microtech IT & Cybersecurity Services, 110 E Broward Blvd #1700, Fort Lauderdale, FL 33301.