IT that keeps your firm
billable all year

We treat January through April 15 (and the September/October extension window) as protected windows. No discretionary patching, no infrastructure changes, no provider switchovers — and a documented escalation path so that if something does break, the on-call engineer who picks up already knows the firm's setup and which apps are tax-critical. Backup tests are run before the window opens, not during it.

Yes — Lacerte, UltraTax, Drake, ProSeries, ATX, QuickBooks Desktop and Online, Sage 50/100, Xero, and the common practice-management add-ons (SafeSend, Suralink, TaxDome, Karbon). We handle the IT layer those apps depend on — hosting, identity, MFA, secure access, backup, and integration with the rest of your stack.

IRS Publication 4557 and FTC rules require any paid tax preparer to maintain a written Information Security Program (WISP) covering data protection, access controls, employee training, vendor oversight, and incident response. We operate the controls and produce a WISP that matches what the firm actually does — not a template that wouldn't survive an audit.

Email-as-portal is a liability — once it's in the inbox, it lives there. We help clients standardize on a real secure file-exchange platform (SmartVault, SafeSend, Citrix ShareFile, OneDrive with conditional access) so client data has a defined retention path, audit logging, and MFA-protected access. We also enforce encryption on the email that does flow.

MFA on every account that touches client data (email, accounting software, file storage), managed EDR on every endpoint, a tested backup with offsite/immutable copies, security awareness training with phishing simulations, and a written incident response plan. Most firms don't need a SIEM and a SOC on day one — they need the basics operated to a standard rather than half-implemented. We start there and add layers as the practice grows.