IT Support for Accounting Firms
Built around the two things that matter most during tax season: keeping client financial data secure, and keeping your systems up when the deadline is fixed and non-negotiable.
Why accounting firm IT needs to be different
A tax season workload compresses a year’s worth of sensitive data, Social Security numbers, bank details, W-2s, into a few frantic months, and the IRS holds paid preparers to specific data security expectations under IRS Publication 4557. On top of that, accounting firms are a known target for wire fraud scams where a fake “client” asks a preparer to redirect a refund. Backups and security can’t be something you get to eventually. They need to be tested and working before January, not fixed in April when it’s too late.
What we set up for accounting firms
- Encrypted client portals for exchanging tax documents and financial records
- Backups tested and verified well ahead of tax season, not during it
- Access controls tied to which clients each preparer actually handles
- Phishing-resistant email security, since accounting firms are a known target for refund redirect scams
- Support for the tax and bookkeeping software you already use, cloud or desktop
Where we work with accounting firms
Based in NYC, with the same approach extended to Boston, Philadelphia, Tampa, Orlando, Miami, and West Palm Beach. Day to day support runs remotely wherever you are. See how that works in more detail.
Built for Accounting Firms
Every industry carries different risk. Here’s what we prioritize for accounting firms specifically.
- Encrypted client portals for exchanging tax documents and financial records
- Backups tested and verified well ahead of tax season, not during it
- Access controls tied to which clients each preparer actually handles
- Phishing-resistant email security, since accounting firms are a known target for refund redirect scams
- Support for the tax and bookkeeping software you already use, cloud or desktop
Frequently asked questions
Will you sign a confidentiality agreement?
Yes. Given the financial data involved, a signed confidentiality agreement is standard practice before we start any work.
Do you help with IRS data security requirements for tax preparers?
We set up the technical safeguards, encryption, access controls, backup, and logging, that support your obligations under IRS Publication 4557. Your own written information security plan should be reviewed by whoever handles your compliance.
What’s your response time during tax season?
We prioritize accounting clients differently in the weeks around filing deadlines. Active outages during that window get treated as urgent, not queued normally.
Do you support cloud-based tax software?
Yes, along with the more common bookkeeping platforms most firms already run day to day.