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.
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 delivers 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 ensures 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.
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.