Industries We Serve
Finance & Accounting
IT built around the IRS Safeguards Rule, tax-season deadlines, and the software your firm runs on.
From WISP compliance to Drake, Lacerte, and QuickBooks support, we build IT around the deadlines that actually matter to an accounting firm.
What's included
Built for tax-season pressure
Support built around the software and deadlines your firm already runs on.
IRS Safeguards Rule (WISP) Compliance
A written information security plan and safeguards aligned with the IRS's requirements for tax professionals.
Tax & Accounting Software Support
Support for Drake, Lacerte, UltraTax, and QuickBooks — the software your firm actually depends on.
Dark Web Monitoring for Client Financial Data
Ongoing monitoring for exposed client data tied to your firm's domain and accounts.
Scalable Support Through Tax-Season Peaks
Support capacity that flexes with your busiest months, instead of staying flat year-round.
Why it matters
The problems Finance & Accounting actually solves
Tax season is when your systems can least afford to go down
A software outage in March costs more than one in July. We scale monitoring and support around your actual busy season.
Client financial data is a constant target
Accounting firms hold exactly the kind of data attackers want. Dark web monitoring and access controls are built in, not optional.
WISP compliance treated as a document, not a practice
A written security plan that sits in a drawer isn't compliance. We build the safeguards it describes into how your systems are actually managed.
Getting started
Thinking about switching? We
take it from here.
A clear path from first conversation to go-live — most of the work happens behind the scenes, not on your desk.
Step 1 of 7
A smooth switch, with zero added downtime.
- We manage the full handover
- A dedicated contact throughout
- Your data & accounts stay yours
FAQ
Common questions about Finance & Accounting
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Ready to talk about Finance & Accounting?
Talk to an IT advisor about what this looks like for your business. No pressure, no obligation.