What does an accounting firm need from IT?
Tax and accounting software that stays up
QuickBooks Desktop and Online, Drake, Lacerte, UltraTax, CCH Axcess: we keep the workstations and servers they run on patched, backed up and fast, and schedule updates around your deadlines, not during them.
A written security plan, because the IRS asks for one
Publication 4557 and the FTC Safeguards Rule expect a written information security plan. We implement the controls, MFA, encryption, monitoring, backups, and help you document them.
Client documents in and out, securely
A secure portal instead of email attachments, encrypted email when you need it, and phishing protection for the season when fake “W-2 request” emails spike.
Records that make audits easier
Backups you can actually restore, access logs, and documentation of who could reach what. We keep records that make audits easier, for you and for your clients.
How we work with accounting firms
Nothing disruptive between January and April 15. Everything else, scheduled with you.
Discovery call, both ways
A relaxed call about the firm, the software you run and what tax season did to you last year. We’re selective about who we take on, and you should be too.
Assessment against Pub 4557
Where client data lives, who can reach it, how it’s backed up, and what your written security plan is missing. A clear list, no scare tactics.
One flat plan, onboarded off-season
Everything on one monthly plan, Essentials or Complete, with prices published. Migrations and upgrades land after the deadline; security patches keep running through it.
Everything above is delivered through Managed IT. Ready to talk? Book a call.
How we help
Tax-season load, QuickBooks/desktop quirks, and lock-down on client financial data.
Accounting firm IT, straight answers.
Let's make sure we're a fit, both ways.
You see how we work. We see if your office is a fit.
Offices with 5 to 50 people in NY, NJ and CT. Book a call.
Rated 5.0 on Google · Pelham, NY · (914) 714-4312