Managed IT for CPAs

When your firm handles sensitive client data across accounting platforms, cloud tools, and financial software, one forgotten admin account can become a major security liability.

In accounting, documentation isn’t just about organization, it’s about protection. CPA firms handle vast amounts of sensitive financial data that must be preserved, not just

Cybersecurity isn’t a once-a-year checklist anymore. As cybercriminals become more sophisticated and regulations tighten, CPA firms must take a proactive, evolving approach to IT security.

As more accounting firms embrace hybrid and remote work models, having reliable IT infrastructure has become essential, not just during tax season, but every day.

Unexpected disruptions are more than a temporary inconvenience. For CPA firms, even a short interruption can derail deadlines, damage client trust, and drain your bottom

Growth looks different for every CPA firm: more clients, expanded services, new offices, or fully remote teams. But what all of those goals have in

CPA firms juggle a constant stream of client deadlines, tax filings, and regulatory updates. With so much time spent on repetitive administrative tasks, valuable billable

CPA firms manage exactly the kind of sensitive data cybercriminals target: tax returns, bank records, Social Security numbers, and wire instructions. During busy seasons, when

Modern accounting firms sit on a goldmine of sensitive information, from client financials and tax IDs to full access credentials for banking and payroll systems.

As more CPA firms embrace flexible work models and real-time collaboration, cloud software is quickly becoming the preferred solution. Platforms like QuickBooks Online, Xero, and

Accounting has always demanded precision, timeliness, and confidentiality. But today’s firms are facing new challenges and expectations as clients, regulators, and staff rely more heavily

CPA firms hold an enormous amount of sensitive client data, including financial records, tax returns, payroll info, and more. That’s exactly what cybercriminals are after.

As the accounting industry evolves, adopting the right tech tools is essential for maintaining efficiency, security, and competitive advantage. In 2025, CPA firms need to

Tax season is a goldmine for cybercriminals. With an influx of sensitive financial data being processed, CPA firms become prime targets for phishing scams, ransomware

In the accounting world, clear, secure communication is key to building trust and ensuring compliance. But outdated email threads and unsecured document sharing can put