(281) 978-5138Free Assessment

Greater Houston Area

All Industries
CPAs & Accounting

IT that scales with
tax season.

Your busiest weeks are the worst time for IT failures. We build systems that handle the surge — and keep your client data locked down year-round.

Tax season doesn't wait for IT fixes. When every deadline matters and every client file is confidential, your technology needs to be bulletproof.

8+

Years IT experience

0

Acceptable data breaches

<15min

Response target

100%

Uptime during tax season

We understand your challenges

Your industry is
different.

Generic IT providers treat every business the same. We don't. We know the tools, the regulations, and the daily challenges specific to your industry.

Tax season IT failures

Your systems can't afford downtime from January through April. Server crashes, slow networks, and software issues during peak season cost you clients and revenue you can't recover.

Sensitive client data exposure

You handle Social Security numbers, bank accounts, and financial records for hundreds of clients. A single breach triggers notification requirements, lawsuits, and loss of client trust.

Multi-location access headaches

Partners working from home, staff at satellite offices, remote preparers — everyone needs fast, secure access to the same client files and applications without VPN nightmares.

Scaling staff without scaling IT costs

Seasonal hires need full system access on day one and secure offboarding when they leave. Adding users shouldn't require new servers or expensive license overhauls.

Compliance & Regulations

IRS compliance, handled.

The IRS requires tax professionals to implement specific data security measures. We build and maintain the technical controls that keep you compliant — and we document everything for auditors.

IRS Publication 4557 — Written Information Security Plan (WISP) technical controls and documentation
FTC Safeguards Rule — Required security measures for financial data including encryption and access controls
AICPA SOC 2 readiness — Technical controls, monitoring, and audit trails for SOC compliance
State Board of Accountancy requirements — State-specific data protection and retention obligations
Cyber insurance compliance — MFA, endpoint protection, backup verification, and incident response documentation
Your tools, our expertise

We know your software

QuickBooksSageCCH AxcessDrake TaxLacerteUltraTax CSProConnectMicrosoft ExcelSharePointOneDrive
FAQ

Questions from
cpas & accounting.

Yes. We work with CCH Axcess, Drake, Lacerte, UltraTax CS, ProConnect, and other major tax preparation platforms. We handle installation, updates, integration, and troubleshooting.

We set up cloud-based infrastructure that scales with your team. Adding seasonal users takes minutes, not days. When tax season ends, we scale back down so you're not paying for unused licenses.

Yes. We implement the technical controls required by IRS Publication 4557 and help you develop your Written Information Security Plan (WISP). We also document everything for auditors and insurers.

Our proactive monitoring is designed to prevent that. But if something does fail, critical issues get immediate response — our target is under 15 minutes. We also maintain verified backups that can restore your environment quickly.

Absolutely. We set up secure cloud access to your applications and files from any location. MFA, encrypted connections, and mobile device management keep everything secure.

Predictable monthly per-user pricing. No surprise invoices, no hourly billing. Tax season support is included — we don't charge extra when you need us most.

Ready to upgrade your IT?

Free assessment tailored to your industry. No commitment, no pressure — just a clear picture of where you stand.