Managed IT Services for Accounting Firms & CPAs

In today's fast-paced accounting environment, ensuring the security, efficiency, and reliability of your IT infrastructure is crucial.

Book a Consult

Empowering Accountants & CPA Firms

Preactive IT Solutions offers comprehensive managed IT services and support tailored specifically for accounting firms and CPAs. We have extensive experience providing expert technical support for accounting software. Systems include CCH ProSystem, Drake, Thompson UltraTax CS, QuickBooks Enterprise and Accountant Editions, and Lacerte. With over 20 years of experience, we can support and understand the unique needs of accountants and CPA firms and tailor our services to optimize these systems within your specific environment, whether it be on-premise servers, workstations, or cloud-based solutions.

Accounting firms should partner with a reliable IT provider for smooth operations and security. A trusted IT consultant can offer technical support tailored to the needs of accountants, ensuring that technology struggles are minimized. Using sophisticated cyber security solutions and 24/7 monitoring for suspicious activity, a managed IT provider can help accounting firms navigate the complexities of remote work and cloud-based software. Preactive IT Solutions can also assist in meeting regulatory compliance requirements, such as the IRS' WISP requirement, giving CPAs peace of mind in a heightened regulatory environment.

Proactive IT offers help desk services to ensure that you have immediate access to IT professionals whenever you need them, whether it's a minor query or a major issue. With help desk at your disposal, you can rest assured that any technical challenges can be addressed promptly and efficiently, allowing your accounting firm to operate smoothly and securely.

Why Choose Preactive IT Solutions?

At Preactive IT Solutions, we understand the unique IT challenges faced by accounting firms. Our expert team provides customized solutions to help you streamline your operations, safeguard sensitive client data, and stay compliant with industry regulations.

Preactive IT Solutions is a process-focused company that knows precision and expertise are key to delivering managed IT services to secure your business and provide the responsive support your staff deserves. We have developed our IT support process over years of experience. As a full services consulting firm, we have delivered top-tier IT Support to Houston area organizations in numerous industries and are ready to bring that experience to you as well. Our focus on process ensures a consistent, positive experience for your company and a reliable team to lean on whenever technical issues arise.

The Preactive IT Support Process

Our proven IT support process ensures that your firm's technology runs smoothly and efficiently. Learn more about our process here.

Schedule A Free 30-Minute Consultation

No pressure, no cost, just a simple discovery meeting so we can learn about your business and offer appropriate IT solutions.

Book a Consultation

Managed IT Services Customized for CPA & Accounting Firms

Managed IT services tailored to CPA (Certified Public Accountant) firms are designed to meet the specific technological needs of accounting professionals. These services encompass a range of solutions aimed at optimizing the efficiency, security, and compliance of CPA firms' IT systems.

One key aspect of managed IT services for CPA firms is ensuring data security and confidentiality. Given the sensitive nature of financial information handled by accountants, robust cybersecurity measures are essential to protect against data breaches and cyber threats.

Additionally, managed IT services can include cloud computing solutions tailored to the unique requirements of CPA firms. Cloud-based software applications allow accountants to access their data securely from anywhere, facilitating collaboration among team members and providing flexibility in workflow management.

Moreover, proactive monitoring and maintenance form a crucial part of managed IT services for CPA firms. By monitoring network performance, conducting regular backups, and applying software updates promptly, IT service providers can prevent potential disruptions and ensure the smooth operation of accounting systems.

Managed IT Services For Accounting Firms

Key Benefits of Our IT Services for Accountants & CPAs

Enhanced Security Services: Protect your clients' financial data with advanced cybersecurity measures.
Improved Efficiency: Optimize your IT infrastructure for maximum performance.
Regulatory Compliance: Stay compliant with FINRA, HIPAA, and other relevant regulations.
24/7 Support: Get round-the-clock support to address any IT issues promptly.
Cost-Effective Solutions: Reduce IT costs with our scalable managed services.

What Our Client's are Saying

Diving Deeper into Managed IT Services for CPAs

Preactive IT Solutions offers a comprehensive range of IT services for accounting firms, including proactive monitoring, network security, data backup solutions, and 24/7 helpdesk support. Our team of experienced technicians ensures that your IT infrastructure is always running smoothly and securely, allowing you to focus on your core business functions.

Managed IT Services for Accounting Firms

Proactive monitoring and maintenance
Data backup and disaster recovery
Cloud computing solutions

IT Support for Accountants & CPAs

Helpdesk Support
Remote IT Support
OnSight Support

IT Consulting & Software Support

Specialized software support (e.g., QuickBooks, Xero)
Cybersecurity solutions
IT compliance consulting

vCIO (Virtual Cheif Information Officer Services)

IT strategy and planning
Infrastructure management
IT Procurement

Frequently Asked Questions

What are Managed IT Services for Accountants & CPAs?

Managed IT services involve outsourcing your IT operations to a third-party provider, who manages and maintains your IT infrastructure, ensuring its optimal performance and security.

Why do accounting firms need specialized IT support?

Accounting firms handle sensitive financial data that require strict security measures, regulatory compliance, and efficient IT systems to ensure smooth operations.

How can Preactive IT Solutions help with regulatory compliance?

We provide solutions and support to help you comply with industry regulations such as FINRA, HIPAA, and other relevant standards.

What cybersecurity measures do you offer?

Our cybersecurity measures include firewall protection, antivirus solutions, encryption, and employee training to prevent phishing attacks and other threats.

Can you support our existing accounting software?

Yes, we provide support for a range of accounting software, including QuickBooks, Xero, and other industry-specific applications.

What is included in your IT support services?

Our IT support services include helpdesk support, software installation and updates, network management, and more.

How do you ensure the security of our data?

We implement robust security protocols, including regular backups, encryption, and monitoring to protect your data from breaches and cyber threats.

Are there specific industries or sectors that can benefit the most from co-managed IT solutions?

Industries with stringent compliance needs, like healthcare or finance, can gain significant advantages from co-managed IT solutions.

What is your response time for IT issues?

We offer 24/7 support and strive to resolve IT issues promptly to minimize downtime and ensure business continuity.9. What Financial Software does Accounting Industry Use?

What other software do CPA firms use?

There are a variety of software programs that CPA firms use to streamline their processes and improve efficiency. Some common software includes QuickBooks for accounting and bookkeeping, Lacerte for tax preparation, and Xero for cloud-based accounting. Additionally, many firms use Microsoft Excel for data analysis and reporting, as well as various CRM tools for managing client relationships. Overall, the software used by CPA firms can vary depending on their specific needs and preferences.

What are some emerging technologies that are particularly beneficial for modernizing IT infrastructure in accounting firms?

Some emerging technologies that are particularly beneficial for modernizing IT infrastructure in accounting firms include cloud computing and artificial intelligence, Cloud computing allows for scalable and flexible storage solutions, while artificial intelligence can automate repetitive tasks and provide valuable insights through data analysis. Robotic process automation streamlines processes by automating manual tasks, and blockchain technology enhances security and transparency in financial transactions. By incorporating these technologies into their IT infrastructure, accounting firms can improve efficiency, accuracy, and overall productivity.

Get A Free CyberSecurity Risk Assessment

Reveals Where Your Company Is At High Risk To Ransomware Hackers

"Hope" is not a strategy! Make Sure You Are Brilliantly Prepared For A Cyber-Attack By Requesting A FREE Cyber Security Risk Assessment Today!

Important! We hate spam as much (or more!) than you and promise to NEVER rent, share, or abuse your e-mail address and contact information in any way.