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Accounting IT Services
We handle the technology and security your accounting firm relies on, so you can focus on your clients.
IT Built For The Way Accounting Firms Like Yours Operate
An accounting firm lives by its deadlines, and during tax season there is no room for downtime. A day lost to a crashed system or a locked file is a day of returns that did not get filed.
We keep your firm running and your clients' financial data protected. From your tax software to your email, we look after the technology your practice depends on, so your team can focus on the numbers, not on IT. We also help you plan ahead with reliable backups, proactive maintenance, cybersecurity, and responsive support that keeps your systems stable, compliant, and ready for every busy season, not just when something goes wrong.
What Our Accounting IT Services Do For You
Keep your tax, accounting, and billing software running when it matters
Protect the financial records and Social Security numbers clients hand you
Help you meet the written security plan the IRS now requires
Reach a real technician fast when a problem hits mid-deadline
Back up your data so a crash or attack never loses a client return
schedule an appointment today
What our satisfied clients have to say…
It’s one thing for us to tell you what a meaningful change we can be for your business. It’s another thing to let our clients tell you themselves.
“ServantecGlobal has given us stability and peace of mind when it comes to our technology needs. They are always available when we need them and allow our work to continue smoothly with little to no interruptions.”
DR. SUNNY, COO
Rosy Health Care Services, Inc.
“IT, these days, is more important than ever. The team is accessible, versatile and creative; they not only kept us online but we flourished because of their support. Without them the pandemic would have looked very different for us.”
NICOLE
Director of Client Relations - Ecoteam
“Chris is truly one of the smartest people I've ever met, especially when it comes to technology vision and solutions. (...) He's a pleasure to work with and I'd highly recommend him in almost any leadership capacity for any IT related endeavor.”
SCOTT VAN VALKENBURGH
Ploom Inc.
How We Keep Your Firm Running Smoothly
An accounting firm cannot stall, especially when deadlines are stacking up. We keep the systems your team relies on running, protect the financial information clients hand you, and make sure nothing gets lost, so your firm keeps moving through even the busiest weeks.
Up When You Need It
We keep your tax, accounting, and billing software running through the day, so a frozen screen or a slow network never costs you returns when the deadline is bearing down.
Client Data Stays Safe
We protect the financial records and details your clients hand you, so the Social Security numbers and bank information in your files do not end up in the wrong hands.
Nothing Important Lost
Your returns, working files, and email are backed up and recoverable, so a crash, a deleted folder, or a ransomware attack never costs you the records at the worst time.
Help Without The Wait
When something breaks in the middle of a filing, you reach a real technician who fixes it fast, because your firm cannot sit on hold while a deadline ticks down.
Why You Might Need Support
Trying to manage your own IT—or relying on inconsistent help—can waste time, stall productivity, and leave you exposed to avoidable issues. Even small problems can snowball without proper oversight, costing you money and creating daily frustration.
With managed IT services, you gain consistent support, fewer tech headaches, and more time to focus on running your business. Whether you're dealing with outages, updates, or everyday questions, we make sure nothing falls through the cracks.
Why You Should Choose Us
We built our managed IT services for small businesses that need more attention, not more complexity. Our size lets us stay close to your systems, respond faster, and offer support that feels personal—not like a script from a giant call center.
When you work with us, you’re not chasing down answers or repeating yourself to new techs. You get a consistent team that knows your setup, tracks your needs, and delivers reliable IT services without the runaround. We keep it simple, steady, and smart.
Managed IT and Helpdesk
Keep Your Firm Running When Every Deadline Truly Counts
An accounting firm has a rhythm, and at its peak there is no slack. When a return is due and the tax software freezes or the network crawls, the whole office feels it. We keep the technology your firm runs on working through that crunch, and handle the daily problems before they reach your desk. When something breaks, your team reaches a real technician who fixes it fast, not a ticket that waits. The point is to keep your people filing and serving clients, not fighting their computers.
Most firms do not have IT staff, so a frozen program or a printer that quits becomes someone's problem at the worst possible time, usually a partner or office manager who should be working. We take that off them. Your systems are watched and kept current in the background, updates land after hours instead of mid-deadline, and real help is a quick call away when you need it most, a deadline or not.
Keep your tax, accounting, and billing software running through even your busiest weeks of the year
Reach a real technician fast when a problem hits in the middle of a deadline
Free your team from troubleshooting, so they can keep filing returns and serving your clients
Client Financial Data Security
Protect The Sensitive Financial Data Your Clients Trust You With
Your files hold what criminals are after: Social Security numbers, bank details, full financial histories. That makes an accounting firm a serious target, and a breach here shakes the trust your clients place in you. We protect that data with layered security sized for your firm: locking down where it lives, controlling who can see what, watching for threats, and training your team to spot the scams aimed at tax preparers. The goal: keep client data private and your firm out of a breach.
