Accounting and tax firms
IT Support for Accounting Firms
Managed IT, cybersecurity and year-round support for CPA firms and tax practices, ready for tax season deadlines.
Remote and on-site support
Specialized IT support for accountants
Friendly US-based technicians
24/7 support plans
IT for accountants
IT support specialized for accounting firms
While running your firm, downtime is not an option. Whether you are managing client data, meeting filing deadlines or keeping up with evolving regulations, your technology needs to work. FinFortify’s SOC 2 compliant IT support for accountants keeps your systems secure, efficient and up to date, so you can focus on delivering exceptional service to your clients.
From protecting sensitive financial information to supporting tax and accounting software, we understand the technology challenges accounting professionals face. Our team provides proactive monitoring, rapid troubleshooting, data backup, cybersecurity protection and software support as part of our managed IT services for financial firms, whether you run a solo practice or a growing multi-partner firm.
How we help
IT services for CPA and tax firms
Tax season readiness
Updates, hardware checks and capacity planning before filing season, so systems are ready when deadlines hit.
Tax and accounting software support
Help installing, updating and troubleshooting tax and accounting applications, working with your software vendors when needed.
Secure client file exchange
Encrypted email and secure file sharing in Microsoft 365 instead of unprotected attachments.
Cybersecurity and MFA
Multi-factor authentication, endpoint detection and response and email security to protect client data.
Backup and disaster recovery
Tested backups of client files, applications and email, so a failure or ransomware attack does not stop your season.
Easy ticketing
Log issues and track progress in real time, with transparent, efficient support.
Compliance
Written information security plans and the FTC Safeguards Rule
Tax preparers and accounting firms are financial institutions under the FTC Safeguards Rule. That means a written information security program, a qualified individual to oversee it, risk assessments, multi-factor authentication, encryption of customer information, regular testing and notification to the FTC within 30 days of a breach affecting 500 or more people. The IRS also expects every tax professional to keep a written information security plan, as described in IRS Publication 4557 and Publication 5708.
We implement the technical safeguards, help document them in your plan and keep them running all year, so you are always audit-ready. Learn more about our IT compliance services.
Why accounting firms switch to FinFortify
Predictable cost
A fixed monthly rate helps you forecast expenses, reduce overhead and avoid unpredictable IT invoices, especially during tax season.
Accounting expertise
Our US-based IT professionals understand the compliance demands, data sensitivity and software your firm relies on.
Stronger security
Outsourcing IT to a managed security provider strengthens your firm’s cybersecurity and gives you access to specialist expertise.
FAQ
IT support for accounting firms: common questions
Do accounting firms need a written information security plan (WISP)?
Yes. Tax and accounting firms must have a written information security program under the FTC Safeguards Rule, and the IRS expects tax professionals to keep one. We help firms put the safeguards in place and document them.
Can you support our firm during tax season?
Yes. We prepare your systems before filing season, and our 24/7 support plans mean help is available during long days, evenings and weekends when deadlines are close.
Do you support remote and hybrid accounting teams?
Yes. We secure laptops with device management and encryption, provide secure remote access and support staff wherever they work.
Let us handle your IT, so you can handle the numbers
Request a quote today to learn how we can support your accounting firm.
