IT for accounting and finance, built for tax season

Accounting firms have a workload shape almost no other industry shares. For roughly ten weeks the tolerance for any disruption approaches zero, and for the remainder of the year there is genuine room to make changes. A provider who does not plan around that distinction will eventually schedule something catastrophic in early March.

We freeze changes during your season

No non-essential changes between late January and the filing deadline. Backup frequency increases. Response is prioritized. Any project that can wait until May waits until May. This is scheduling discipline rather than technology, and it matters more to accounting clients than most technical decisions we make on their behalf.

QuickBooks and multi-user

Most QuickBooks problems are network and hosting problems rather than accounting problems. Slowness, dropped users and file-in-use errors typically trace to the company file being on a wireless connection, Database Server Manager not running correctly, folder permissions, or a file large enough to need condensing. All four are fixable and all four are commonly missed.

Client data is the risk surface

You hold financial records, Social Security numbers and banking details for hundreds of clients, which makes you a materially attractive target. The IRS requires a written information security plan for tax preparers, and cyber insurers ask specific technical questions. We implement the controls and document them in the form those requirements expect.

Capacity for the peak

Systems sized for October will struggle in March. We plan capacity around your peak rather than your average, which occasionally means paying for headroom that sits unused for eight months. That is the correct trade in this sector.