Tax season makes the risk worse, because the work is fast, the volume is high, and a convincing phishing email is easy to click when you are buried. We plan for that. We put real protection around your client data and keep it working year-round, then tighten the human side with training before the busy months, so a rushed click does not hand a criminal a client's identity and your firm a very bad week.
Lock down every device and system where your clients' financial records are stored or kept
Control who can see which client files, so the access fits each person's specific role
Train your whole team to spot the phishing and refund scams aimed at tax preparers
Backup and Disaster Recovery
Never Lose A Return, A Record, Or A Hard Deadline Again
Losing client files in an accounting firm is a nightmare, especially mid-season: a failed server, a ransomware lockout, or a simple deletion can put returns out of reach when you need them. We make sure that does not derail you. Your returns, working files, and email are backed up automatically, kept safely offsite, and proven with real test restores, so you recover fast from almost anything. If the worst happens, we follow a recovery plan built with you in advance to get you back to work.
Plenty of firms assume their backups are fine until the day they reach for one and find it failing. We never leave that to chance. Your backups run on their own, get checked regularly, and are tested by actually restoring files, not just trusting a green light. We also plan for the larger disruptions, so a fire, a flood, or a locked-up server during tax season does not put your firm out of action.
Back up your returns, working files, and email automatically, and keep the copies safely offsite
Prove the backups actually work with real test restores, not just a green status light
Recover quickly from an accidental deletion, a failed hard drive, or a full ransomware attack
Security Compliance and Your WISP
Meet The Security Rules The IRS Now Holds Your Firm To
If your firm prepares tax returns, the IRS and FTC now require you to have a written information security plan, often called a WISP, and to follow it. For most firms that rule landed with little warning. We make it manageable. We help you build a real security plan that fits your firm, put the protections behind it actually in place, and keep the documentation current, so when a client or the IRS asks, you have a genuine plan.
A security plan only counts if it reflects how your firm really works and the protections it describes are truly running. We handle both. Because we also manage your technology, the safeguards your WISP promises are actually in place, not just written down, and we keep the plan updated as your firm and the rules change. That turns compliance from a box you hope holds up into something you can stand behind.
Build a real written security plan that fits your firm and actually meets the rule
Put the protections that your plan describes actually in place, not just down on paper
Keep the plan and its supporting proof current as your firm and the rules change
Why Accounting Firms Choose Us
A general IT company can keep your computers on, but an accounting firm needs more. You need client financial data protected, a security plan that satisfies the IRS, and people who understand that a system down during tax season is a genuine emergency.
We Get Tax Season
We work with accounting firms, so we understand that the weeks before a deadline are not the time for surprises, and we make sure your systems are ready and watched when the workload peaks each year.
Sensitive Data, Protected
The Social Security numbers and financial records in your files are exactly what criminals want, so we protect them with serious security and treat a breach of client data as the serious event it truly is.
Compliance Made Simple
We help you meet the written information security plan that the IRS and FTC now require, and we keep it current for you, so you stay compliant without having to become an expert in security yourself.
One Team For It All
Your IT, your security, and your compliance all come from the same people, so nothing ever slips between vendors and you are never explaining your firm to someone new in the middle of your busy season.
FAQs About Our Accounting IT Services
Will You Work With The Tax And Accounting Software We Already Use?
In almost every case, yes. We start by learning the tax, accounting, and billing software your firm already runs on, and our job is to keep it working well, not to replace it. We support the tools your team knows and work with your software vendors when an issue is on their end. If something in your setup is creating a real risk or slowing you down, we will tell you plainly, but the choice stays yours.
Can You Keep Us Up And Running Through Tax Season Without Downtime?
That is exactly what we plan for. Before the busy months, we make sure your systems, backups, and protections are solid, so problems are far less likely when you cannot afford them. We watch your systems through the season and respond fast when something does come up. No one can promise zero downtime, but we work to keep it rare, short, and never the thing that holds up a filing.
What Is The Written Security Plan The IRS Now Requires Of Us?
The IRS and FTC require tax preparers to keep a written information security plan, often called a WISP, that spells out how you protect client data and what you do if it is breached. It is not optional, and a template you never follow does not count. We help you build a real one that fits your firm, put the protections it describes actually in place, and keep it current as things change.
How Do You Protect Client Social Security Numbers And Their Financial Records?
We protect that data on several fronts at once. We secure the devices and systems where it lives, control who can open what, encrypt sensitive files, and watch for threats around the clock. We also train your team, because a rushed click during tax season is how a lot of breaches start. The aim is simple: keep the most sensitive details your clients share with you out of the wrong hands.
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