IT Services for Accounting Firms & Financial Professionals
Protect client data, stay compliant, and reduce downtime during tax season with expert IT solutions designed for accountants, bookkeepers, and advisory firms.
IT Services Tailored For Financial Professionals
Accounting & Tax Software Support
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We support QuickBooks (Online/Desktop), Drake, CCH Axcess, UltraTax, Xero, and more — with help for updates, multi-user access, licensing, and vendor coordination.
Cybersecurity & Compliance Alignment
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Safeguard client financial data with layered cybersecurity and compliance readiness for standards like SOC 2, GLBA, and state privacy laws.
Automated Backup & Disaster Recovery
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Protect tax documents, accounting files, and payroll data with daily encrypted backups and rapid recovery tools that minimize disruption during critical deadlines.
Secure Email, Portals & File Sharing
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Deploy HIPAA- and GLBA-aligned tools for sharing tax returns, invoices, and sensitive reports with clients — including encrypted email and secure document portals.
Cloud Migration & Remote Access
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Enable your team to securely work from home or multiple locations using cloud-hosted apps, VPNs, or virtual desktops tailored for financial workflows.
VoIP Phone
Systems
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Replace outdated phones with VoIP systems featuring call queues, voicemail-to-email, and after-hours routing to handle seasonal call spikes professionally.
Multi-Office & Hybrid Workforce Support
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We support multi-location firms and remote teams with centralized systems, secure communication tools, and consistent helpdesk support.
Workstation, Printer & Device Management
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Keep scanners, printers, and accounting workstations running smoothly — with proactive monitoring, patching, and troubleshooting before downtime impacts client work.
Frequently Asked Questions
Can you support the tax and accounting software we use?
Yes — we support a wide range of platforms including QuickBooks, Drake, CCH Axcess, UltraTax, Xero, and more. We also assist with licensing, multi-user issues, and upgrades.
How do you protect sensitive client data?
We implement firewalls, encryption, multi-factor authentication, and secure access policies that align with GLBA, SOC 2, and CPA best practices.
What happens if a server or computer crashes during tax season?
We maintain daily encrypted backups with fast disaster recovery — so tax prep can resume quickly, even after data loss or system failure.
Can you help with secure email and document sharing?
Yes — we deploy secure email encryption, branded file portals, and cloud-based sharing tools so you can safely communicate with clients and regulators.
Do you offer support outside regular hours during busy season?
Absolutely. We provide flexible helpdesk support, including extended availability during tax deadlines, audits, and client crunch time.
Can you help move our systems to the cloud?
Yes — we offer cloud migration for key apps, secure remote desktop environments, and VPNs to support hybrid work or multiple office locations.