When Your Technology Fails, Client Trust and Compliance Are at Risk
Financial services firms operate in one of the most regulated and targeted industries. Accountants, wealth managers, and advisors must comply with SEC, FINRA, and SOC2 standards while protecting sensitive client financial data. But IT problems keep getting in the way. Cyberattacks, compliance gaps, and system downtime cost you client trust, regulatory penalties, and revenue. When your technology isn’t secure and reliable, your entire practice is at risk.
Costly Downtime: Every minute your ERP or accounting systems are down, you can’t serve clients, process transactions, or access critical financial data.
Security Risks: Ransomware, phishing attacks, and data breaches can expose client accounts, trigger regulatory penalties, and destroy your reputation.
Compliance Pressure: Ever-changing SEC, FINRA, and SOC2 requirements demand constant vigilance—one gap can result in audits and fines.
You’ve got enough on your plate. IT shouldn’t be another headache to manage.
Meet Xobee: Your Trusted IT Partner for Financial Services
With 30 years of experience supporting more than 3,000 businesses, Xobee helps financial firms, accountants, and advisors run smarter with reliable, scalable, and proactive managed IT solutions designed for the unique regulatory and security demands of the financial industry.
Compliance-Ready IT
Meet SEC, FINRA, and SOC2 standards with documented, audit-ready IT systems and processes.
Cybersecurity for Law Firms
Prevent breaches and protect client accounts with enterprise-grade security tailored for financial firms.
Cloud & Remote Work Solutions
Keep financial records safe, accessible, and recoverable with secure cloud solutions and automated backups.
ERP & Accounting System Support
Ensure uptime and seamless integrations for QuickBooks, Sage, NetSuite, and other critical financial software.
Secure VoIP for Advisors
Reliable, encrypted communication systems across offices and remote teams.
Disaster Recovery
Minimize downtime and data loss with comprehensive backup and recovery solutions.
Getting Started Is Simple
1. Schedule Your Free IT Assessment
We’ll evaluate your current systems, identify compliance gaps, and assess security vulnerabilities specific to financial services.
2. Get a Customized Plan That Fits Your Practice
Receive a tailored managed IT strategy designed specifically for financial firms—meeting regulatory requirements and security standards.
3. Enjoy Hassle-Free IT Support That Scales with You
From tax season surges to client growth, your IT works proactively in the background so you can focus on serving clients.
Technology You Can Trust, So You Can Focus on Your Clients
Xobee doesn’t wait around for issues to pop up—our team of experts actively works behind the scenes to prevent problems from occurring. With 24/7 monitoring, predictive AI-driven threat detection, and proactive patching, Xobee identifies and neutralizes problems before they impact your operations or put client data at risk.
Don’t Risk Your Practice to Inadequate IT Support
With Xobee, You Will AVOID:
●Worrying if your client financial data is secure from ransomware and breaches
●Having to track down your IT provider for responses during critical month-end or tax season
●Risking regulatory penalties from compliance gaps in your IT systems
●Missing out on the latest financial technology and security innovations
●Feeling helpless against potential IT, AI, and cybersecurity threats
●Worrying about whether your systems are audit-ready and compliant
The Xobee Assurance Promise
With Xobee, You Will Have:
●A reliable, proactive partner who understands financial services regulations
●More uptime, fewer headaches—especially during critical periods
●Enterprise-grade security and compliance aligned with SEC, FINRA, and SOC2
●A real person who answers promptly when you call
●Managed IT support that scales as your client base grows
Secure, Compliant IT for Financial Services
We empower financial firms with technology solutions that protect client data and ensure regulatory compliance:
24/7 Proactive Monitoring & Rapid Response Support
We catch threats and issues before they impact your practice
Cybersecurity & Ransomware Protection
Multi-layered defense against threats targeting financial firms
SEC/FINRA Compliance Support
Documentation, monitoring, and audit-ready systems
ERP & Accounting Software Integration
Seamless support for QuickBooks, Sage, NetSuite, and more
Cloud & Backup Solutions
Secure, encrypted data protection with rapid recovery capabilities
VoIP & Multi-Site IT Services
Unified communication and IT management across all locations
Trusted by Financial Firms
“Xobee helped us modernize our systems and maintain SEC compliance while protecting client data. Our uptime and security have never been stronger. We can focus on serving our clients instead of worrying about technology.”
Trust & Authority
Trusted by 3,000+ businesses in California and across the US
30 years helping financial services with technology
HIPAA, PCI, and SOC2-aligned services
Certified partners with industry-leading technology brands
Financial Services IT FAQ
What IT services do financial firms need most?
Compliance-ready IT systems, enterprise-grade cybersecurity, ERP and accounting software uptime, secure cloud backups, encrypted communication tools, and continuous monitoring to meet SEC, FINRA, and SOC2 requirements.
How does managed IT support help with SEC/FINRA compliance?
Through secure, documented systems, proactive monitoring and logging, regular security updates, audit-ready reporting tools, and compliance-focused policies that meet regulatory standards.
What are the top cybersecurity risks for financial services?
Phishing attacks targeting employee credentials, ransomware encrypting client data, unauthorized access to financial accounts, business email compromise schemes, and data breaches exposing sensitive financial information.
How does Xobee help accountants with IT security?
We provide encryption for data at rest and in transit, secure collaboration tools for sharing financial documents, multi-factor authentication, proactive threat monitoring, and regular security training for your team.
Can Xobee support multi-office financial advisory firms?
Absolutely. We specialize in centralized IT management for financial firms with multiple locations, providing consistent security, compliance, communication systems, and data access across all offices.
Protect Client Data. Ensure Compliance. Stay Secure.
No obligation consultation with financial services IT experts who understand SEC, FINRA, and SOC2 compliance requirements.
