A closer look at how we support accounting firms and CPAs.
IT Support for Accounting & CPA Firms
Protecting Sensitive Financial Data
Client financial data isn’t just sensitive, it’s the kind of information that causes real damage if it’s exposed. We build protection into how we manage your systems from day one, as a standard part of the service.
Support That Doesn't Slow Down During Busy Season
Tax season doesn’t wait for a convenient time for your systems to have problems. We know when your busy periods are, so we’re ready for them instead of surprised by them.
Get Through Tax Season Without IT Surprises
Your workload
Tax season
Extension deadline
Jan
Apr
Oct
Your systems, looked after all year
Before the Rush
Backups live off-site and sign-ins need a second step, so client files are protected before the first return comes in.
During the Rush
We keep watch on your computers and network, catching problems early so a slowdown doesn't turn into a missed deadline.
After the Deadline
Start next tax season ahead. We help you budget for technology, map out improvements, and set priorities while things are quiet.
Be Ready When Compliance Questions Come Up
If your firm handles tax preparation, you’re treated as a financial institution under the FTC Safeguards Rule, which requires a written information security program regardless of your firm’s size. We can help you build and maintain that program, without you needing to become a compliance expert yourself.
Every firm’s requirements are different, so we’ll walk you through what applies to you.
What Clients Say
“Great professionalism all the way around with this company. ... we look forward to doing business with them for a long time to come.”
Services Firms Rely On
Cybersecurity Services
Keep threats out and your data safe, with protection built in layers.
Learn more →Managed IT Services
Someone's already watching for problems before they reach you.
Learn more →Backup & Disaster Recovery
If the worst happens, your business is back up and running fast.
Learn more →Cloud Services
Get more out of the cloud tools your business already depends on, with migration and management handled the right way.
Learn more →Don’t See Your Industry?
These are a few of the industries we work with most, not the full list. We also support law firms, nonprofits, construction companies, government offices, hospitality businesses, and more. If your industry isn’t listed here, talk to our team.
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Read article →Frequently Asked Questions
Yes. Firms that prepare taxes are treated as financial institutions under the FTC Safeguards Rule, which requires a written information security program. We can help you build and maintain that program without you needing to become a compliance expert.
Yes. We know when your busy periods are, so we're ready for them instead of surprised by them. Monitoring and security run year-round, catching problems early so a slowdown doesn't turn into a missed deadline.
Financial and tax data is protected with the same layered security every managed client gets, including encryption, multi-factor authentication, monitoring, and off-site backups, set up with the sensitivity that client financial data requires.
Yes. The IRS reminds tax professionals that the FTC Safeguards Rule requires a written information security plan, and it publishes guidance and a sample template (IRS Publication 5708). We can help you build and maintain that plan, without you needing to become a security expert.
We support everything your tax and accounting software runs on: the computers, network, security, and Microsoft 365 or Google tools your firm uses every day. Support for the application itself stays with the software company, since they know their product best.
Get ahead of it a few months before the rush: test that your backups can be restored, update every computer and server, confirm multi-factor authentication is on for email and remote access, review who has access to client files, and remind your team how to spot tax-season phishing scams. We help firms work through each of these before the busy season starts.