Accounting
IT for Accounting & CPA Firms
Tax season doesn't blink. Neither should your IT.
FTC Safeguards-aligned IT, tax-season-ready performance, and secure client portals for CPAs, EAs, and bookkeeping firms.
Industry fit
What's actually different about your industry.
Generic MSP advice falls apart the moment it meets your real apps, your real audit, and your real downtime cost.
Compliance we live with
- FTC Safeguards Rule
- IRS Publication 4557 (Safeguarding Taxpayer Data)
- GLBA
- AICPA Trust Services Criteria (SOC 2)
Apps we support
- CCH Axcess / ProSystem fx
- Drake Tax
- Lacerte
- ProSeries
- UltraTax CS
- Thomson Reuters CS Professional Suite
- QuickBooks Online & Desktop
- Karbon
- TaxDome
- SmartVault
Pains we hear in week one
- Tax-season load grinds the file server and remote workstations to a halt — exactly when it can't.
- FTC Safeguards Rule requires a written information security plan (WISP) the firm doesn't actually have.
- Client tax docs travel through email attachments and personal Dropbox accounts.
- Seasonal preparer accounts have permanent access long after April 15.
Outcomes
What you actually get.
Concrete deliverables. No vague promises.
- Written Information Security Plan (WISP) that satisfies FTC Safeguards §314.4 and IRS Pub 4557.
- Secure client portal (TaxDome / SmartVault / ShareFile) replacing email attachments, with audit logging and retention.
- Tax-season capacity plan: workstation specs, RDS / Windows 365 / Citrix sizing, and bandwidth headroom before January.
- Phishing-resistant MFA enforced on every workforce account — including seasonal preparers, with hard-coded expirations.
- Tested, immutable backup of CCH / Drake / Lacerte / UltraTax databases with quarterly restore drills.
Recommended stack
The services that matter most for your industry.
Managed IT
Proactive monitoring, patching, and unlimited help-desk for desktops, laptops, and end users — flat-fee per seat.
Cybersecurity
Endpoint detection, dark-web monitoring, phishing-resistant MFA, and security awareness training — built for SMBs.
Cloud Services
Microsoft 365, Azure, Google Workspace, hybrid infrastructure, VDI, and immutable cloud backup — designed and operated end-to-end.
CIO Services
Executive-level IT leadership without the executive-level salary — roadmaps, budgets, vendor management, and digital transformation.
FAQ
Common questions for your industry.
Yes. We deliver the technical safeguards FTC §314.4 requires — access controls, encryption, MFA, monitoring, secure disposal — and produce the Written Information Security Plan (WISP) and incident-response plan an IRS or state-board exam wants to see. We're not the auditor; we're the firm that gets you ready for one.
We support the platforms around CCH Axcess, Drake, Lacerte, ProSeries, and UltraTax — performance, identity, secure remote access, and database backups. We coordinate with the tax-software vendor on app-side issues; everything underneath their app is on us.
Either RDS / Windows 365 / Citrix so client data never lands on a personal device, or a managed laptop with EDR, MFA, and disk encryption. Seasonal accounts get hard-coded expiration dates so April 16 isn't an offboarding fire drill.
We deploy and configure TaxDome, SmartVault, Citrix ShareFile, or SuiteFiles — whichever fits your workflow — with retention rules, access logs, and DLP that satisfies both client expectations and the Safeguards Rule.
Other industries
We've done this for other industries too.
Dental
HIPAA-aligned IT, imaging-aware networks, and after-hours support for single- and multi-location dental practices.
Medical
HIPAA-grade IT for primary care, specialty clinics, and small medical groups across the Southeast.
Law firms
Confidentiality-first IT for solo practitioners, boutique firms, and mid-size practices across the Southeast.
Manufacturing
OT/IT-aware managed services and CMMC-grade cybersecurity for manufacturers and industrial operators.
Non-profits
Mission-aligned IT for non-profits — TechSoup-aware licensing, donor-data security, and budget-respectful service.
Ready when you are
Let's talk about your IT.
A 30-minute call is all it takes to know whether we're the right partner. No pressure, no jargon, no obligation.
What to expect
- 130-minute discovery call
We listen first — your environment, pain points, and goals.
- 2Free IT assessment
Senior engineer reviews your stack and flags real risks.
- 3Plain-English roadmap
Clear scope, clear pricing. Walk away with a plan, not a pitch.