Accounting and CPA Firms
Managed IT and Help Desk for CPA Firms, Built to Hold Through Tax Season.
When a workstation freezes in the middle of a return, the whole office waits. We run the IT behind your tax and practice software, so problems get fixed fast and updates never land in the wrong week.
For CPA firms, tax preparers and bookkeepers who want one accountable team instead of a friend with a laptop bag.
Managed IT and Help Desk for Accounting and CPA Firms
What Does Tax Season Do to Your IT?
A firm's workload is not flat. For a few months, every person is on the same few applications all day, scanners and printers run constantly, and seasonal staff arrive who need accounts and laptops by Monday. A slow login or a dead printer in March costs real hours.
We plan for that. Remote support is unlimited, so staff can ask early instead of working around a problem, and we get new hires set up with individual accounts before their first day.
Can You Support the Software Our Practice Runs On?
We support the computers, accounts, network and security that your tax preparation, practice management and document software run on, and we work with the software vendor's support when the problem is on their side. We do not replace the vendor and we do not pretend to know their product better than they do.
What we control is everything around it: the machine the software is installed on, the permissions, the file shares, the printers and scanners, and the patches.
When Should Patching and Updates Happen?
Not in the middle of a filing deadline. Approved updates install automatically, and we schedule heavier maintenance around your calendar so a restart never interrupts a return. Monitoring runs around the clock, so a failing disk or a stalled backup reaches us before it reaches your staff.
What About Working From Home or Off-Site?
Partners and seasonal staff often work from home or a second office. Support is remote first, so we can fix a home laptop the same way we fix one in the office. Password policy is enforced across user and device accounts, and nobody works day to day from an administrator account.
What Does It Cost?
A fixed monthly cost scoped to your firm, given on the call. You know what IT costs each month, and a bad week in March is our cost and not a surprise invoice.
What Is Included
6 PARTSUnlimited Remote Support
Help desk for every partner, preparer and seasonal hire, by ticket or by phone.
Remote Monitoring
Round the clock monitoring so failing hardware is caught before a deadline.
Maintenance and Patching
Tested and approved updates installed on a schedule that respects your calendar.
Backup and Recovery
Client files and return data backed up and restorable.
Password Policy Enforcement
Default credentials replaced and strong standards applied to every account and device.
On-Site When Needed
Remote first, with on-site work in Northern Virginia when a problem needs hands.
Frequently Asked Questions
4 QUESTIONSCan you onboard seasonal staff quickly?
Yes. Tell us when they start and what they need, and we set up individual accounts and devices ahead of the first day. Everyone gets their own login, never a shared one.
Do you support our tax and practice management software?
We support the computers, accounts, network and security it runs on, and work with the vendor's support when the problem is on their side.
Do you replace our current IT person?
Not necessarily. Many firms keep someone in house for day-to-day needs and use us for the monitoring, security and depth behind them. We scope it around what you already have.
Do you work with firms outside Virginia?
Yes. Support is remote first, so we serve firms across the United States. On-site work is in Northern Virginia, around our Leesburg base.
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Talk Through Your Firm's IT.
Pick a time, ideally before busy season. Tell us how many people you have and what software they use.
Looking for CMMC? Our Compliance Division, Capital Cyber Compliance, delivers it.
Under 25 people? Apply for an in-kind cybersecurity grant from Cyber Grants Alliance, a nonprofit. No cost to you.