Designed especially for accounting firms, our services & products provide firms with the ideal technology experience.
IT Services for Accounting Firms
Built For You
We custom build your set of apps & services based on your firm’s unique profile & goals. Services are designed to scale & grow with your firm, supporting you on your journey, wherever that may take you.
At the core of our offerings is our comprehensive technology managed services suite for accounting firms delivered by expert Accounting Technologists. Priced per user per month with unlimited service, a one-time setup fee applies to get started and includes on-boarding your team & technology, a full system audit & standardization, documentation, and deployment of recommended tools & technologies.
Managed Technology Services for Accounting Firms
Strategic Planning
You’ll meet with your Client Success Team every 90 days to align your technology plan with your firm’s vision. We work together to continuously evolve your tech stack, help you implement AI, improve your security & level-up your firm. We build a continuously evolving Strategic Technology Plan which includes:
3-year technology vision
1-year technology goals
90-day technology objectives
Systems Administration
Proactive management of all computing systems & infrastructure including:
antivirus
system health monitoring
inventory & warranty reporting
lifecycle management
network management & support
server management
backups & test restores
operating system & other system & security updates
Technology Support
24/7/365 technical support for you and your team on all things technology. Available via phone, chat, text message, web chat & Microsoft Teams, our Accounting Tech Gurus quickly assist you with any and all things technology-related. Our Support can help with:
computer technical questions
password resets
network & internet issues
mobile device assistance
printers, scanners & peripherals
Applications Management
Tech Guru’s Applications Team builds a customer Software Management Plan for your unique application portfolio and provides the following services:
application portfolio management
create and manage application documentation
proactive application recommendations
support for application issues
application security
proactive & scheduled application updates & upgrades
application performance optimization
license management
templates for users adds & changes, updates, security & upgrades
Cybersecurity
Our Cybersecurity team helps you and your firm stay secure and compliant within the context of an ever evolving threat landscape. Cybersecurity services include:
Written Information Security Plan
Policy creation assistance & compliance
FTC & IRS guideline compliance support
Cybersecurity best practice recommendations
Validation of security practices of your vendors
SOC2 compliant, secure, reliable, hyper-fast hosting for all your Windows(R)-based accounting software. Our hosting is flexible & scalable. Host all your Thomson, CCH, Intuit desktop and any other apps to one virtual desktop. Simplify your life & boost your team’s productivity. Pricing is $99 to $149 per user per month based on resource requirements not inclusive of application licensing.
Enjoy total peace of mind with totally-managed cloud hosting designed specifically for accounting software.
Accounting App Cloud Hosting
24/7 monitoring
Offsite backups every four hours
Redundant internet connections
High-availability networking
SOC2 compliant data center with robust access controls
The latest in server & networking technology
Regular penetration testing
Dedicated computing resources - no unpredictable slow-downs
Accounting technology specialists scope, plan, manage and conduct technology projects with your productivity & return on investment at the center of our focus. Some examples of projects we have done many times include:
Technology Project Services for Accounting Firms
Accounting app hosting migrations
Microsoft 365 implementation & migrations
Teams voice implementations & migrations
SharePoint implementations & migrations
Offices moves & expansions
Mergers & acquisitions
Pricing is based on project scope.
Managed networking for your office or your and your team’s home office networks which ensure security, reliability, performance, compliance & productivity including support for multiple internet connections. We recommend, deploy, manage, secure & monitor Unifi network equipment. Pricing for home office networks is $19 per month each & includes a next-generation wireless router. Office networks are $50 per month each & equipment is purchased separately.
Network Management, Monitoring & Support
Firewalls
Switches
Wireless access points
Network cameras
Network video recorders
Microsoft365 & SharePoint
Microsoft Teams
Microsoft Teams Voice
Microsoft CoPilot
Clerk Chat SMS
SentinelOne next-generation AI & human-powered managed threat detection & response
Google Workspace
LastPass
LogMeIn
Duo Multifactor Authentication
VPN
Managed browser
Cybersecurity Awareness Training
Microsoft licenses
When we start working together, we’ll recommend the right apps & tools to help solidify your technology stack supporting you in achieving your mission & vision from our extensive & highly vetted library. We provision, manage, support, secure & maintain these tools for you. Apps are priced per user per month.
Cloud App Marketplace
Additional Available Technology Services
Maximize team productivity and ROI of your merger or acquisition by leveraging our merger & acquisition technology services ranging from pre-acquisition assessments through integration management & support. We help firms build a robust & scaling technology platform to integrate newly acquired firms effortlessly.
Mergers & Acquisitions
PC Deployment
Empower your team with the best in business computing technology no matter where they are in the world. We provide your team with computers, monitors, docking stations, and all necessary peripherals where and when you need them.
Cybersecurity Audits
A deep assessment of your firm’s technology security within the context of FTC & IRS guidelines and encompassing cybersecurity trends and security industry best practices. Your report includes practical, actionable, prioritized insights.
Our dedicated new hire on-boarding team provides a high-touch, white-glove experience for your new hires based on your preferences. Our new hire service is a one-time fee of $200 per new hire.
New Hire Onboarding
Assessments & ongoing services to improve the efficiency of your workflows, empowering your team to focus on higher-impact, customer-facing service delivery and less of the mundane & repetitive.