IT Services for Accounting Firms and CPAs
IT Services for Accounting Firms and CPAs
Accounting firms rely on secure, efficient, and reliable technology to manage sensitive client data, support time-sensitive workloads, and maintain regulatory compliance. As a Managed Services Provider (MSP), we offer tailored IT solutions designed specifically for the needs of accountants and CPAs. Our services support your firm’s productivity, protect your data, and ensure compliance with industry standards—all while helping you focus on serving your clients.
Below is an overview of the core IT Services for Accounting Firms and CPAs of all sizes across the south Atlanta metro area
Benefits of IT Services for Accounting Firms and CPAs
1. Managed IT Support
Our team provides proactive, round-the-clock support for your IT systems. This includes help desk services, troubleshooting, patch management, and remote monitoring of your workstations, servers, and networks. By identifying and resolving issues early, we help minimize downtime and disruptions, especially during critical tax seasons and client deadlines.
2. Accounting Software Support
We support the installation, configuration, and optimization of accounting and tax software such as QuickBooks, Sage, Xero, Drake Tax, Lacerte, and Thomson Reuters CS Suite. Whether hosted locally or in the cloud, we ensure your software runs smoothly and integrates properly with your systems and workflows.
3. Cybersecurity Solutions
Accountants handle sensitive financial data that makes them a prime target for cyber threats. We implement layered cybersecurity measures including firewalls, endpoint protection, intrusion detection, and multi-factor authentication (MFA). Our team monitors for suspicious activity and ensures your systems comply with IRS and industry data protection standards.
4. Data Backup and Disaster Recovery
We provide automated, encrypted backups of all critical data, both onsite and in the cloud. In the event of a hardware failure, data breach, or natural disaster, our disaster recovery solutions ensure your firm can restore operations quickly and securely, minimizing data loss and client service interruptions.
5. Cloud Hosting and Migration
Cloud computing gives your firm flexibility and access to your applications and data from anywhere. We offer cloud hosting for your accounting software, client databases, and email systems. Whether you’re migrating from local infrastructure to Microsoft 365, Google Workspace, or a private cloud, we handle the transition with minimal disruption.
6. Email Security and Archiving
Secure email communication is critical in accounting. We offer email hosting with advanced spam filtering, phishing protection, encryption, and secure file-sharing solutions. Email archiving ensures that communications are preserved and searchable for audits, discovery, or internal review, meeting both operational and compliance requirements.
7. Regulatory Compliance and Risk Management
Accounting firms must adhere to data privacy laws and industry regulations such as GLBA (Gramm-Leach-Bliley Act), IRS Pub. 4557, and state-specific data breach notification laws. We help your firm assess risks, implement necessary controls, and document compliance efforts. Our services also include support for SOC audits and cybersecurity insurance readiness.
8. Remote Access and Virtual Workspaces
We enable your staff to securely access systems and work remotely, whether from home or on the road. This includes setting up secure VPN connections, virtual desktops (VDI), and cloud-based document management tools. These solutions ensure productivity without compromising security or data integrity.
9. Workstation and Hardware Management
We manage the lifecycle of all your devices—from procurement and setup to maintenance and retirement. This includes configuring laptops and desktops with the tools your accountants need, managing updates, and monitoring performance to ensure reliable operation during busy tax seasons.
10. Network Design and Support
A secure, high-performance network is essential for handling large financial files and ensuring consistent access to cloud-based tools. We design and maintain wired and wireless networks, optimize connectivity, and implement secure access controls to protect sensitive client and firm data.
11. Mobile Device Management (MDM)
With more work happening on smartphones and tablets, it’s important to protect mobile endpoints. We provide Mobile Device Management solutions to secure mobile access to emails, financial documents, and firm apps. In case of loss or theft, we can remotely lock or wipe devices to prevent unauthorized access.
12. Vendor Management
We act as your single point of contact for technology-related vendors, including software providers, internet services, and hardware suppliers. We manage vendor relationships, coordinate support, and troubleshoot third-party issues so your team can focus on their core responsibilities without getting bogged down by tech-related distractions.
13. IT Strategy and Consulting
Beyond support, we work as your strategic IT advisor. Whether you’re expanding to a new office, scaling your operations, or evaluating new technology, we help align your IT strategy with your business goals. We provide budgeting advice, system recommendations, and future-proofing guidance tailored to accounting practices.
14. Employee Onboarding and Offboarding
We provide structured onboarding services for new employees—setting up devices, email accounts, and software access. For departing staff, we ensure data is secured, access is revoked, and company information is retained according to policy. These processes help maintain both productivity and security during staffing changes.
15. 24/5 Help Desk Access
We offer responsive, around-the-clock technical support. Whether it’s an issue with software access, printer problems, or network outages, your team has access to live support when they need it most. Our goal is to resolve issues quickly and get your staff back to work with minimal disruption.
A Partner That Understands Accounting IT
Technology plays a central role in today’s accounting firms, from client communication and data analysis to regulatory compliance and remote work. As your MSP partner, we understand the specific needs of accounting professionals and deliver secure, reliable, and tailored IT services that enable your firm to operate confidently and efficiently.
Whether you’re a solo practitioner or a multi-location firm, our services are scalable to your needs and aligned with the demands of the accounting industry.