Accounting IT,
busy-season tested.
Managed IT for CPA firms, tax practices, and bookkeepers across Long Island. The infrastructure your tax software runs on, sized for peak, plus the IT-control side of the FTC Safeguards Rule and IRS Pub 4557 your information security program rests on.
Infrastructure sized
for the sixteen-week sprint.
From mid-January to April 15, the firm runs at full burn. We size the IT layer (bandwidth, hosted servers, terminal sessions, scanning throughput, monitoring, on-call) for peak, then run it that way the rest of the year too, so the infrastructure has nothing to prove in February.
- Maintenance and patching scheduled outside busy season, never during. Firm leadership signs off on the calendar.
- Capacity tested before January: hosted servers, terminal sessions, scanning throughput, and bandwidth all proven against last year's peak.
- On-call escalation tightened during the final two weeks. Faster response, smaller queue, and a partner contact who is named, not generic.
FTC Safeguards, Pub 4557:
the IT half handled.
The FTC Safeguards Rule and IRS Publication 4557 are not optional, and the FTC has been clear it will enforce. The information security program is the firm's, but most of the work is technical. We handle the IT-control side: the encryption, access controls, monitoring, and evidence. The written plan ends up with something real underneath it.
- Qualified Individual support: a virtual CISO (vCISO) available to take the FTC Safeguards Rule designation when the firm wants an external named role.
- Written information security plan drafted on the IT-control side, reviewed annually, mapped back to IRS Pub 4557.
- Multi-factor authentication on every account that touches client tax data on systems we manage. No partner exceptions.
- Encryption of client records at rest and in transit on the systems we run, with seven-year retention handled cleanly at the IT layer.
- Annual vulnerability assessment scheduled, scoped, and documented. Pen-test coordination with a third party when the firm or insurer requires it.
Six pieces of the
infrastructure stack.
The same IT program everywhere, sized for your practice. Solo tax preparers through 50-seat CPA firms. The accounting work is yours; the infrastructure it runs on is ours.
- 01
Tax Software Infrastructure
IT-side support for UltraTax, Lacerte, CCH Axcess, ProSystem fx, Drake, and the QuickBooks ecosystem: hosting, identity, install quirks, and integration. Tax-software vendor support stays with the vendor.
- 02
Busy-Season Stability
No maintenance windows during March or the first half of April. Hosted servers, terminal sessions, scanning throughput, and bandwidth sized for peak so the infrastructure stays out of the way.
- 03
Safeguards IT Side
The IT-control half of the FTC Safeguards Rule and IRS Pub 4557: encryption, MFA, access controls, monitoring, and the technical evidence behind your written information-security plan.
- 04
Encrypted Client Portal
Secure document exchange so client data does not ride on email attachments. Audit log on every access, retention policies enforced.
- 05
Backup & Recovery
Recovery objectives sized for a partner who needs the file open in fifteen minutes, not by end of day. Tested restores, not hopeful ones.
- 06
Phishing & Fraud-Pattern Controls
W-2 theft, refund fraud, and CPA-targeted phishing are season-specific threats. We tune the email controls and the security awareness training to match. The fraud decisions stay with the firm.
Ready for IT that
survives April 15?
Tell us about the practice. We will listen for the tax software, the staff size, and how last season actually went, and come back with a plan sized for the next one.
- No sales script. A real conversation with someone who gets it.
- A 30 minute call, an honest read on your current setup.
- Straight pricing. No surprise invoices.
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A real person on our team has your note and will reply within one business day. If your need is urgent, call (516) 500-7789 and ask for the on-call engineer.