Accounting IT that survives tax season and audit season.
Audit-ready environments built for the load CPA firms actually run, from filing deadlines to multi-partner reviews.
Accounting firms have two seasons: the one where everything has to work and the one where everything has to be auditable. We build environments that hold up to both, with the performance to handle deadline-day load and the controls to satisfy a peer review, a state board, or a client security questionnaire from a Fortune 500.
We support the platforms accounting firms run on, CCH Axcess, UltraTax, Lacerte, QuickBooks (Desktop and Online), Drake, ProSystem fx, and the cloud-hosted variants of each. Workpaper systems and client portals get the same attention, with encryption in transit and at rest, MFA on every account, and tight access controls on client data.
On the compliance side, we help firms meet the IRS Written Information Security Plan (WISP) requirement, the FTC Safeguards Rule expectations that finally have teeth, and any SOC 2 ambitions your enterprise clients are asking about. Every one of those frameworks lives on a foundation of the same three things: identity, endpoint, and backup. We build all three the right way, once, and keep them current.
The real difference shows up in March. When your team is running 12-hour days and a partner's laptop dies at 8pm on the 14th, you don't want to be on hold. Managed clients get 24/7 access to a senior engineer who already knows your environment, your applications, and your deadlines. That's not a marketing line, it's what our accounting clients say made them stop switching firms every three years.
What's included.
WISP & Safeguards Rule
Documented written information security plan and FTC Safeguards compliance.
Tax Platform Support
Day-to-day support for CCH, UltraTax, Lacerte, Drake, QuickBooks, and more.
Client Portal Hosting
Secure portals for tax documents, e-signatures, and engagement letters.
Encrypted Workpapers
Encryption at rest, MFA, and least-privilege access to client engagements.
Tax-Season Performance
Capacity planning, monitoring, and on-call surge support during deadlines.
Backup & Retention
Backup retention policies aligned to IRS recordkeeping requirements.
What to expect when you engage us.
WISP-first assessment
We start with a gap analysis against the FTC Safeguards Rule and IRS WISP requirements, then write the plan.
Harden identity & endpoints
MFA everywhere, EDR on every device, conditional access on sensitive data, all documented for audit.
Tune for tax season
Capacity, performance, and surge support planned before January, monitored heavily through April 15.
Off-season improvement
May through November is when we upgrade, migrate, and remediate, on a schedule that respects your review cycles.
You handle the returns. We'll handle the returns of the environment.
If your last April 15 involved anyone shouting the word 'printer', we should talk. Our accounting clients don't have those April 15s anymore, and their off-season looks a lot less like triage.
Frequently asked.
Do you support CCH Axcess, UltraTax, Lacerte, and Drake?
Yes, including the cloud-hosted variants. We support installation, updates, multi-user setup, and integration with your document management and portal systems.
Can you help us build an IRS-compliant Written Information Security Plan (WISP)?
We author and maintain your WISP, map controls to the FTC Safeguards Rule, and keep evidence current so the plan isn't a document that goes stale the day after it's signed.
How do you handle the tax-season load?
We capacity-plan ahead of January, monitor heavily through April, and surge our support coverage during deadline weeks so tickets don't pile up when you can least afford it.
What about secure client document exchange?
We deploy and support secure portals (SmartVault, ShareFile, Liscio, or your existing platform) with MFA, audit trails, and e-signature integration.
Do you support remote and hybrid staff during busy season?
Yes. Secure remote access, hosted tax application environments, and Microsoft 365 with MFA and conditional access let your team work from anywhere without weakening security.
Ready to move forward?
A 30-minute call is the fastest way to find out if we're a fit.