Accounting firms
Tax season does not wait for a computer to be fixed. Your firm has a team that knows the season, the software, and the deadline.
IT support for accounting firms in Orlando, Tampa, St. Petersburg, and Miami.
What the day is like
In February a workstation that will not open the tax software is an emergency, and it is treated as one. Your Concierge Team knows your tax and accounting applications, the vendor behind each, and the client portal your clients upload to. New seasonal staff are set up before they walk in and removed the day they leave. The written security plan the IRS requires exists, and it is true.
The plan most firms choose
Complete with Security + Compliance. Client financial information labeled and protected, records kept as long as the rules require, and the audit trail the FTC Safeguards Rule and IRS Publication 4557 expect a firm to have. Encrypted email for returns, statements, and anything with a Social Security number in it.
The rules we work to
IRS Publication 4557 and the written information security plan it requires. The FTC Safeguards Rule. GLBA. FIPA. SOC 2 on our side.
Questions people ask
Plain answers.
Do you write the IRS written information security plan for us?
Protected Trust helps you write it, and makes it true. The controls IRS Publication 4557 expects are already running, so the plan describes what is in place rather than what you hope to do.
What happens in February when a workstation will not open the tax software?
It is treated as the emergency it is. Someone who knows your applications picks up, and a loaner is on the way if the machine is the problem.
Can you set up seasonal staff quickly?
Yes. Seasonal staff are set up before they walk in and removed the day they leave, with their access and their license.
Can we send tax returns securely?
Yes. Encrypted email for returns, statements, and anything with a Social Security number in it, sent from Outlook with nothing for the client to install.
Let's talk
Thirty minutes with a real person.
Tell us what's going on with your technology, what's working and what isn't. We'll listen, ask a few questions, and tell you honestly whether we're the right fit. No slides, no pitch. If we can help, we'll say how. If we can't, we'll point you to someone who can.
Reach out, any way you like. A real person will answer.
Based in downtown Winter Haven since 1996, with offices in Orlando, Tampa, St. Petersburg, and Miami, serving businesses across Florida.