IT Support for Accounting Firms and CPAs in Central PA
IT Support for Accounting Firms and CPAs in Central PA
IT SUPPORT FOR ACCOUNTING FIRMS AND CPAS IN CENTRAL PA
April 14 is a bad day for a server to die.
We support tax and bookkeeping practices where every workstation counts from January to the extension deadlines, and where client data rules come with your license.
WHAT TAX AND ACCOUNTING FIRMS NEED FROM IT
A WISP THAT MATCHES REALITY
The FTC Safeguards Rule requires a written information security plan. We supply the technical controls and evidence, using IRS Pub 4557 and the Pub 5708 sample as the guide.
SEASON UPTIME
January through April 15 and the fall extension deadlines. Changes wait. We stock spare machines for urgent needs.
E-SERVICES CREDENTIAL PHISHING
MFA everywhere and filtering for fake new-client emails.
DESKTOP TAX ENGINES
UltraTax, Lacerte and ProSeries installed, updated each year and reachable from home.
FILES OUT OF EMAIL
Client portals and secure file exchange instead of attachments.
TAX SEASON WITHOUT SURPRISES
From January to April your team can’t lose a morning to a locked-out login or a slow file server. We test backups of your client files before the season starts, keep QuickBooks, Drake, Lacerte or UltraTax updated on schedule, and make sure client portals and MFA work for staff who work from home.
- Written security plan for the FTC Safeguards Rule
- Pre-season checks on tax software and printers
- Secure file exchange in place of email attachments
- Seasonal staff set up and removed quickly
SOFTWARE WE SUPPORT FOR FIRMS
TAX PREP
UltraTax CS, Lacerte, Drake, CCH Axcess Tax, ProSeries, CCH ProSystem fx, ATX, ProConnect, TaxAct Pro, TaxSlayer Pro
PRACTICE AND PORTALS
TaxDome, Canopy, Drake Portals
CLIENT ACCOUNTING
QuickBooks and QBO, Right Networks hosting, Bill.com
ADVISORS AND PHONES
LPL and broker-dealer platforms, 8×8, RingCentral, Vonage
We support the computers, network, logins and backups these programs run on, and we work tickets with the software vendor when the problem is on their side.
HOW WE WORK THROUGH YOUR YEAR
Patch and test every workstation, restore a real client folder from backup and install the new tax software.
Fast answers when a preparer is stuck, and no risky changes before the deadline.
Hardware refresh, permission cleanup and anything that would have been risky in March.
WHERE WE SPEND TIME IN A CPA FIRM
TAX SOFTWARE
Updates, licensing and workstation setup for your tax and accounting programs.
CLIENT DATA
MFA, encryption and access reviews on every system that holds SSNs.
PORTALS
SmartVault, ShareFile or Microsoft 365 set up so clients stop emailing W-2s.
BACKUPS
Daily backups with restore tests you can show an auditor or insurer.
QUICK ANSWERS
We provide the technical controls and documentation. Your firm owns the plan.
Yes. Managed laptops, MFA and secure remote access to the tax engine.
We pull logs and document what happened so you can respond accurately.
Security first
Every managed client gets our layered security stack.
GET READY BEFORE NEXT SEASON
Book a call in the off-season and we will walk through your setup.
Or call 717-516-0600
