IT support for accounting firms
From January to April your tolerance for downtime is zero, and your systems know it. We build for the busy season all year — and keep client data locked down in between.
Built around the filing calendar
Tax-season readiness
- Change freeze during filing season
- Capacity checked before January, not during
- Priority response when deadlines loom
Application support
- Your practice and tax suite supported directly
- We manage the vendor when it breaks
- Updates applied on the vendor's schedule, tested first
WISP & security
- Written information security plan, IRS Pub 4557-aligned
- MFA, encryption and managed security baseline
- Controls documented so you can show them
Backups tested before deadlines
- Backup & recovery with restore tests
- Verification runs scheduled before deadline weeks
- Recovery-time targets in writing
Secure client exchange
- Client portals instead of email attachments
- Encrypted email when a portal won't fit
- Staff trained to spot spoofed client requests
Hosting decisions
- On-premises, hosted or cloud — costed honestly
- Remote seasonal staff connected securely
- No forklift migrations during season
The WISP is not optional anymore
If your firm prepares returns, the FTC Safeguards Rule and IRS guidance expect you to maintain a written information security plan. Renewing your PTIN means attesting to it. Most small firms either don't have one or have a template nobody has read. We handle the substance: the actual controls — MFA on every account, encrypted devices, monitored endpoints, tested backups — plus the written plan that describes them and the evidence that they're running.
Email attachments are how client data leaks
A tax return in a plain email attachment sits unencrypted in two mailboxes forever. We set up a client portal for document exchange, configure encrypted email for the cases a portal can't cover, and train your staff on the request-for-W-2 phishing patterns that specifically target firms like yours during filing season.
When to switch providers if you're a firm
Not in February. The sensible window is May through November: our standard 30-day onboarding runs in the background, changes are tested over the summer, and by the time organizers go out your systems are already boring. If your current provider limps through one more season, that's still cheaper than a January migration.
Tell us about your firm
What the assessment covers for firms
- WISP status against IRS Publication 4557
- Backup and restore-test evidence
- Tax application performance and hosting fit
- How client documents actually move today
Prefer email?
[email protected] reaches all four consultants directly.
Frequently asked
Can you write our WISP for us?
We prepare the technical content — the controls, the inventory, the incident response steps — and put it in a written information security plan template aligned with IRS Publication 4557. You review and adopt it; we keep the controls it describes actually running.
Should our tax software be hosted, cloud or on-premises?
It depends on your suite, your remote-work needs and your appetite for server ownership. We've run all three models and will show you the real costs of each before you commit — we don't earn more either way.
Can you onboard us without disrupting tax season?
We don't onboard firms into a live filing season. The right window is May through November: onboarding takes 30 days and every change is tested long before January.
What does this cost?
The same transparent pricing as every client: $95 or $145 per user per month depending on tier, 12-month agreement then month to month. See the pricing page for what each tier includes.
Get season-ready while it's quiet
A 45-minute assessment and a written report of risks, costs and quick wins — including your WISP gaps. Free, and useful even if you never hire us.