Tax season does not wait for a server to come back. We keep CPA and tax offices across Lee and Collier County running, with client data locked down and backups that actually restore, and we answer the phone when something breaks.
An accounting office runs on a software stack nobody else quite has. QuickBooks company files, tax software that reinstalls itself every season, a document archive going back seven years or more, and a client list full of Social Security numbers and bank accounts. That last part is the one that matters: your server holds exactly what identity thieves go looking for.
We have supported Southwest Florida small businesses since 2010, and the same patterns show up in every accounting office. The tax software is picky about servers and updates. Busy season punishes downtime like no other industry. And the data carries legal obligations most firms only hear about at PTIN renewal time.
Our managed IT plans cover the whole stack for a flat monthly fee, and our security work is built around the rules that apply to tax professionals. Break-fix help is there when you need it too, through business computer repair.
Drake, Lacerte, ProSeries, UltraTax, QuickBooks Desktop and Online. We keep the server and workstations underneath them healthy, manage the yearly version changeover, and get the software vendor on the phone when the bug sits on their side.
Managed threat protection, patching, encrypted drives and multi-factor logins, set up with the FTC Safeguards Rule in mind. A stolen laptop or a phishing click should end up an annoyance, not a client notification letter.
QuickBooks files, returns and workpapers backed up locally and off site, with restores tested on a schedule. A backup nobody has ever restored from is a guess, and February is a bad month to find out.
Fake IRS notices, spoofed client emails asking to change a refund account, bogus e-file alerts. We filter what we can and train your staff to catch the rest, because the scams aimed at tax offices are better than average.
Seasonal preparers and work-from-home staff get locked-down access to the office without opening your network to the whole internet. When they leave in May, the access leaves with them. Day-to-day questions go to our help desk.
Workstations, monitors, scanners and the office wifi. We plan replacements around your calendar, so nothing gets swapped out the second week of March.
If your firm prepares taxes for pay, the FTC counts you as a financial institution, and its Safeguards Rule applies to you. Most preparers find this out from a renewal form rather than a lawyer, which is a rough way to learn you were supposed to have a written security plan.
That plan is the WISP the IRS keeps asking about. A real one names who is responsible, looks honestly at where client data lives, and backs it up with working controls: encryption, multi-factor logins, monitoring, and a plan for the day something goes wrong anyway.
We put the technical half in place and keep it running. We are an IT company, not a law office, so the paperwork side stays yours, but you will not be signing off on controls that do not exist. Start with an honest look at where the firm stands.
Free assessment of your network, security, backups and hardware age. You get a written summary of what is solid, what is risky and what to prioritize.
Old operating systems, missing MFA, backups that have never been tested. The short list gets fixed first, before busy season makes every change riskier.
Monitoring, patching, threat protection and tested backups become the standing arrangement. 24/7 monitoring is part of every managed plan.
One flat monthly bill, no per-incident charges. You call, we answer, and the quiet months get used for upgrades instead of emergencies.
Server upgrades, software installs and backup tests belong in October and November, not the first week of February. A free assessment in the quiet months is how firms walk into January already settled.
CPA firms, enrolled agents, seasonal tax prep offices and bookkeepers across Lee and Collier County. If your year peaks in April and October, this page is about you. We support other appointment-driven offices too, including medical and dental practices and contractors, so the calendar-crunch problem is familiar ground.
We support the environment they run on: the server, the workstations, the network and the backups. When a problem is inside the software itself we get the vendor on the phone and stay on the call, so you are not stuck translating between two support desks.
It means even a two-person firm is expected to have a written security plan, someone responsible for it, and real controls like encryption and multi-factor logins. We set up and run the technical side, which is most of the list.
That is the whole point of the setup work. Managed clients get 24/7 monitoring, tested backups and a flat monthly bill, so a February problem gets handled like any other day, not billed like an emergency.
No. Most offices we work with are small, and a four-computer firm holds the same client data a forty-computer firm does. The plan just gets sized to fit.
It depends on file size, how many people need in at once, and how your team works. We lay out the honest tradeoffs and set up whichever fits, without pushing you toward the fanciest option.
If we set the machine up, the drive is encrypted and the login has MFA, so the thief has a brick. Between that and the backups, the work survives even when the hardware does not.
Call (239) 234-2334 or send the contact form. The first step is a free assessment: a review of your network, security, backups and hardware age, with a written summary of what is solid, what is risky and what to prioritize.
An assessment in the fall beats a scramble in February. Call, or send the form and we will call you back.