Help whenever your team needs it
Real engineers, 24/7/365. No tiers, no scripts read back to you. 15-minute response time, guaranteed, or we credit you $100.
What your firm gets
Everything your firm runs on. Built for accounting firms.
One mission: continuous progress. Game-changing technology adopted at your pace, risk managed and compliance built in, all pointed at a more profitable, more valuable firm. Here is how it is structured.
Book your discovery call now The Foundation
The technology operating foundation every accounting firm needs.
Enterprise-grade technology and security, scaled to firms of any shape and size: in-office or fully remote, US-only or globally distributed. Security is built into everything your team touches, for every person, from day one.
A security operations center
Your firm is watched around the clock, with proactive alerting and fast mitigation.
Behind-the-scenes engineering
We keep Microsoft 365 fast, current, and hardened (DLP, SSO, and more), and we administer every app we can get admin rights to: password management, PDF tools, VPN. Your password manager is monitored, not just installed.
Quarterly strategy
Client Success turns your firm goals into a technology plan, every quarter.
A complete security suite, every user
MFA, managed threat detection, security awareness training, password management, and cloud-to-cloud Microsoft 365 backup. Built in for everyone.
Global PC procurement and deployment
We procure, secure, and deploy devices for your team wherever they are in the world.
Your team works on its own fast, secure computers
We secure and tune the actual machine in front of each person, so it is fast and locked down at the same time. No laggy cloud desktops or terminal servers. The only exception is legacy Windows apps like Drake and UltraTax, which we host for you.
Your complete IT department, on tap
Four teams working in parallel. One number to call.
Technology Support
Phone, Teams, or portal. Anything with buttons and lights, your team gets a real human, not a queue.
Security & Network Ops
Monitors and remediates threats, anomalies, and patching around the clock, weekends and tax-season nights included.
Client Success
Strategic Technology Planning every 90 days: roadmap, AI adoption, and KPIs against your business priorities.
Sys Admin & Compliance
Engineering, automation, and the SOC 2-aligned controls that keep you audit-ready. The lights stay on, and so does the paper trail.
Our partners
Built with the partners accounting firms trust.
The secure foundation we build your firm on, kept fast, current, and hardened.
Practice management built for accounting firms, supported end to end.
Growth and community partner helping modern firms scale.
Your network, wherever your team works
One secure network, home or office, fully managed.
Wherever your team works, we deploy the network, manage and monitor it around the clock, and keep the equipment updated. The same secure standard at home and in the office.
Managed office network
For firms with an office, we design, deploy, and run a secure network for the building, monitored around the clock with equipment kept patched and current.
Managed home-office networks
For remote team members, we deploy the same secure, managed network at home, monitored and kept up to date, so working from anywhere is as safe as the office.
Deployment and onboarding
The hardware and the first day, handled anywhere in the world.
Devices are warehoused and staged so a new computer ships ready to work, and one specialist owns the whole handoff.
PC deployment
Procure, warehouse, provision, deliver, set up, and onboard the person to the device, one clean handoff, anywhere in the world. Not a box on a doorstep.
New hire onboarding
A specialist owns the new hire’s first-day setup end to end, wherever they are, so day one is effortless and reflects well on your firm.
Voice & SMS
Your phone system, right inside Microsoft Teams.
We deploy Microsoft Teams Voice, so your team makes and takes calls in the Teams app they already use, on a laptop, desktop, or phone. Prefer a handset? Use a desk phone with Teams built in. Integrated, simple, easy to use.
- Make and receive calls inside Teams, on any device
- Desk phones with Teams integrated, for anyone who wants one
- Transfer calls across your team and handle voicemail in one place
- Send and receive SMS from the same number
Accounting App Cloud Hosting
Your legacy tax and accounting apps, hosted and secured.
We host your Windows-based tax, accounting, and related software in a fast, secure cloud desktop, then keep it locked down and easy to use.
- All your legacy Windows tax and accounting applications, hosted for you
- SharePoint syncs your files to the cloud desktop and your local computer, so moving between them is seamless and your files are always at hand
- Encryption and multi-factor authentication enforced, with Office apps included in the cloud desktop
- Add new software titles easily and scale users up or down as your firm changes
- We help you move to browser-based software at your pace, so eventually you will not need the cloud desktop at all
The apps you run
Your software, supported by people who already know it.
We manage, secure, and host the applications accounting firms run every day. No ramp-up, no "let me check with the vendor."
