Managed IT for Accounting & CPA Firms
Your clients trust you with their most sensitive financial data. We make sure your technology is worthy of that trust, with compliance-ready security, tax-season reliability, and IT support that speaks your language.
Challenges Unique to CPA Firms
Accounting firms face IT challenges that general-purpose IT providers often don't understand. We do.
FTC Safeguards Rule Compliance
As of June 2023, the FTC Safeguards Rule requires CPA firms to implement a comprehensive information security program. This includes designating a qualified individual to oversee the program, conducting risk assessments, encrypting customer financial data, and documenting your security policies. Failure to comply can result in civil penalties and, more importantly, a breach that devastates client trust.
Tax Season Uptime
Downtime during tax season isn't just inconvenient. It's catastrophic. Deadlines are fixed, clients are anxious, and every hour your systems are down is an hour you can't deliver. We maintain your systems proactively so that when April approaches, your technology is the last thing you need to worry about.
Client Data Security
Your clients' financial records are among the most sensitive data any business handles. Social Security numbers, tax returns, financial statements, and bank account details are all prime targets for identity thieves and ransomware operators. A single breach can expose your entire client base and your firm's reputation.
Remote Staff & Multi-Location Access
Modern CPA firms need staff working securely from home, at client sites, and across multiple office locations. Providing secure, reliable remote access without creating security gaps requires the right architecture and ongoing management.
FTC Safeguards Rule: Is Your Firm Compliant?
The updated FTC Safeguards Rule requires CPA firms to maintain a written information security program with specific technical, administrative, and physical safeguards. Non-compliance exposes your firm to regulatory action and unmitigated breach risk.
What We Deliver to CPA Firms
A complete technology program built around the compliance requirements and operational realities of accounting practices.
FTC Safeguards Rule Program
We build and document your information security program to meet FTC requirements, including risk assessments, written policies, and a designated security officer arrangement.
Encrypted File Sharing
Secure client portals and encrypted email so sensitive financial documents never travel unprotected.
CCH / Thomson Reuters / QuickBooks Support
Dedicated expertise in the software your firm runs on, keeping tax and accounting applications performing and updated.
Multi-Factor Authentication
MFA on all remote access, email, and financial systems. It's a compliance requirement and your first line of defense against credential theft.
Ransomware-Resistant Backup
Immutable, tested backups of your client files and tax data. If the worst happens, you can restore quickly and completely.
Security Awareness Training
Regular training and phishing simulations for your entire team, because most breaches start with a single employee clicking the wrong link.
24/7 Network Monitoring
Continuous monitoring of your systems and network so threats are detected and contained before they become disruptions.
IT Budget Planning
Annual technology roadmaps aligned with your firm's growth, with predictable costs you can budget with confidence.
What CPAs Are Saying
"The level of service and attention to detail we receive from SimplifIT is fantastic. They constantly ensure that we are protected from cyber threats and are efficiently managing our technology. As a CPA, this is especially important during tax deadlines."
Austin Tucker, CPA
SizemoreTucker, PLLC
"Partnering with SimplifIT has produced tangible results for our firm. We have become more proactive and efficient than ever. Knowing that our systems are being constantly monitored provides tremendous peace of mind for our team."
David Harrod, CPA
Harrod & Associates, P.S.C.
Software We Support
We have hands-on experience with the tools your firm uses every day.
Ready to Simplify Your IT?
Let's start with a no-pressure conversation about your firm's technology and compliance needs.