Accounting and professional services
We protect client data for accounting and professional firms.
Accountants, appraisers and advisors hold client financial records. We automate the repetitive work, secure and back up that data, and set up remote access for staff who work outside the office.
- Automation for the repetitive work
- Secure client portals
- Microsoft 365 set up properly
Or call 850-400-2828
Tell us about your firm
What we see in accounting and professional firms.
Firms like these run on deadlines and a lot of email full of client data.
Common problems
Client documents arrive by plain email, everyone shares one password on the tax software, the backup has never been restored, and staff copy numbers between systems by hand.
What we do about it
We set up a secure portal for client files, multi-factor sign-in everywhere, encrypted email, daily tested backups, and managed laptops for remote work, then automate the reports and invoices that take up administrative time.
The cost of unmanaged IT
A breach in March means telling every client during filing season. The IRS expects paid tax preparers to keep a written information security plan, and an insurer will ask for it after a claim.
What we handle for a firm.
Custom AI integrations and automation
AI connected to the tools your office already uses, with invoices, reminders, reports, and data moving between systems on their own.
Read the detailsMicrosoft 365 and cloud servers
Email, shared files, client portals, and remote access set up properly, with retention rules that match your policy.
Read the detailsCybersecurity and compliance
Phishing protection, encryption, multi-factor sign-in, and the written security plan tax preparers are expected to keep.
Read the detailsBackups and disaster recovery
Every client file and mailbox backed up daily and restore-tested, kept for as long as your retention policy says.
Read the details
How it works
How we start with an accounting firm.
- 01
Assessment
We review how client files arrive and where they are stored, how email and sign-ins are protected, whether the backups restore, and where administrative time goes, and document the findings.
- 02
Lock it down, then automate
Portal, encryption, multi-factor sign-in, and tested backups come first. Then we build the automation.
- 03
Managed, month after month
Monitoring, patching, and backups run quietly. Your staff has one number to call. Before each filing season we review the security plan with you.
Technical details.
What is the written information security plan?
A document that lists the client data you hold, the systems it lives on, the safeguards in place, and who is responsible. The IRS asks paid tax preparers to keep one, and it follows the FTC Safeguards Rule. We write it with you and update it every year.
How do clients send us documents securely?
A secure client portal tied to your email and file system, so sensitive files stop traveling as attachments.
Can staff work from home during the season?
Yes. Managed laptops with encryption and multi-factor sign-in, a secure connection to the office systems, and a phone system that rings wherever they are.
What can you automate?
Recurring invoices, payment reminders, monthly reports, data moving between your practice software and accounting, client onboarding paperwork, and the email marketing for professional services firms some firms use to stay in touch with clients. We watch how the office works first and build around it.
Can something answer the phone after hours?
An AI receptionist for professional services firms covers the line around the clock or only outside office hours, and captures the caller, the number to ring back and what the call is about. Calls are sorted by type, the recording and transcript stay with the contact, someone is alerted when a call needs it, and a summary of the night's calls arrives on weekday mornings. It answers in English and does not connect a caller to someone at their desk; for an existing client's matter, it takes the details and the office calls back.
Can you track inquiries and clients in one place?
Inquiries, proposals and existing clients each need a different next step, and a CRM for professional services firms keeps all three in one view, sorted by matter type and referral source. A call or a form starts the record, and the setup, the administration and the staff training come with it.
How are backups and retention handled?
Daily backups of files and Microsoft 365 kept in more than one place, tested by restoring them, with retention set to your policy and any regulatory period you are under.
Honestly I expected a sales pitch and a big invoice. What we got instead was someone who sat down, watched how we actually work, and built automation around it. Invoices that used to take my office manager two hours every Friday now finish themselves before she gets her coffee.
Questions
Questions about IT for accounting and professional firms.
Do you know our tax or accounting software?
We handle the computers, network, backups, and security around it and coordinate with the vendor when the application itself misbehaves.
Can you help with the security questionnaire our insurer sent?
Yes. Most questions are about controls we put in place, and we fill in the technical answers with you.
How fast do you respond?
If the whole office is down, we respond within 30 minutes during business hours. If one team or a key system is down, within 2 hours. If one person cannot work, or you have a request, we respond the same business day. Questions and projects receive a response the next business day.
What size of firm do you work with?
Accounting and professional firms with staff who share client files, email, and tax or accounting software, in one office or across several.
Other industries we serve
Managed IT
Contact us about IT for your firm.
Include the number of employees, the systems you use, and who manages IT today.
Or call 850-400-2828Last updated September 2026.
Plan your firm's security and IT.
Book a consultation, online or by phone.