IT support for accounting firms in Miami, ready for tax season
From January to April, a slow server or a locked-out preparer costs real money. We provide IT support for accounting and CPA firms in Miami-Dade and Broward, and keep your tax software, client files and security plan in order all year.
Your tax tools, set up right
Installs, updates and multi-user setup for the programs your preparers use every day.
Your written security plan (WISP)
Tax preparers must keep a written information security plan under the FTC Safeguards Rule (see IRS Publication 4557). We help you write it and put the safeguards in place.
- Multi-factor sign-in for every preparer
- Encrypted backups of client files
- Access removed the day someone leaves
Client data protected, all year
Before tax season
Software updated, user accounts checked, backups tested, so January starts clean.
During tax season
Fast response when a preparer is stuck. On-site when it matters.
After April
Review what slowed you down and fix it before next season.
Everything your firm needs, in one monthly plan
Help desk for every preparer
Call, email or open a ticket. Business hours Monday–Friday, 8am–5pm; email and tickets open 24 hours.
On-site when it matters
Visits across Miami-Dade and Broward when something can’t be fixed remotely.
Tax software kept ready
Drake, ProSeries, ProConnect, CrossLink and QuickBooks installed, updated before the season, and set up for several users.
Security on every computer
Antivirus, security updates, and multi-factor sign-in for email and remote access.
Backups checked, not just made
Client files backed up off-site and test-restored, so you know they come back.
Your WISP kept current
We help you write your security plan and update it when your office changes.
What the IRS and the FTC expect from your firm
Tax and accounting firms keep some of the most sensitive data there is: Social Security numbers, bank accounts, income. That’s why the law treats them like a financial institution.
- The FTC Safeguards Rule applies to tax preparers: a person in charge of security, a written risk assessment, multi-factor sign-in, encrypted client data, staff training and a plan for when something goes wrong.
- A written security plan (WISP) puts all of that on paper. The IRS explains it in Publication 4557 and gives a template in Publication 5708.
- When you apply for or renew your PTIN, the IRS asks you to confirm you know your data security duties (Form W-12).
- If the data of 500 or more people is stolen, the FTC must be told within 30 days. Florida law also asks you to tell affected Florida residents, usually within 30 days.
Your plan matches your office
We set up the safeguards, help you write and keep the plan, and keep a record of what was done.
This is a plain summary, not legal advice. Your accountant or attorney has the final word on what applies to your firm.
- Multi-factor sign-in for every preparer
- Encrypted backups of client files
- Access removed the day someone leaves
- A yearly review before tax season
IT for accounting firms: what owners ask us
Do you work with our tax software?
Yes: Drake Tax, Intuit ProSeries, ProConnect, CrossLink and QuickBooks. We install it, keep it updated, and set up shared data folders so several preparers can work at once. If a program needs its vendor, we call them for you.
Can our preparers work from home during tax season?
Yes, safely. We set up secure remote access with multi-factor sign-in, so client files stay protected and never sit loose on a home computer.
What is a WISP, and do we really need one?
It’s your firm’s written information security plan. If you prepare tax returns for pay, the FTC Safeguards Rule requires one. We help you write it and put the safeguards it describes in place.
What happens if a laptop with client files is lost or stolen?
With encryption and remote sign-out set up, the data on it can’t be read. We also cut off its access right away and help you decide whether anyone needs to be told.
How fast do you respond in tax season?
The same business day. Problems that stop a preparer from working come first.
How much does it cost?
Three ways: On-Demand has no monthly fee ($100 an hour remote, $125 an hour on site). Proactive Managed IT is $40 per computer per month. Fully Managed IT is $120 per computer per month, with the labor included. See the Managed IT plans, or ask for a free estimate.
What areas do you serve?
All of Miami-Dade and Broward, including Hialeah, Hialeah Gardens, Miami Lakes, Doral, Miami Springs, Medley, Opa-locka, Miami Gardens, Palm Springs North and Country Club and the cities around them. We come to your office for on-site work, and remote help reaches you anywhere.
Want a second look at your office before next season?
We visit, check your computers, network and security plan, and give you a written recommendation.