CPAs & Professional Services
Your busiest season shouldn't be your IT's busiest season.
Managed IT for CPA firms, bookkeepers, consultants, and owner-run professional firms that handle confidential client information and can't afford downtime near a deadline.
Pressure points
What your clients trust you with, we help you protect.
Deadline-season uptime
We handle updates, hardware replacements, and changes before tax season, not during it.
Secure client file sharing
Client portals and encrypted sharing in place of email attachments.
Tax and accounting software
We support the applications you already use and coordinate with their vendors.
Remote and seasonal staff
Secure access for staff working from home, and quick setup when seasonal help joins.
Payment and wire fraud
Training and simple verification steps, like calling back on a known number whenever bank details change.
Data protection requirements
Firms that handle tax data are expected to have a written security plan. We help you put the technical pieces in place and document them.
Proof
CPA firms are one of our strongest areas.
[CPA client story or quote — to confirm with Twin Pines]
Related services
Stop thinking about IT.
Get a free assessment. You'll walk away with a written report and a plain-English roadmap, whether or not you hire us.