Industries / Accounting & Finance
IT that holds up in tax season.
January through April is not the time for a server to die or an update to break your accounting software. We plan around your calendar.
What we see
What accounting & finance IT actually needs.
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Accounting software updates
Sage 50 and QuickBooks Desktop updates, payroll tax tables and multi-user setups all have their quirks. Some updates have to go in a specific order or they fail. We track that so payroll runs.
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Client data everywhere
Tax returns, bank statements and SSNs come in by email, portal, USB and paper. Secure file exchange and clean folder permissions protect you and your clients.
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The IRS WISP requirement
Tax preparers are required to have a written information security plan. We help with the technical parts: MFA, encryption, backups and access control.
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Crunch-time reliability
Hardware replacements, big updates and migrations get scheduled for the off-season, not the week before a deadline.
Where we usually start
Managed IT Services
Monthly maintenance plans: monitoring, updates and help desk for every computer and server.
Learn more/02Cybersecurity
Endpoint protection, email security, MFA and staff training sized for a small business.
Learn more/03Backup & Disaster Recovery
Image-level backups for servers and PCs, off-site copies and restores that are actually tested.
Learn more/04IT Compliance & Audits
Access reviews, documentation and the technical side of HIPAA and insurance requirements.
Learn moreFAQ
Questions we hear from accounting & finance
Other industries: Medical & Eye Care, Law Firms, Marinas & Marine, RV Parks & Communities, Construction & Trades, Manufacturing & Distribution, Nonprofits, Real Estate & Property Management, Retail & Restaurants
Do you support Sage 50 and QuickBooks Desktop?
Yes, including multi-user setups on a server, annual updates and payroll tax updates, and working with the vendor when something's off.
Can you help with our WISP?
We handle the technical safeguards and documentation that go into a written information security plan and work alongside whoever maintains the overall plan.
Find out where your IT stands.
A free assessment is a walk-through of your computers, network, email and backups, followed by a plain-English list of what's fine, what's risky and what we'd fix first. No obligation, no scare tactics.