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IT Services for Accounting Firms

Secure, compliant, and reliable IT for CPA & accounting firms.

Challenges Accounting Firms Face

Accounting firms handle highly sensitive financial and personal data — and downtime during tax season isn’t an option. We provide specialized IT services for accounting firms that prioritize security, compliance, and performance, so your team can focus on clients, not technology.

Our Industry-Specific IT Services

Accounting firms have unique IT requirements that general IT providers often overlook:

  • Protecting client financial and tax data.

  • Meeting IRS, FTC Safeguards Rule, and data security requirements.

  • Preventing phishing, ransomware, and business email compromise.

  • Supporting remote and hybrid staff.

  • Handling heavy workloads during tax season.

  • Ensuring email, document access, and critical apps stay available.

We build systems specifically to address these risks.

Our IT Solutions for Accounting Firms

Managed IT Services

Proactive monitoring, patching, and support to keep your firm running smoothly year-round — especially during peak season.

  • 24/7 monitoring and alerting

  • Help desk support

  • Automated patch management

  • Predictable monthly pricing

Cybersecurity for Accounting Firms

Layered security designed to protect sensitive financial data and reduce cyber risk.

  • Advanced email security & phishing protection

  • Endpoint detection & response (EDR)

  • Multi-factor authentication (MFA)

  • Ransomware protection & threat monitoring

  • Security awareness training for staff

Compliance & Risk Management

Support to align with regulatory and cyber insurance expectations.

  • FTC Safeguards Rule support

  • Written security policies & documentation

  • Vendor and access controls

  • Audit readiness guidance

Cloud & Remote Work Solutions

Secure access from anywhere without sacrificing performance.

  • Microsoft 365 & SharePoint configuration

  • Secure file sharing & document management

  • Remote desktop / virtual desktop solutions

  • Backup and disaster recovery planning

Backup & Disaster Recovery

Protection from data loss, ransomware, and outages.

  • Encrypted, automated backups

  • Rapid recovery options

  • Business continuity planning

  • Regular backup testing

Why Accounting Firms Choose Us

  • Experience supporting CPA & accounting firms

  • Security-first approach

  • Fast, responsive support

  • Clear documentation & communication

  • No one-size-fits-all solutions

Our goal is simple: keep your firm secure, compliant, and operational when it matters most.

FAQs About Our IT Services

How do you handle IT support when our team has urgent problems?

We provide fast response times during business hours with direct access to our local support team. Urgent issues affecting multiple users or critical systems get immediate attention. We prioritize problems based on business impact, communicate clearly about resolution steps, and follow through until everything works properly for your staff.

What happens to our data if your backup systems detect a problem?

Our backup systems monitor continuously and alert us immediately when issues occur. We investigate right away to determine the cause, whether it's connectivity problems, storage limitations, or failed backup jobs. We resolve the underlying issue and verify that backups run successfully before considering the problem fixed.

Can you work with our existing it equipment and software applications?

We assess your current technology environment during onboarding and identify what equipment and software we can continue using versus what needs upgrading for security or compatibility. Most existing setups work fine with proper configuration and management. We recommend replacements only when equipment reaches end-of-life or creates security risks.

How do you manage it for businesses with multiple office locations?

We connect multiple locations through secure VPN tunnels or cloud-based systems that allow safe data sharing and centralized management. Each location gets monitored as part of your overall network. Our team coordinates updates and maintenance across all sites to minimize disruption while keeping everything secure and consistent.