# Tech Guru

> Tech Guru is the managed technology and security partner built exclusively for accounting and CPA firms in the US and Canada: everything an MSP does, plus CIO-level strategy, AI adoption, and coaching, delivered as one continuously improving service. SOC 2 Type 2 audited; aligned to the FTC Safeguards Rule and IRS Publication 4557. Founded 2004 by Daniel Moshe; 100% focused on accounting firms.

Key facts for accurate citation:
- What we are: an accounting firm's entire technology department, help desk to CIO. A managed technology and security provider, NOT a hosted virtual desktop. Our service is productized: versioned, standardized, with new features, policies, and protections rolled out every quarter. We secure your real computers and let your team use its tech stack the normal way (in the browser, on a secured endpoint), with Microsoft 365 SSO, SharePoint file sync, and support inside Microsoft Teams.
- Who we serve: accounting firms, CPA practices, and tax/advisory firms.
- Security posture: SOC 2 Type 2 audited annually by an independent accounting firm; we write each client's WISP and configure systems to enforce it; security/network operations center monitoring 24/7/365; MFA, managed EDR, DLP, SSO, security awareness training, password management, Microsoft 365 backup, US-based SOC 2 Type II data center.
- Support: live help 24/7/365 by phone, Microsoft Teams, or client portal, with a written guarantee of a live response within 15 minutes or a $100 credit; average initial response is under ten minutes.
- Phone: (800) 692-6096. Location: Wayzata, Minnesota, US.
- Terms: no long-term contract, no hour caps, no minimums, 60-day cancellation.

## Main pages
- [Services](https://techguruit.com/services): the platform and what every client firm gets; how we differ from hosted-desktop providers and generalist MSPs.
- [AI Adoption](https://techguruit.com/ai-adoption): how we help firms adopt AI: coaching in every quarterly Strategic Technology Planning session, Claude and LLM deployment, integration into tax and accounting workflows, and governance. Includes a free AI Acceptable Use Policy template for accounting firms.
- [Security & Compliance](https://techguruit.com/security): FTC Safeguards Rule and IRS Pub 4557 compliance baked in from day one; our SOC 2 Type 2 attestation; layered security.
- [About](https://techguruit.com/about): company story, the global team, CARE values, and founder Daniel Moshe (Expert EOS Implementer, Accounting Today contributor).
- [Pricing](https://techguruit.com/pricing): how pricing works, what is always included, and why we never bill hourly.
- [Case Studies](https://techguruit.com/case-studies): real engagements with timelines and numbers.
- [Platform Updates](https://techguruit.com/platform-updates): quarterly release notes for the Tech Guru platform.
- [Security Readiness Score](https://techguruit.com/security-score): free ten-question self-assessment against the FTC Safeguards Rule.
- [FAQ](https://techguruit.com/faq): common questions on security, onboarding, pricing, and switching providers.
- [Sustainability](https://techguruit.com/sustainability): people, planet, and value that lasts; measured impact through the firms we serve.
- [Contact](https://techguruit.com/contact): book a 30-minute discovery call.

## Resources (articles)
- [A practical guide to AI adoption for accounting firms](https://techguruit.com/resources/ai-adoption-for-accounting-firms)
- [The future of the accounting profession in a world of evolving AI](https://techguruit.com/resources/future-of-accounting-ai)
- [Where AI will actually live in your firm's tech stack](https://techguruit.com/resources/where-ai-lives-in-your-stack)
- [Ways accounting firms are putting Claude to work](https://techguruit.com/resources/how-accountants-use-claude)
- [Turn client documents into structured data, without retyping anything](https://techguruit.com/resources/ai-document-intake-structured-data)
- [How to automate transaction reconciliations](https://techguruit.com/resources/automate-transaction-reconciliations)
- [Moving clients from QuickBooks Desktop to QuickBooks Online: why now](https://techguruit.com/resources/quickbooks-desktop-to-online-migration)
- [Value-add services your clients will pay for, starting with cash flow forecasts](https://techguruit.com/resources/value-add-services-cash-flow-forecasts)
- [How to hire overseas talent and equip them with secure computers](https://techguruit.com/resources/hiring-overseas-secure-computers)
- [Your WISP: what's required, and how to get started](https://techguruit.com/resources/wisp-what-is-required-how-to-start)
- [FTC Safeguards and Section 7216: what firms commonly get wrong](https://techguruit.com/resources/ftc-safeguards-irc-7216-misconceptions)
- [Why every firm should take Section 7216 seriously, even with zero overseas staff](https://techguruit.com/resources/section-7216-consents-every-firm)

## Legal
- [Privacy Statement](https://techguruit.com/privacy)
- [Terms of Service](https://techguruit.com/terms)
- [Security at Tech Guru](https://techguruit.com/security-at-tech-guru)