Busy-season readiness
Updates, hardware checks and planning done before the rush, not during it.
Accounting & professional firms
IT support for accounting and professional firms.
Deadlines leave little room for slow computers, locked accounts or missing files. Plan support, security and backups around the times your team is busiest.
Busy-season supportSecure file sharingAccount protection
Busy seasons need dependable systems.Plan before the deadlines arrive.
Built around deadlinesClient data is sensitive.
Client data is sensitive.
Deadlines are fixed.
Accounting firms, tax preparers and other professional offices handle financial and personal information for every client. They also work to deadlines that do not move when a computer fails or an account gets locked.
Tax professionals are expected to protect client data, including keeping a written information security plan. We can help with the technology side: protected sign-ins, secure file sharing, updated devices, tested backups and documentation of the safeguards in place.
What firms usually needReady for busy season.
Ready for busy season.
Protected all year.
Secure file sharing
Safer ways to exchange documents with clients than email attachments.
Account protection
Multifactor sign-in and sensible permissions for staff and seasonal help.
Email security
Reduce phishing, fake tax notices and payment-change scams aimed at your staff.
Backups you can restore
Tested backups of client files and accounting data, with copies kept offsite.
Security documentation
A current record of the technical safeguards that supports your own security plan.
Can you help with our written information security plan?
The plan belongs to your firm, but many of its safeguards are technical. We can help put those safeguards in place and document them so the plan reflects what is actually running.
Can you add support for seasonal staff?
Yes. We can set up accounts, devices and access for seasonal help and remove it promptly when the season ends.
What should we do before tax season?
Check that devices are updated, backups are working, multifactor sign-in is on for every account and staff know how to spot scam emails. The IT risk self-check is a quick place to start.
Related services
IT for your firmGet ready before the next deadline.
Tell us how your firm works and when it gets busiest. We will help you find the right next step.
Request a free assessment