Tax practices, audit firms, full-service accounting. IT engineered around April 15 (and October 15), FTC Safeguards, and a client portal that actually gets used.
Accounting firms have one immovable deadline per quarter and a regulatory regime designed for data privacy. We build around both.
CCH, Lacerte, UltraTax, Drake — the tax engine has to be up from January through April. Failover circuits, tested backups, redundant access paths.
Written Information Security Program (WISP), risk assessments, multi-factor, encryption — the FTC's Safeguards Rule has teeth now. We help you defend an exam.
SafeSend, Liscio, Karbon-integrated portals. Tax docs in, returns out. Mobile-friendly. Encrypted. Clients stop emailing their PII back.
EDR, email security, MFA, data loss prevention — configured assuming every endpoint touches PII. Because in your firm, it does.
Tax season brings 20% more headcount overnight. Provisioning, deprovisioning, license management — handled fast and clean.
A senior engineer on call during compressed deadlines. Issues clear in minutes — not in the time it takes for an overnight callback.
Configured and supported across tax practices, audit firms, and full-service accounting clients.
For tax-focused firms, IT is a January-to-April game. Tax engine uptime, client portal velocity, helpdesk responsiveness when partners are billing 80-hour weeks. Managed IT and Managed Security are configured around that compression.
For audit and advisory practices, the priority sits more around secure file movement, working papers in the cloud, and FTC Safeguards-grade documentation that survives a regulator review.
Book a free 30-minute review. We'll talk through your firm's IT and tell you what we'd actually do — before next busy season. No pitch deck. No obligation.