IT Support Built for Small and Mid-Sized Accounting Firms
Simple, secure, and predictable IT services designed for small and mid-sized accounting practices that must protect client data, stay compliant, and avoid downtime during busy seasons.
If you run a small or mid-sized firm, you need systems that just work, one place to request help when something breaks, and clear costs without surprise bills.
No commitment. Clear recommendations tailored to your accounting practice.
Led by a CISSP and CISM with experience supporting professional services firms.
Why Small and Mid-Sized Accounting Firms Work With Us
When you manage tax returns, financial records, and confidential client data, the stakes are high. Your systems need to be reliable, secure, and easy for your staff to use. We focus on what matters most to firm owners: stability, confidentiality, and support you can trust during your busiest times.
We work with solo CPAs and small to mid-sized firms that need reliable IT without the complexity or cost of a large IT department.
Protecting Client Confidentiality
We secure the sensitive financial and tax information your clients trust you with. We lock down access to your systems and watch for suspicious activity so your clients’ data stays private, and you can meet insurance and client expectations.
Compliance Awareness
We set up sensible security controls and documentation so you can answer client and insurance security questionnaires without guessing.
Tax Season Reliability
We stabilize your systems and monitor them so you avoid outages, slowdowns, and tech frustrations during filing season when every minute counts and every hour of downtime is lost revenue.
Straightforward Support
Unlimited business hours help desk backed by clear SLAs. Remote first, onsite when needed. Support designed to keep your team productive without surprise fees. Most issues are resolved remotely in minutes so your staff can stay focused on client work.
IT Services Designed for Small and Mid-Sized Accounting Firms
We provide the essential IT and security services your firm needs to stay productive, protect data, and support your staff throughout the year.
Security for Client Financial Data
As a professional services firm, you cannot afford a breach. We focus on keeping your clients' financial and tax information private and out of the hands of cybercriminals, without making day-to-day work harder for your staff.
- Advanced protection on each computer to block ransomware and other attacks
- Email and phishing protection so staff are less likely to click something dangerous
- Encrypted storage and secure ways to share returns and documents with clients
- Simple security training so your team knows what to watch out for
Managed Help Desk
Fast, reliable support that keeps your practice running smoothly. We handle the daily issues so you can focus on clients and deadlines.
- Unlimited business hours support
- One place to request help with almost any technology issue so you don’t have to juggle multiple vendors.
- Support for Lacerte, Drake, QuickBooks Desktop, and other tax or accounting software
- Staff onboarding and offboarding support
- Optional extended hours during tax season
Backup and Continuity
Your client data, engagement files, and tax documents need to be recoverable at all times. We ensure your backups work and can be restored quickly if needed.
- Daily monitored backups
- Regular restore testing and verification
- Offsite backup options for added protection
- Clear expectations for how fast we can get you back up if something fails
Device and Software Management
We keep your systems updated, secured, and standardized so your staff can do their work without interruptions from preventable IT problems.
- Secure device configuration and encryption
- Patching and software update management
- We keep track of your software licenses so you are properly licensed and avoid last-minute surprises
- Secure disposal and data sanitization for retired devices
How We Work With Your Firm
Our approach is practical and straightforward. We focus on stabilizing your environment, strengthening your security, and supporting your team with predictable, reliable service.
Assess
We review your systems, identify risks, and outline practical steps to strengthen your environment and reduce surprises.
Strengthen
We secure your systems, standardize how things are set up, and put in place practical protections that fit how small and mid-sized firms work.
Support
We manage your day-to-day IT operations, monitor systems, and provide reliable help desk support so you can focus on serving clients.
We will review your environment and give you straightforward recommendations based on your firm's needs.
What Accounting Firm Owners Say
"Managing technology is vitally important to the success of my firm and the security of my data, so I am particular about any IT company I hire. For over a year now, Foxtrot 7 Tech has provided me and 5 employees with hardware installation, software installation, unique ad-hoc projects, and hours of invaluable consulting."
Frequently Asked Questions From Accounting Firm Owners
Yes. We support the tax preparation and accounting software firms actually rely on, including Lacerte, Drake, UltraTax, ProSeries, CCH Axcess, QuickBooks Desktop, and QuickBooks Online. We do not replace your software vendor relationship. We make sure these applications run reliably, integrate with your other systems, and stay protected from data loss.
Yes. IRS Publication 4557 requires tax preparers to have a Written Information Security Plan, and the FTC Safeguards Rule under Gramm-Leach-Bliley applies similar obligations. We help firms document and implement the security controls needed to support these requirements, including risk assessments, employee training, access controls, and incident response procedures. We do not replace your legal or compliance counsel, but we provide the technical foundation those plans depend on.
Tax season is the most operationally important period of the year for accounting firms, and our support model reflects that. We monitor systems continuously, respond quickly during business hours, and offer extended-hours coverage when firms need it. We work with you ahead of busy season to verify backups, patch systems during low-impact windows, and confirm that critical applications are stable before the workload peaks.
We secure the financial and tax information your clients trust you with through layered protection: secure device configuration, multi-factor authentication, monitored endpoint security, encrypted storage, and regular backup verification. We design the controls to meet professional and regulatory expectations without making daily work harder for your staff.
Yes. Cyber insurance underwriters and corporate clients increasingly ask accounting firms to demonstrate specific security controls. We help you maintain the documentation and evidence needed to answer those questions accurately, including multi-factor authentication, endpoint protection, backup procedures, and security awareness training records.
We respond to most issues within an hour during business hours, with critical outages escalated immediately. Our 24x7 support tier provides after-hours coverage for firms that need it during tax season or for time-sensitive work. Most issues are resolved remotely within minutes.
We work alongside existing IT staff, take over from a previous provider, or start fresh. During the free assessment, we discuss your current setup and recommend a path that fits your firm. We never contact your existing provider without your permission, and we respect any contracts already in place.
We provide a documented process for adding and removing users, which is especially important for firms that bring on seasonal staff during busy season. Onboarding includes device setup, account creation, and access provisioning. Offboarding includes account deactivation, data preservation, and access revocation. This protects the firm and supports your data security obligations.
Yes. We understand the specific risks tax preparers face, including credential theft tied to e-filing, fraudulent return filings, business email compromise targeting tax preparers, and the IRS guidance issued through Publication 4557 and the Security Six. Our security work addresses these risks directly.
Pricing is based on the number of users, devices, and the level of support and security you need. Most small and mid-sized accounting firms fall within a predictable monthly range that is straightforward to budget around. We provide a clear quote during the assessment, with no hidden fees, and we explain exactly what is and is not included.
We use month-to-month service agreements after an initial onboarding period. We do not believe in long lock-in contracts. If the relationship does not work for any reason, we provide an orderly transition, including documentation handoff and assistance with your next provider.
Get Your Free IT Assessment
See how we can help your accounting practice.
We will review your IT environment, identify security and compliance opportunities, and share practical recommendations tailored to your firm.
No pressure, no jargon, just clear guidance designed for small and mid-sized accounting practices.