Accounting Firm IT Services
Managed IT, cybersecurity, and compliance support built for CPA, tax, and advisory firms. IRS Pub 4557 and GLBA-aware. Client portals that hold up under pressure. Predictable cost. Strategic counsel built for firms that don't have IT staff to spare.
Complete IT Solutions
Proactive monitoring, helpdesk, and infrastructure management on a predictable monthly cost — sized to small and mid-size firms.
24/7 SOC, MDR, firewall management, phishing-resistant MFA, and email security tuned to the threats targeting tax preparers.
IRS Pub 4557 written information security plans, GLBA Safeguards Rule alignment, and SOC 2 readiness — maintained continuously.
Tested recovery for tax software, document management systems, and client files — designed for the worst week of the year.
Managed cloud, M365, and secure remote work — letting partners and staff work anywhere without softening client-data protections.
24/7 detection, investigation, and response — staffed by analysts who know how to spot tax-season social-engineering campaigns.
Helpdesk support that scales the way your firm's hours scale — extended coverage built in, not billed as an emergency.
Strategic IT and security leadership for firms that need executive guidance without a full-time hire.
Take IT off your office manager — fully outsourced or co-managed alongside your existing internal admin.
Tax-Season Uptime
From January through April — and again in September and October — your firm's revenue depends on systems being available, every hour of every day. Lacerte, UltraTax CS, CCH Axcess, Drake, ProSystem fx, QuickBooks, your document management system, your client portal, e-file connectivity — all need to be up, fast, and reachable from wherever your team is working.
ITSco engineers your infrastructure for the peaks. Proactive monitoring catches failures before they cascade. Capacity is planned ahead of the busy season, not patched together during it. After-hours support windows mean a problem at 11 PM on April 14th isn't a disaster — it's an open ticket with someone already on it.
The result: tax season runs the way it should, your team focuses on returns instead of IT, and the deadline never gets blamed on a frozen workstation.
Client Data Confidentiality, Built In
The IRS, FBI, and FTC have all flagged tax preparers as priority targets for credential theft, business email compromise, and ransomware. Stolen returns enable identity fraud at scale. The financial and reputational damage of one breach can outlast a firm.
ITSco builds the controls IRS Publication 4557 expects — written information security plan, access controls, encryption at rest and in transit, security awareness training, monitored logging, and incident response procedures. We align them with the GLBA Safeguards Rule that applies to tax preparers under FTC oversight, and we keep them current as the rules evolve.
Twenty-four-seven SOC monitoring watches for the specific behaviors that precede an incident: unusual logins, mailbox-rule changes, mass file access. The goal isn't compliance theater — it's a firm that can credibly tell clients their financial information is safe.
A Modern Client Experience
Clients expect to upload documents, e-sign engagement letters, and reach you without a printer or a courier. Staff expect to work from home, the office, or a client site without losing access to firm systems.
ITSco modernizes the client and staff experience without softening security: secure client portals, e-signature workflows, mobile-friendly access, and Microsoft 365 collaboration — all wrapped in identity, conditional access, and endpoint protections that meet your professional obligations.
The firms that get this right win new clients and retain the ones they have. The firms that don't quietly bleed both.
Year-Round Modernization
Most firms know their technology is overdue for attention but can't afford to touch it during busy season. So nothing changes. The on-premises server keeps aging, the document management system keeps frustrating staff, and security gaps quietly widen.
ITSco sequences modernization for accounting-firm rhythms: cloud migrations done in May and June, identity and security work in summer, infrastructure refreshes between October and December — so everything is steady and tested by January.
Every step gets tied to a business outcome: predictable cost, lower risk, faster service to clients, or a stronger competitive position. Technology that helps the firm earn — not technology for technology's sake.
Get Ready Before the Next Deadline
Proof, Not Promises
FAQ
Yes. We support environments built around Lacerte, UltraTax CS, CCH Axcess, ProSystem fx, Drake, GoSystem Tax RS, ATX, TaxAct Professional, QuickBooks Online and Desktop, Sage, and the document management systems they integrate with — including SmartVault, ShareFile, FileCabinet, and SharePoint-based document libraries. We do not replace your software vendor; we make sure the environment around it is reliable, secure, and ready when you need it.
Cost scales with the size and complexity of your environment — user count, sites, tax-season concurrency, and the depth of co-managed support you need. For most small and mid-size firms, managed IT plus 24/7 SOC plus continuous compliance support runs as a predictable monthly fee that replaces ad-hoc vendor spend, emergency project invoices, and the hidden cost of tax-season scrambles. Most engagements start with a free scoping consultation so the proposal reflects your actual environment. Book a free consultation for a scoped, transparent estimate.
Yes. Our Compliance as a Service practice builds and maintains the written information security plan, access controls, monitoring, training, and incident response procedures Pub 4557 expects, mapped against the GLBA Safeguards Rule the FTC enforces against tax preparers. We can author your plan, operate the underlying controls, document evidence, and support you through any client or insurer due diligence review that asks about your security posture.
We build capacity, change-control freezes, and on-call coverage into the rhythm of the firm. Major infrastructure changes happen between busy seasons. Pre-season readiness checks verify systems are healthy before peak load arrives. Extended after-hours support is staffed for the deadlines you actually work — April 15, June 15, September 15, October 15. And our SOC watches for the social-engineering campaigns that spike during tax season, so a partner clicking the wrong link doesn't become a breach.
Yes — and that combination is exactly what modern firm IT has to deliver. Conditional access policies, phishing-resistant MFA, managed endpoints, and secure remote access let preparers and reviewers work from home, the office, or a client site while client data stays protected. We help firms move past VPN-everywhere thinking toward identity-led access models that are both safer and easier on staff.
Related Services
24/7 SOC, MDR, firewall management, and compliance programs scaled to the threats accounting firms face every tax season.
Continuous IRS Pub 4557, GLBA, and SOC 2 posture management — between client engagements, not just before them.
Strategic IT, security, and AI leadership for firms that need executive-level guidance without a full-time hire.
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