Accounting firms
Managed IT and AI tools for accounting and tax firms, ready for tax season.
The FTC Safeguards Rule covers tax preparation firms and requires a written security program.
Get a free IT checkWhat gets in the way
Where IT costs accounting firms time.
- The FTC Safeguards Rule covers tax preparation firms and requires a written security program.
- Client documents arrive by email, portal and paper, all in the same week.
- A system failure in March or April costs more than at any other time.
- Shared logins make it hard to know who opened which return.
How we can help
Where each service fits.
Managed IT
Monthly care covers the access controls, backups and updates a written security program depends on.
More on managed itIT projects
Portal setups, new offices and software changes are best done before the season starts.
More on it projectsAI tools
Sorting client uploads and chasing missing documents follow patterns a tool can handle.
More on ai toolsCommon questions
Accounting firms, answered.
What happens to our systems during tax season?
We plan changes outside your busiest weeks and keep a closer watch on backups and access while the season runs.
Can AI sort the documents clients send us?
Yes, for documents that follow a pattern, like W-2s and 1099s. Anything unusual goes to a person on your team.
Free IT check
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