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CPA and accounting firms

IT Services for Accounting Firms

Tax season is not the time to discover the backup never worked. Secure Techies keeps CPA and accounting firms online, with client data locked down and staff unblocked.

Free assessment (818) 431-5607
Accounting office desk with dual monitors and client files at dusk
  • Tax seasonPriority coverage
  • 24/7Help desk
  • M365Secure collaboration

Why this industry is different

Deadlines do not move for a crashed workstation

Accounting firms compress a year’s risk into a few brutal months. The IT plan has to assume that.

  1. 01

    Client tax files are a target

    W-2s, returns, and identity data are worth more on the dark web than most offices realize. Email and endpoint security are not optional.

  2. 02

    Seasonal load

    More staff, more VPN, more printers, more “can you get me into Drake/Lacerte/UltraTax.” Capacity has to be ready in January, not March.

  3. 03

    Portal and file-share sprawl

    Client data lives in Microsoft 365, a portal, and someone’s desktop. We collapse that into a system you can actually control.

CPA conference table with closed laptops and unlabeled client folders

What is in the plan

Everything we do for CPA firms

Busy season is a load test. We run this year-round so January is not a surprise.

Busy season

  • Help desk through tax season
    After-hours tickets when the software will not print. Seasonal hires onboarded before January.
  • Tax software environment
    Windows, licenses, printers, and scanners. Application support stays with Drake, Lacerte, or UltraTax.
  • Capacity planning
    VPN, licenses, and workstations sized for the rush — not added in March.

Client files

  • Client-file security
    MFA, least privilege, and email filtering aimed at W-2 phishing.
  • Microsoft 365
    Mail, sharing, and a portal that is not a desktop folder named FINAL_v7.
  • Backups with a pre-season restore test
    We test before January, not after a failure.

People and hardware

  • Seasonal offboarding
    Seasonal staff lose access when the season ends.
  • On-site hardware
    The scanner farm and the one printer everyone needs on April 14.
Accounting firm scan and print station

If the tax software cannot talk to the printer in April, the whole firm hears about it.

How the work is packaged

What we handle for CPA firms

Uptime through busy season, security that survives a phishing test, and restores that have been tried.

All services

Managed help desk

Fast tickets for staff and seasonal hires, including onboarding before the rush.

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Cybersecurity

Email filtering, MFA, and endpoint protection around tax software and client data.

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Backup and recovery

Microsoft 365 and file-level backups with restore tests before busy season.

View service

Network security

Office Wi-Fi, firewalls, and remote access that does not fall over when everyone logs in at once.

View service

Applications we keep the environment ready for

We are not Intuit or Thomson Reuters support. We keep Windows, Microsoft 365, printing, and backups healthy so tax software can work.

  • Drake / Lacerte / UltraTax (environment)
  • QuickBooks
  • Microsoft 365
  • Client portals
  • MFA and email security
  • Busy-season capacity
CPA desk at dusk with client folders and dual monitors

CPA and accounting firm IT support

Secure Techies provides IT services for accounting firms that cannot lose a day in March. From Canoga Park we run help desk, security, and backups for CPA practices and bookkeeping groups across Southern California.

The work looks like other professional services — until busy season. Then every shared login, flaky VPN, and untested backup becomes a filing problem. We plan for that cycle on purpose: restore tests, extra licenses, and seasonal accounts before January.

Who we work with

CPA firms and accounting practices, typically 8 to 60 people, that already know last tax season was held together with overtime and hope. Firms that also practice law often start with our law firm IT work. Wealth-management shops are a better fit for financial services IT.

What is in the plan

  • Help desk through filing season, including after-hours when the software will not print
  • Windows, printers, and scanners around Drake, Lacerte, UltraTax, or QuickBooks — application support stays with the vendor
  • MFA, least privilege, and email filtering aimed at W-2 phishing
  • Microsoft 365 that is not a desktop folder named FINAL_v7
  • A restore test before January
  • Seasonal staff onboarded in December and offboarded when the season ends
  • On-site for the scanner farm and the printer everyone needs on April 14

We help with the technical controls behind IRS Publication 4557 and similar questionnaires. Formal SOC 2 attestation is an auditor’s job.

Coverage and cost

On-site across Southern California from Canoga Park. Remote nationwide. We quote after a free assessment.

Call (818) 431-5607 or contact us.

How an engagement starts

How we prepare a firm

The useful work happens before January.

  1. 01

    Pre-season review

    Restore tests, licenses, patches, and seasonal-hire accounts.

  2. 02

    Lock client data

    MFA, email filtering, and least privilege on tax files.

  3. 03

    Support the floor

    Help desk that understands a deadline is not a preference.

  4. 04

    After-action

    What broke this season, what we change before next year.

CPA firm printer alcove with stacked copy paper

Why this team

Built for professional services, not a call center

Accounting sits next to legal in how we staff it: deadline culture, confidential files, and partners who want a person, not a queue.

  • Busy-season planning

    We schedule upgrades and risky changes outside peak filing windows.

  • Same stack as law firms

    Microsoft 365, MFA, backups, help desk. The difference is tax applications and seasonal staff.

  • Local hardware support

    On-site for workstations, scanners, and the one printer everyone needs on April 14.

  • Clear monthly cost

    Routine tickets inside the plan. Projects quoted separately.

Accounting IT questions

Do you support Drake, Lacerte, UltraTax, or QuickBooks?
We support the Windows environment, Microsoft 365, networking, and backups those applications need, and we work with the software vendor when the issue is inside the product. We do not replace Intuit or Thomson Reuters support.
How do you prepare a firm for tax season?
Restore tests, patch windows, extra licenses, onboarding seasonal staff, and a communication plan for after-hours issues. We do this before January, not during it.
Is client tax data encrypted?
We implement encryption in transit and at rest on the systems we manage, plus MFA and least-privilege access. That is the baseline insurers and clients now expect.
Can you help with SOC 2 or IRS Publication 4557 questions?
We help you answer the technical controls and close gaps. Formal SOC 2 attestation is an auditor’s job. See compliance services.
Where do you support accounting firms?
On-site across Southern California from Canoga Park, remote nationwide.

Other industries

See all industries
Law firms Healthcare Financial services Construction

Ready to talk about your IT?

A free assessment from the Canoga Park team. We will tell you what we would fix first.

Contact us (818) 431-5607