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Lacerte, ProSeries, ProConnect -
Desktop & Online -
UltraTax CS, Practice CS -
CCH Axcess, ProSystem fx -
Drake Tax - Practice management
- Microsoft 365
Plus SafeSend, Karbon, your password manager, PDF tools, portals, and research subscriptions. We administer every app we can get admin rights to.
AI adoption
Real help putting AI to work, not just talk about it.
We meet you where you are: guidance included in your managed services, and hands-on builds when you are ready to go further.
Guidance, included
Practical guidance, suggestions, and relevant experience from a team that does this every day, plus connections to other firms in our client community who are solving the same problems. Included in the scope of your managed services.
We build it for you
When you want to go further, we build it and train your team to use it: automate a workflow, establish an integration, or build AI agents, customized and configured for how your team works. We also help hands-on with selecting the right tools. Scoped and quoted as a fixed-fee project.
See how we help firms adopt AI Free download: our AI Acceptable Use Policy template
Mergers, migrations & acquisitions
Big projects, run with project management excellence.
Many IT projects go off the rails. Ours do not. We scope the project in detail, manage every aspect, and work to minimize downtime and the time your staff has to spend on it, so you reach the return on your investment in the shortest time possible.
- A dedicated project manager assigned to your project
- Our own custom-built project management software, with best practices built in
- Detailed scoping up front, so there are no surprises
- Proactive risk mitigation at every step, not damage control after
- Minimal downtime and minimal demand on your team
- Maximum ROI, in the shortest time possible
Pre-acquisition technology assessment
Know what you are acquiring before you sign: the tech debt, the security posture, and what integration will take. A standalone fixed-fee assessment, for clients and non-clients alike.
Built for where your firm is
The same platform, angled at your stage.
Solo & startup firms
One to five people, building from scratch. Enterprise-grade from day one, priced for one.
For solo firmsGrowing firms
Five to twenty people, growing on purpose. The foundation, the WISP, and hiring anywhere.
For growing firmsEstablished firms
Twenty or more people, multiple partners. Standardization, diligence readiness, enterprise value.
For established firmsFirms acquiring firms
Growing by merger and acquisition. Diligence before signing, integrations that land cleanly.
For acquiring firmsFirms preparing to sell
Technology and security are in the valuation now. Get your firm ready to be inspected.
For selling firms How we compare
Not a hosted desktop. Your whole technology department.
Comparing us to hosted desktop providers like Rightworks or Verito, or to a generalist MSP? The difference is simple: we secure your real computer, wherever it is, so your team uses its tech stack the way it was meant to be used.
Swipe sideways to see the full comparison.
| What we compare | Tech Guru | Hosted desktop providers | Generalist MSP |
|---|---|---|---|
| Built for | Accounting firms only | Accounting firms | Any industry |
| How your team works | On your own fast, secure computer. Your apps run in the browser, the way they were built to. | Inside a remote virtual desktop you log into | Varies by provider |
| Where security lives | On every endpoint, wherever your team is in the world | In the hosted environment; the machine in front of you is often out of scope | Typically built around the office network |
| Microsoft 365 | Fully SSO-integrated, files synced to your computer with SharePoint, support right inside Teams | Often runs beside the hosted desktop, not within your flow | Setup and depth vary |
| Legacy apps (Drake, UltraTax) | Hosted for you in a fast, secure cloud, and only the apps that truly need it | Everything is hosted, including what does not need to be | Rarely offered |
| Security suite, every user | MFA, managed threat detection, training, password management, and 365 backup, included | Often sold as add-ons | Often sold as add-ons |
| Quarterly strategy | A real technology plan tied to your firm's goals, every 90 days | Typically not included | Sometimes, at higher tiers |
| WISP & compliance | Written for your firm and enforced in your systems, aligned to FTC Safeguards and IRS Pub 4557 | Largely left to you | Varies widely |
Based on publicly available information about typical offerings. Every provider differs; we are glad to walk through the specifics on a call.
Our terms
No gotchas or surprises.
No long-term contract. Pricing scales with your team and what your firm needs. Get detailed pricing on your discovery call and a full proposal within 24 hours.
- No long-term contract
- No hour caps
- No minimums
- 60-day cancellation any time
- 15-minute response, or we credit you $100
SOC 2 Type 2 audited. See the controls in our Trust Center.
The accounting firm of the future. Let's build yours.
See what your firm looks like with technology fully leveraged. Book a 30-minute discovery call with our team.
Book your discovery call nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. Full proposal within 24 hours of your call. (800) 692-6096