CPAs & Accounting Firms
Tax season is hard enough
without IT in the way.
We keep accounting firms running through the crunch, secure remote access, protected client data, an IRS-compliant WISP and practical AI for the work between deadlines.
Your calendar
is different.
So is your risk.
A CPA firm's worst-case weeks are scheduled a year in advance, and attackers know the schedule as well as you do.
- 01
The IRS requires a WISP.Every tax preparer needs a written information security plan under Publication 4557 and the Safeguards Rule. We write it, implement it and keep it current.
- 02
Attacks are timed to deadlines.Fake IRS notices, spoofed client emails, bogus e-file alerts, phishing spikes exactly when your team is busiest and most likely to click.
- 03
Downtime in March costs more than downtime in June.Support has to match your calendar, heavier coverage, faster response and zero patching surprises in season.
- 04
AI is showing up in accounting work.Drafting letters, summarizing guidance, cleaning workpapers, useful, if firm and client data stay inside the guardrails.
What we deliver.
Built around the season, and the quiet months between.
Season-aware support
24/7 help desk with change freezes and priority response during filing season, problems fixed in minutes when minutes matter most.
WISP and IRS alignment
The written plan, risk assessment and controls Publication 4557 expects, documented and refreshed every year.
Secure remote access
VPN or virtual desktops for partners, staff and seasonal preparers, client data reachable from anywhere, stored nowhere it shouldn't be.
Immutable backups
Tax software, workpapers and email backed up with copies ransomware can't touch, and restores tested before season, not during.
Wire-fraud and phishing defense
Email protection plus training drills on the client-impersonation and refund scams aimed at preparers.
Governed AI for the firm
An AI use policy, training and client-safe tools, so the efficiency shows up without the exposure.
Where AI earns its keep
in an accounting firm.
Examples of automations and agents we build, deploy and govern for firms like yours, starting points, not limits.
Client document chaser
Missing tax documents requested, tracked and re-requested automatically, the season's biggest time sink, off your staff's plate.
IRS notice response drafts
Client notices summarized and response letters drafted from your templates, ready for the CPA's review and signature.
Workpaper summarization
Long documents, prior-year files and client records distilled before engagement work starts.
Bookkeeping cleanup assistant
Transaction categorization suggested and anomalies flagged, review work instead of data entry.
Engagement letter automation
Letters generated, sent and tracked to signature from your templates as returns and engagements open.
Research assistant
Guidance and regulations summarized with sources cited, a first pass for the professional's judgment, never a substitute.
A firm that runs
through the crunch.
The outcome is a season where the systems keep pace with the workload, and a WISP you can hand to anyone who asks.
- A current WISP and documented safeguards
- Priority support when the deadline is real
- Seasonal staff productive on day one
- Backups tested before busy season, every year
- AI helping with the work between deadlines
Ready to talk it through? Book time with our team.
Make this the last season
you fight your systems.
Thirty minutes on your firm, your season and where the gaps are. No pitch deck, no obligation.
- Based in Freehold, NJ, serving clients across the U.S. since 2008
- 24/7 coverage from our team in Freehold, New Jersey
- Certified Microsoft Solutions Partner, no hidden fees
“Their expertise has allowed us to scale efficiently, maintain compliance, and focus on our core business objectives.”
FAQ
Questions we hear first.
Do you work with CPA and accounting firms in New Jersey?
Yes. We have supported CPA and accounting firms across Monmouth, Middlesex and Ocean County since 2008, and serve clients nationwide remotely. Our team understands the systems, workflows and compliance pressures specific to your industry.
What does managed IT cost?
Managed IT starts at $150 per user per month and includes the 24/7 help desk, monitoring and maintenance, cybersecurity, backups, Microsoft 365 support and vCIO strategy. Projects are scoped and quoted flat-rate before any work begins, no hidden fees.
How fast do you respond when something breaks?
Our help desk answers 24/7 from our team in Freehold, NJ, not an outsourced queue, with a response within 10 minutes, any hour. Most issues are resolved the same day unless the problem is genuinely complex.
Can you help CPA and accounting firms adopt AI safely?
Yes. We start with a free lunch & learn and AI assessment, then put a written AI use policy and guardrails in place before any rollout, so your team gets the productivity without exposing client or regulated data.
How do we get started?
Book a free 30-minute strategy session with our CEO, Sanjay Khosla. We talk through your business, your systems and your goals, then put a written quote in front of you. No pitch deck, no obligation.