Finance

PCI Compliance for Accountants, Bookkeepers & Financial Advisors

If you accept card payments for tax prep, bookkeeping, or financial advice, you’re responsible for keeping that data secure. PCI Manager helps small firms meet PCI DSS requirements with zero guesswork—so you can focus on your clients, not compliance regulations.
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trusted by over 4 million businesses worldwide

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Built for Small Finance & Accounting Firms

Designed to support the unique needs of independent professionals and small firms.

Designed for Tax Preparers & Financial Advisors
Ideal for accountants, bookkeepers, and solo consultants.

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Covers Virtual Terminals & Online Invoicing
Stay compliant no matter how you accept payments.

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Security Checks Made Easy
Scan your systems and devices for vulnerabilities that could put client data at risk.

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Guided PCI Self-Assessment
Complete the right self-assessment questionnaire (SAQ) with clear, step-by-step instructions.

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Protect Your Practice & Reputation
Avoid non-compliance penalties and build trust with your clients.

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How it Works
01
Take our super fast Self-Assessment Questionnaire.
02
Run your first scan.
03
Secure your business.
How it Works
Take our super fast Self-Assessment Questionnaire
Run your first scan.
Secure your business
Start Your Questionnaire
Our guided experience, unlimited attempts, and express renewal feature make the self-assessment process faster and easier.
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Only $40/month

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Finance Industry FAQs
Wondering if PCI compliance applies to your accounting or bookkeeping firm? If you accept card payments in any form, these quick answers will help you understand your responsibilities and how to stay protected.
Do accountants and bookkeepers need to be PCI compliant?

Yes. If you accept card payments—whether in person, online, or by phone—you’re required to comply with PCI DSS, regardless of your firm’s size.

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What if I use software like QuickBooks or FreshBooks for payments?

You may still need to complete a self-assessment questionnaire, depending on how card data is handled. PCI Manager helps you determine the right form and walk through it step by step.

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I use a virtual terminal to key in payments—am I in scope?

Definitely. Manually entering card numbers puts you in PCI scope. The good news: PCI Manager simplifies compliance and scanning so it’s easy to stay protected.

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What happens if my firm doesn’t comply?

You could face monthly fees from your payment processor, higher transaction rates, or full liability in the event of a data breach. Compliance helps reduce that risk and shows clients you take security seriously.

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Still have questions?

Contact a VikingCloud expert advisor today.
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Customer testimonials
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PCI Compliance Solutions trusted by millions of Small Businesses, designed to protect your customers and your bottom line.

rated 4.5 stars out of 5 on

Buy Now
Only $40/month