IT Services for Accounting Firms | World Class Digital

Your Clients Trust You with Everything

Financial data. Tax returns. Social Security numbers. Bank accounts. Your clients trust you with their most sensitive information. We help you protect it.

From SOC 2 compliance to tax season infrastructure that doesn't buckle under pressure, we provide IT services designed specifically for accounting and CPA firms.

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Services

Accounting Firm IT Services

SOC 2 Compliance

Achieve and maintain SOC 2 Type I and Type II compliance. Gap assessment, control implementation, and audit preparation.

Secure Client Portals

Encrypted file sharing and document exchange. Replace insecure email attachments with client portals that protect sensitive data.

Tax Software Optimization

Support for CCH, Thomson Reuters, Intuit ProConnect, and other tax platforms. Performance tuning and integration management.

Financial Data Security

Encryption, access controls, and monitoring designed for firms handling PII and financial data. Meet client security requirements.

Tax Season Infrastructure

Scale-ready systems that handle the busy season crunch. Remote access, performance optimization, and on-call support when you need it most.

Managed IT Services

Complete IT management so your team can focus on clients. Helpdesk, monitoring, maintenance, and strategic guidance.

Compliance

SOC 2 Expertise

Enterprise clients increasingly require SOC 2 compliance from their accounting partners. We help you achieve certification efficiently.

Gap assessment against Trust Services Criteria
Control implementation and documentation
Policy and procedure development
Evidence collection and audit preparation
Auditor coordination and support
Ongoing compliance management

Software

Platforms We Support

CCH Axcess

Wolters Kluwer

UltraTax CS

Thomson Reuters

ProConnect

Intuit

QuickBooks

Online & Desktop

Challenges

Accounting Firm Pain Points We Solve

Tax Season Slowdowns

Systems that crawl when you need them fastest. We optimize infrastructure for peak performance during busy season.

Phishing Attacks

Accounting firms are prime targets. We implement email security, training, and monitoring to protect your firm.

Insecure File Sharing

Clients emailing tax documents? We set up secure portals that make secure sharing easy for clients and staff.

Remote Work Challenges

Secure access from anywhere. We enable productive remote work without compromising data security.

Client Security Requirements

Enterprise clients demanding security questionnaires? SOC 2? We help you meet their requirements.

Integration Headaches

Tax software, practice management, portals, and accounting platforms that don't talk to each other. We connect them.

FAQ

Accounting IT Questions

It depends on your client base. If you serve enterprise clients, they increasingly require SOC 2 from service providers. Even if not required today, SOC 2 demonstrates your commitment to security and can be a competitive differentiator.

We understand the critical nature of tax season. Our accounting clients receive prioritized support during busy season, extended hours coverage, and proactive monitoring to prevent issues before they impact your work.

Yes. We have a structured transition process that minimizes disruption. We'll coordinate with your current provider, migrate systems methodically, and ensure no data is lost in the transition. Most transitions complete in 30-60 days.

Technology for Accounting Firms