Help whenever your team needs it
Real engineers, 24/7/365. No tiers, no scripts read back to you.
What your firm gets
One platform. Built for accounting firms.
Everything maps back to three outcomes: operational efficiency, higher margins, and greater enterprise value. Here is how it is structured.
Talk to a guru now The Platform
The technology operating foundation every accounting firm needs.
This is the enterprise-grade technology and security platform, scaled to accounting firms of any shape and size: in-office or fully remote, a US-only team or one distributed around the world. Security is not an add-on here. It 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 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. One platform, simple and 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
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.
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
How we compare
Not a hosted desktop. A whole platform.
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.
| What we compare | Tech Guru | Hosted desktop providers | Generalist MSP |
|---|---|---|---|
| Built for | Accounting firms. Nothing else. | 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.
We earn your business every month by delivering ROI and value, not by locking you into a long-term contract. Pricing scales with your team and what your firm needs, so schedule your discovery call today to learn more.
- No long-term contract
- No hour caps
- No minimums
- 60-day cancellation any time
SOC 2 Type 2 audited. See the controls in our Trust Center.
Add clients. Not headcount.
See what the right platform does for your margins. Book a discovery call with our team.
Talk to a guru nowNo long-term contract. No hour caps. No minimums. 60-day cancellation any time. We earn it every month. · (800) 692-6096