Managed IT for accounting firms that cannot afford a bad week in April
Most IT companies are built for any business that has computers. We are built for firms that hold Social Security numbers, bank details and ten years of returns, and that run on tax software with hard deadlines.
Managed IT means we take ownership of the whole environment for a predictable monthly fee: every workstation, the server or cloud file share, Microsoft 365, the firewall, backups and the people who call when something breaks.
What is included
Every item below is part of the service, documented, and shows up on your monthly report where it applies.
- Remote monitoring and patching for every workstation and server
- Help desk by phone, email and remote session, with a real person who knows your office
- Microsoft 365 administration: users, licenses, mailboxes, MFA and sharing settings
- Verified backups, with a restore test you can see on the monthly report
- Onboarding and offboarding checklists so access starts and stops on the right day
- Vendor management for your tax software, document portal, ISP and copier
- Quarterly technology review tied to your firm's calendar, not ours
- A monthly report in plain English: what we patched, what we fixed, what needs a decision
Why it is different for an accounting firm
We plan around tax season
Major changes, hardware swaps and migrations happen between May and December. From January through the filing deadlines, our job is to keep everything exactly as it is and fast.
Your software, supported
We work with the tools accounting firms actually use: Drake, UltraTax CS, Lacerte, ProSeries, CCH Axcess, QuickBooks, SmartVault, ShareFile and Canopy. We call the vendor so you do not have to.
Security is built in, not upsold
MFA, endpoint protection, email filtering and encrypted laptops are part of the plan, because the IRS and the FTC Safeguards Rule expect them of every tax practice.
Sunesis Services builds, runs and proves your WISP
Help Desk NW runs the technology. Our sister firm Sunesis Services writes and maintains the Written Information Security Plan the IRS and the FTC require, with a fixed-price WISP and Security Six Diagnostic.
Questions firms ask us
How is managed IT priced?
Per user per month, with everything in the plan covered. You can see our current rates on the pricing page. Projects such as a server replacement are quoted separately and in writing before any work starts.
Do you require a long contract?
No. Plans are month to month with 30 days notice. We would rather earn the next month than lock you in.
What size firms do you work with?
Most of our clients have between 2 and 30 people. If you are a solo preparer, our hourly support or a one time assessment may be the better fit.
Can you work alongside our current IT person?
Yes. That is called co-managed IT, and it is common in firms where a partner or office manager has been handling technology on the side.
Start with a conversation, not a contract
Tell us how your firm handles managed it today and we will tell you what we would change first. Or call 509-530-1411.