IT Services for Accounting Firms

Designed especially for accounting firms, our services & products provide firms with the ideal technology experience.

Built For You

We custom build your set of apps & services based on your firm’s unique profile & goals. Services are designed to scale & grow with your firm, supporting you on your journey, wherever that may take you.

Managed Technology Services for Accounting Firms

At the core of our offerings is our comprehensive technology managed services suite for accounting firms delivered by expert Accounting Technologists. Priced per user per month with unlimited service, a one-time setup fee applies to get started and includes on-boarding your team & technology, a full system audit & standardization, documentation, and deployment of recommended tools & technologies.

Systems Administration

Proactive management of all computing systems & infrastructure including:

  • antivirus

  • system health monitoring

  • inventory & warranty reporting

  • lifecycle management

  • network management & support

  • server management

  • backups & test restores

  • operating system & other system & security updates

Strategic Planning

You’ll meet with your Client Success Team every 90 days to align your technology plan with your firm’s vision. We work together to continuously evolve your tech stack, help you implement AI, improve your security & level-up your firm. We build a continuously evolving Strategic Technology Plan which includes:

  • 3-year technology vision

  • 1-year technology goals

  • 90-day technology objectives

Technology Support

24/7/365 technical support for you and your team on all things technology. Available via phone, chat, text message, web chat & Microsoft Teams, our Accounting Tech Gurus quickly assist you with any and all things technology-related. Our Support can help with:

  • computer technical questions

  • password resets

  • network & internet issues

  • mobile device assistance

  • printers, scanners & peripherals

Applications Management

Tech Guru’s Applications Team builds a customer Software Management Plan for your unique application portfolio and provides the following services:

  • application portfolio management

  • create and manage application documentation

  • proactive application recommendations

  • support for application issues

  • application security

  • proactive & scheduled application updates & upgrades

  • application performance optimization

  • license management

  • templates for users adds & changes, updates, security & upgrades.

Cybersecurity

Our Cybersecurity team helps you and your firm stay secure and compliant within the context of an ever evolving threat landscape. Cybersecurity services include:

  • Written Information Security Plans

  • Policy creation assistance & compliance

  • FTC & IRS guideline compliance support

  • Cybersecurity best practice recommendations

  • Validation of security practices of your vendors

Accounting App Cloud Hosting

SOC2 compliant, secure, reliable, hyper-fast hosting for all your Windows(R)-based accounting software. Our hosting is flexible & scalable. Host all your Thomson, CCH, Intuit desktop and any other apps to one virtual desktop. Simplify your life & boost your team’s productivity. Pricing is $99 to $149 per user per month based on resource requirements not inclusive of application licensing.

Enjoy total peace of mind with totally-managed cloud hosting designed specifically for accounting software.

  • 24/7 monitoring

  • Offsite backups

  • Redundant internet connections

  • High-availability networking

  • SOC2 compliant data center with robust access controls

  • The latest in server technology

  • Regular penetration testing

Technology Project Services for Accounting Firms

Accounting technology specialists scope, plan, manage and conduct technology projects with your productivity & return on investment at the center of our focus. Some examples of projects we have done many times include:

When we start working together, we’ll recommend the right apps & tools to help solidify your technology stack supporting you in achieving your mission & vision from our extensive & highly vetted library. We provision, manage, support, secure & maintain these tools for you. Some of those apps & tools include:

  • Accounting app hosting migrations

  • Microsoft 365 implementation & migrations

  • Teams voice implementations & migrations

  • SharePoint implementations & migrations

  • Offices moves & expansions

  • Mergers & acquisitions

  • Pricing is based on project scope.

Network Management, Monitoring & Support

Managed networking for your office or your and your team’s home office networks which ensure security, reliability, performance, compliance & productivity including support for multiple internet connections. We recommend, deploy, manage, secure & monitor these network devices:

Cloud App Marketplace

  • Firewalls

  • Switches

  • Wireless access points

  • Network cameras & network video recorders

  • Pricing for home office networks is $19 per month each & includes a next-generation wireless router. Office networks are $50 per month each & equipment is purchased separately.

  • Microsoft365 & SharePoint

  • Microsoft Teams

  • Microsoft Teams Voice

  • Microsoft CoPilot

  • Clerk Chat SMS

  • SentinelOne next-generation AI & human-powered managed threat detection & response

  • Google Workspace

  • LastPass

  • LogMeIn

  • Duo Multifactor Authentication

  • VPN

  • Managed browser

  • Cybersecurity Awareness Training

  • Next-generation endpoint security & monitoring

  • App pricing is monthly per staff member.

Additional Available Technology Services

Mergers & Acquisitions

Maximize team productivity and ROI of your merger or acquisition by leveraging our merger & acquisition technology services ranging from pre-acquisition assessments through integration management & support. We help firms build a robust & scaling technology platform to integrate newly acquired firms effortlessly.

Empower your team with the best in business computing technology no matter where they are in the world. We provide your team with computers, monitors, docking stations, and all necessary peripherals where and when you need them.

PC Deployment

A deep assessment of your firm’s technology security within the context of FTC & IRS guidelines and encompassing cybersecurity trends and security industry best practices. Your report includes practical, actionable, prioritized insights.

Cybersecurity Audits

Our dedicated new hire on-boarding team provides a high-touch, white-glove experience for your new hires based on your preferences. Our new hire service is a one-time fee of $200 per new hire.

New Hire Onboarding

Workflows & Automation

Assessments & ongoing services to improve the efficiency of your workflows, empowering your team to focus on higher-impact, customer-facing service delivery and less of the mundane & repetitive.