What an accounting firm needs from IT
Tax software that stays up
QuickBooks Desktop and Online, Drake, Lacerte, UltraTax and CCH Axcess. We keep the computers and servers they run on patched, backed up and fast, and plan updates around your deadlines.
A written security plan, because the IRS asks for one
IRS Publication 4557 and the FTC Safeguards Rule expect a written information security plan. We set up the controls behind it, like two-step sign-in (MFA), encryption and backups, and help you write them down.
Client documents in and out, securely
A secure portal in place of email attachments, encrypted email when you need it, and filters for the fake “W-2 request” emails that spike every season.
Records that make audits easier
Backups we test by restoring them, plus records of who could open what. When an auditor asks, the answer is on file.
How we work with accounting firms
We don’t make big changes between January and April 15. Everything else is scheduled with you.
Discovery call
A short call about your firm, your software and how last tax season went.
Assessment against Pub 4557
We check where client data lives, who can reach it, how it’s backed up, and what your written security plan is missing. You get a clear list.
One monthly plan, onboarded off-season
Everything on one monthly plan, Essentials or Complete, with clear pricing. Moves and upgrades happen after the deadline. Security patches keep running through it.
All of this comes with Managed IT. To get started, book a call.
How we help
The services behind tax software, client data and backups.
Accounting firm IT questions
Book a call. Get a straight answer.
Thirty minutes. You'll know whether we're the right shop for your office, and what it costs if we are.
Offices with 5 to 50 people in NY, NJ and CT. Book a call.
Rated 5.0 on Google from 100+ reviews. Pelham, NY, since 2021. (914) 714-4312