01 / ACCOUNTING & TAX
IT support for accounting
and tax practices.
Reconciling a client’s books may involve both an accounting application and a folder of scanned receipts. The person doing the work needs access to both, and the client information in them needs protection.
We support your practice’s applications and computers, along with email and access to client files, while planning changes around the filing calendar.
Discuss your IT needs ↗When an accounting application errors
An application error doesn’t always tell you where the problem started. We troubleshoot workstation and application issues and bring in your software vendor when the problem needs their attention.
Your staff can tell us which accounting task stopped and what they saw on the screen without first having to decide which system caused it.
Sensitive client files and accounts
A seasonal employee needs access to assigned client records without needing every client’s folder. We manage file permissions around those responsibilities.
We provide email encryption for messages carrying financial information, and MFA adds a second check when someone signs in to open client records.
Continuity through busy periods
Filing deadlines shape when planned changes can happen, so we schedule them around the demands of your practice.
We also plan how critical systems would be restored after an outage, starting with the applications and records your staff would need first to get back to preparing returns.