IT for Miami accounting firms
Tax season is 90 days of no-mistakes-allowed pressure. We keep QuickBooks, Drake, ProSeries, and Lacerte running, your client data IRS-compliant, and your servers up through every 11pm filing rush — so you bill out the hours instead of debugging printers.
The 3 IT pains that hurt accounting firms most
QuickBooks multi-user breaks during the worst week
It happens every April. QB Database Server stops responding. Five seats locked out. Three deadlines tonight. We engineer hosted QB or self-hosted with proper multi-user mode + nightly backup tested + the QB ecosystem (Karbon, Practice CS, Drake) integrated to actually talk to each other.
IRS Publication 4557 is non-optional and most firms fail it
If you transmit returns electronically, the IRS requires a written security plan covering encryption, access controls, employee training, breach response, and vendor management. Most firms have… nothing. We write yours, deploy the controls, and document everything for the inevitable audit.
Client document collection is a security nightmare
W-2s and 1099s emailed as PDFs. SSNs in attachments. Spouses CCing each other. We deploy a proper secure client portal (SmartVault, ShareFile, Liscio) + DLP on inbound email + automated scrubbing so unencrypted SSNs never sit in your inbox waiting for a breach.
We cover your industry's required frameworks.
Required for any paid preparer. We write the plan, deploy the controls, and produce the audit-ready binder.
Updated 2023 — requires designated Qualified Individual + risk assessment + 8 specific controls. We are your Qualified Individual.
Florida-specific written plan documenting how you protect client info. We provide the template + tailoring.
For firms taking client payments. Network segmentation + tokenization to minimize scope.
Full managed IT for accounting firms
- QuickBooks expertise — Desktop, Online, Enterprise. Hosted (Rightworks, Cetrom) or self-hosted with proper multi-user mode. Database repair when corruption hits.
- Tax software support — Drake, ProSeries, Lacerte, UltraTax, ATX — Configuration, e-file diagnostics, integration with QuickBooks/practice management.
- Secure client portal deployment — SmartVault, ShareFile, Citrix ShareFile, Liscio, or Suralink. Configured for IRS compliance and your actual workflow.
- M365 for accountants — Exchange Online with DLP rules that block SSNs in outbound email, MFA enforced, conditional access.
- Backup tested for tax-season survival — Image + file + database backups, restore-tested monthly. When your server dies April 13th, we are back online same day.
- Tax-season 24/7 surge support — February through April: we are on call 7am-midnight, weekends included. The rest of the year: standard SLA.
- Server / desktop fleet management — Patches, antivirus, monitoring, automated maintenance windows. We touch each machine quarterly.
We are not generalists playing at business IT.
We support 11 Miami accounting firms today — from solo CPAs in Coral Gables to a 40-seat firm in Doral handling LATAM corporate tax. Our lead built the IT stack for a Top-200 firm in Miami before joining us. We know which printer driver breaks Drake, why ProSeries can't see the network share, and which version of QuickBooks Database Server crashes on Windows Server 2022. Bilingual EN+ES, IRS-aware, tax-season-tested.
What accounting firms ask us most
Can you survive the tax-season surge?
Will you write our IRS Pub 4557 / FTC Safeguards plan?
Can you migrate us off our existing IT provider?
What about hosted QuickBooks vs self-hosted?
Our partner uses a Mac. Will that be a problem?
Let's talk about your IT?
Free initial audit. No commitment. No spam.