Accounting

Accountants & CPA Firms

Secure, audit-ready IT for the firms that handle everyone's books.

Managed IT, cybersecurity, and practice-tech for CPA firms, bookkeepers, and tax practices — hardened for IRS Pub 4557 / WISP, SOC 2, and client data confidentiality.

Request a scoping call See case studies

100%

WISP + Pub 4557 alignment

-62%

tax-season IT tickets

4 hr

recovery time objective

Who we serve in accounting

CPA Firms

Audit, tax, and advisory practices with hybrid staff and secure client portals.

Bookkeeping & Outsourced Accounting

QuickBooks / Xero / NetSuite hosting with role-based access.

Tax Practices

Season-scale desktop / VDI, e-file security, and multi-factor client uploads.

Fractional CFO / Advisory

Client-specific data rooms, dashboards, and financial reporting.

IT services we deliver

Written Information Security Plan (WISP) & IRS Pub 4557
SOC 2 readiness and IT general controls
Managed cloud desktops / VDI for tax season
Secure client portals and encrypted document exchange
M365 / Google Workspace hardening + MFA
Backup, DR, and 7-year retention policies

Industry-tuned CRM + POS

Practice CRM with client onboarding and engagement tracking
Workflow + deadline management across returns and audits
Client billing, retainers, and time capture
Document management with audit trails and e-signature

Ready to modernize your accounting tech stack?

Book a free scoping call — we'll map an approach for your operation.

Request a scoping call

Other industries

Smoke Shop

Smoke Shop & Cannabis

From distributor warehouses to the countertop.

Wholesale

Wholesale & Distribution

Warehouse, route, and B2B portal — one system of record.

Restaurants

Restaurants & Food Service

One kitchen, every channel, real margins.

Retail

Every store, every channel, one source of truth.

E-Commerce

E-Commerce & DTC Brands

A storefront that scales — and a stack that behaves.

Hotels

Hotels & Hospitality

From booking to checkout, one guest record.