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."
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.