IT That Understands Tax Season
IT Services for Accountants
We understand that April 15th isn't just a date—it's THE deadline. From tax season crunch time to year-round client data security, we keep your practice running smoothly.
Tax Season Ready
Priority support when deadlines can't wait
IRS Compliant
Meet WISP and security requirements
Client Data Protection
Encrypted storage and secure portals
Tax Software Support
Drake, UltraTax, Lacerte, and more
Sound Familiar?
Accounting Firm IT Challenges
Most IT providers don't understand the accounting business. Here's what we hear from CPAs and firm owners.
Tax season is too critical for IT problems
When you're working 60+ hour weeks to meet deadlines, the last thing you need is a crashed tax software or slow system. IT issues during busy season cost you time and money.
IRS security requirements keep changing
The IRS Written Information Security Plan (WISP) requirements are getting stricter. You need an IT partner who understands these requirements and can help you stay compliant.
Client data is a constant liability
You hold Social Security numbers, bank accounts, and financial records for hundreds of clients. A breach doesn't just mean fines—it means destroyed reputation and lost trust.
Multiple software platforms don't play nice
Drake doesn't talk to QuickBooks which doesn't talk to your practice management system. You need IT that understands accounting workflows and can make your systems work together.
We specialize in accounting firm IT. We speak your language.
How We Help
Services for Accounting Firms
Tax Software Support
Support for tax preparation software including installation, updates, and troubleshooting during busy season.
- Software installation & updates
- Performance optimization
- Integration support
Secure Document Management
Encrypted file sharing and secure client portals for sensitive financial documents.
- Client portal setup
- Encrypted file sharing
- Document retention
IRS Compliance
Help meeting IRS data security requirements and protecting taxpayer information.
- Security assessments
- Policy development
- Compliance documentation
Backup & Disaster Recovery
Protect your client data with reliable backups and quick recovery options.
- Automated backups
- Offsite replication
- Fast recovery
When It Matters Most
Tax Season Support
We know tax season is different. That's why we offer expanded support during your busiest time of year. When you're working nights and weekends, so are we.
- Extended support hours during tax season
- Faster response times for urgent issues
- Proactive system checks before busy season
- Priority support for production issues
- Direct access to senior technicians
IRS Security Requirements
The IRS requires tax preparers to implement a Written Information Security Plan (WISP). We can help you meet these requirements.
- Written Information Security Plan (WISP)
- Risk Assessment & Management
- Access Controls & Authentication
- Data Encryption at Rest & Transit
- Employee Security Training
- Incident Response Procedures
- Regular Security Reviews
Software We Support
Click on any software to learn more about our support services.
Accounting IT FAQ
Ready for Tax Season?
Let's make sure your IT is ready for your busiest time of year. Schedule a consultation to discuss your firm's needs.