Accounting IT
IT for accounting firms built for busy season and client data.
Managed IT and security for accounting and CPA firms. We keep your software and file exchange fast and reliable through busy season, protect sensitive client financial data, and help you meet the FTC Safeguards Rule.
Local engineers. 15-minute response. Onboarded in two to three weeks.
An accounting firm lives and dies by two things: uptime during busy season and the security of the financial data clients trust you with. A slow application in March is lost billable hours at the worst possible time, and a breach of tax or financial records is both a client-trust disaster and, now, a regulatory one under the FTC Safeguards Rule.
We build IT and security around the rhythm of your year: systems that hold up under busy-season load, secure ways to move client documents, and a written security program that satisfies the Safeguards Rule and your clients.
What your firm gets
Busy season that holds up
We size and monitor your systems for peak load and respond fast, so March and April are about clients and deadlines, not IT fires.
Client financial data protected
Encryption, access controls, and monitoring built around the tax and financial records you are entrusted with.
FTC Safeguards / WISP support
We help you build and maintain the written information security program the FTC Safeguards Rule now requires of tax and accounting firms.
Secure client file exchange
A safe, simple way for clients to send and receive sensitive documents, instead of risky email attachments.
Everything you need from IT, in one team
From the front office to the back office to the audit, covered.
- Help desk and on-site support with a 15-minute standard response
- Support for your accounting, tax, and practice software
- Secure client document exchange (no risky email attachments)
- FTC Safeguards Rule and written information security program support
- 24/7 security monitoring and ransomware protection
- Tested backups and a real disaster recovery plan
- Microsoft 365 administration and secure email
- Seasonal scaling for busy-season load
Related reading
Compliance
Microsoft Purview for Copilot: Set Up the Guardrails First
How Purview sensitivity labels, DLP, and audit control what Microsoft 365 Copilot can read, cite, and log, and the setup order that keeps the AI inside bounds.
Aug 28, 2026
Cybersecurity
Microsoft Copilot Data Security: The Oversharing Problem Nobody Budgets For
Copilot surfaces anything a user can already open, which turns loose SharePoint permissions into an incident. What to lock down before you switch it on.
Aug 25, 2026
Cybersecurity
Copilot Readiness Assessment: Score Your Tenant Before You Buy Seats
A Copilot readiness assessment checks permissions, data labels, licensing, and use cases before you pay for seats. Score your own tenant with this checklist.
Aug 24, 2026
Frequently asked questions
What leaders in your field ask before switching IT providers.
Do you support our accounting and tax software?
Yes. We support the accounting, tax, and practice management software firms run on and the systems underneath them. During onboarding we document your exact stack so support fits how your firm works, including the demands of busy season.
Can you help with the FTC Safeguards Rule?
Yes. We help tax and accounting firms build and maintain the written information security program (WISP) the Safeguards Rule requires, and put the underlying technical controls in place.
How do clients send us sensitive documents safely?
We set up secure client file exchange so financial documents move through a protected portal instead of email attachments, which is both safer and cleaner for your clients.
Can you handle the busy-season spike?
Yes. We size and monitor your systems for peak load and prioritize fast response during busy season, so your team stays productive when it matters most.
Let's get you ready for busy season.
Tell us your firm size and what is prompting this. We come back with a clear written quote and an onboarding plan timed so it does not collide with your deadlines.
Call (855) 737-9500 / (480) 573-3349
Email [email protected]
15-minute response on critical issues, 24/7. Onboarding in two to three weeks.