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IT for Accounting Firms
Client returns and financials kept private, and clients upload documents through a secure portal, not email.
The detailsDeadlines
Ready before the busy months
Systems tuned and tested before tax season, so April is not when you find out.
Records
Records kept, and recoverable
Backups and retention for as long as you need them, in line with IRS Publication 4557 and the FTC Safeguards Rule.
Try it
Get through tax season safely.
Six messages hit your inbox in April. Swipe each one: report it, or it's safe.
IT for Accounting Firms★★★★★Leibish .s Google review More on Google
Ready before tax season.
Client files protected, portals that replace email attachments, and systems tested before the busy months.
What we cover
Day to day
- Client returns and financials kept private
- Systems tuned and tested before the busy months
- Clients upload documents safely, not by email
- Records kept and recoverable for as long as you need them
The standards we work to
- IRS Publication 4557
- FTC Safeguards Rule
- GLBA
It starts with a free assessment of your IT for accounting firms. How we start
Very quick and professional service
Talk to us about IT for accounting firms.
Before tax season, not during it. Let us check your client files, backups and email security.
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