IT Support Built Around Tax Deadlines
It’s the last day for tax filing.. Partner's finalizing returns and the system locks up. Client data won't load. The e-file portal is timing out.
Been there? So have we. Dozens of times. That's why accounting firms call us.
Here's the thing about accounting IT: it's different from regular business support. Your busy season hits and suddenly everyone's working 70-hour weeks, accessing systems remotely, uploading gigabytes of scanned documents. Tax software that has to integrate with about fifteen other programs. Client portals that absolutely cannot go down when people are scrambling to upload W-2s at 11:45 PM on April 15th.
Most IT companies don't get it. They've never handled Drake or Lacerte. They don't understand why they are losing access to QuickBooks Online for two hours during the month-end close. It is a crisis. Can't explain how to securely share a client's financial statements without just saying "email it."
We have spent years working exclusively with CPAs, bookkeepers and tax preparers. We know tax software throws weird errors. We have dealt with every major accounting platform. We've recovered corrupted client files that firms thought were never recoverable.
Before starting anything, we ask about your workflow. How many returns do you process? What software does everyone use? Where do bottlenecks happen? What problems arise frequently? We build the IT around how your firm actually operates.
We have a flat monthly rate. No full-time IT hire. No emergency bills when something crashes during tax season.
Contact UsWhat We Handle for Accounting Firms
Technology supporting the specific work of CPAs and what bookkeepers do every day.
Tax & Accounting Software
Programs that can't fail during crunch time
- Drake, Lacerte, ProSeries, UltraTax, we support them all
- QuickBooks Online and Desktop issues fixed fast
- Integration problems between platforms are sorted out
- Updates are installed when they won't disrupt workflows
Secure Client Portals
Document sharing that doesn't rely on email attachments
- Encrypted portals for tax document uploads
- Clients download returns safely
- E-signature collection built in
- Organized by client, by year, by document type
Document Management
Finding client files without the search party
- Systems designed for tax returns and source documents
- OCR so scanned docs are searchable
- Version control when returns get amended
- Archive access for prior years
Remote Work Setup
Staff working from anywhere without security compromises
- Secure VPN access to office systems
- Remote desktop connections that actually work
- Multi-factor authentication that isn't annoying
- Access from home during the busy season without hassles
Data Protection
Client financials and tax returns locked down tight
- Backups are tested regularly, not just running
- Encryption for data sitting on servers and moving between systems
- Ransomware protection specifically for accounting firms
- Recovery plans are measured in hours
Compliance & Security Audits
Meeting requirements larger clients demand
- Security questionnaires filled out correctly
- SOC 2 readiness assessments
- Documentation organized for auditors
- Client confidentiality protections in place
Let's Talk About Your Firm
What problems arise during the busy season? What slows your team down? What security questions are you struggling to answer?
Book a call. We will find the best solutions.
Drop Your QueriesProblems Accounting Firms Deal With
Real issues, not hypothetical scenarios. We fix problems expertly.
The Problems
Data breaches targeting financials
Tax returns, bank statements and SSNs are kept unprotected, exactly how criminals want. You're a target whether you realize it or not.
Busy season system failures
Software crashes in February. The network goes down in March. Server melts in April. Bad timing, every time.
Clients are demanding better security
Bigger clients are sending questionnaires about your data protection. They need answers that satisfy their legal teams.
Remote access that barely works
Your team is trying to work from home. Connections keep dropping. VPN is crawling and files are timing out mid-download.
Software that won't play nice
The tax program doesn't talk to the scanner. Portal won't sync with document management. QuickBooks export breaks the workflow.
Our Solutions
Security designed for accounting
Encryption, access controls and monitoring are built around how accounting firms actually share client data. Not generic business IT security.
Busy season support that responds
System down during tax season? We jump on it immediately. Not next business day. Not when we get to your ticket Now.
Security documentation handled
We help answer client questionnaires, prepare for audits and document your protections. You keep the clients, we handle the paperwork.
Remote access done right
Secure connections that don't bog down. Staff have access to everything they need from home without constant IT calls.
Integration work
Connect your accounting platforms so data flows automatically. Enter once and it appears everywhere it's needed.
Why Firms Prefer Our Services
We Know Accounting IT Better
We don’t offer generic small business support. We handle accounting firms, tax software and client portals efficiently, even during busy season emergencies.
Client Data Stays Protected
Financial records, tax returns and bank data are protected with proven security that gives you peace of mind.
Fast Response During Crunch Time
Tax deadline approaching and systems failing? That's priority one. We treat it like the emergency it is.
Long-Term Partnership
We are not reactive. We learn your firm, plan for growth and help you make smart technology decisions as you add clients and staff.
Questions About Your Setup?
Let's walk through what's causing problems or slowing your team down.
Supporting Accounting Firms Nationwide
Solo CPAs to 50+ person firms. Same focus on security, same understanding of tax deadlines, same commitment to keeping you operational.
Carlsbad, California
2173 Salk Avenue Suite 250 , Carlsbad, CA 92008
San Marcos, California
310 Via Vera Cruz #101 ,San Marcos, CA 92078
San Diego, California
600 West Broadway, Suite 700 , San Diego, CA 92101
One Pacific Heights
9920 Pacific Heights, Suite 150 , San Diego, CA 92121