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ACCOUNTING & CPA FIRMS
IT support for accounting and CPA firms
IT support for accounting firms that can’t afford downtime in April. We keep your tax and accounting software running, protect client data, and help you meet the FTC Safeguards Rule.
Get a free IT assessment (317) 759-3972
Tax-season uptime
FTC Safeguards Rule help
24/7/365 from our own team
Book your free IT assessment
Tell us a little about your business. A real person from our Indianapolis team will reach out right away.
★★★★★ 4.9 starsFrom 38 Google reviews
Local Indianapolis teamOffice in Keystone, on-site when you need us
24/7/365 support from our own teamNo outsourced after-hours call center, ever
In business since 2013Inc. 5000 Regionals: #68 fastest-growing company in the Midwest (2022)
What matters
Tax season can’t wait for IT problems
Tax season can’t waitWhen a server or laptop dies in March, every hour counts. Critical issues get a response within 30 minutes, 24/7/365.
Your team works from anywhereSecure remote access, so staff can work from home on busy weekends without risking client data.
Clients trust you with everythingTax returns, bank details and Social Security numbers. That data needs real protection.
Compliance
The FTC Safeguards Rule and your written security plan
Tax preparers and many accounting firms count as “financial institutions” under the FTC Safeguards Rule. The IRS also expects tax professionals to keep a written information security plan (see IRS Publications 4557 and 5708).
- A written information security program and a qualified person responsible for it
- A risk assessment of where client data lives and how it could be exposed
- Multi-factor authentication and encryption of client data
- Staff training and oversight of the vendors who handle client data
- Notifying the FTC within 30 days if unencrypted data for 500 or more people is exposed
We help you put the technical safeguards in place and document them. OmniSecure365 covers many of them.
What we support
Tax software, client portals and the rest of your office
Tax and accounting software
The computers, servers and network your tax and accounting software runs on, kept updated and backed up. We work with your software vendors for you.
Secure file sharing and portals
A safe way to collect and send client documents, instead of email attachments.
Cloud and remote desktop
Hosted email, Microsoft 365, secure remote desktops and cloud file storage when they make sense.
Backups that are tested
Client files backed up with protected off-site copies, and restores we test regularly.
AI for accounting firms
Grow without adding headcount
An AI worker can take on the repetitive work that piles up in a firm: entering bookkeeping data, processing invoices and chasing missing documents. Your team keeps the work that needs judgment.
It connects to the apps and systems you already use. See AI agents.
We built an AI agent that handles 100% of an accounting firm’s bookkeeping, so they didn’t need the two hires they’d planned.
A real Reciprocal project. Client name kept private.
Public company clients
Internal controls and SOX
If you work with publicly traded clients, the Sarbanes-Oxley Act expects management to keep internal controls over financial reporting. We help design the IT side: who can access what, change records, and secure transfer of financial information.
Plans
The same plans, set up for your industry
Every industry gets the same two plans. What changes is how we set them up around your software and rules.
OmniSupport365
Fully managed IT: monitoring, patching, backup and an unlimited help desk for one monthly bill, priced per user and per computer.
OmniSecure365
Everything in OmniSupport365, plus a security team watching your business around the clock.
FAQ
Accounting firm IT questions
Does the FTC Safeguards Rule apply to my firm?
If you prepare taxes or offer certain financial services, it very likely does. We’ll help you understand where you stand during a free assessment, and your own advisors can confirm the details.
Can you write our security plan?
We help you build it. We document the technical safeguards we put in place, like two-factor authentication, encryption, backups and monitoring, so your written plan matches what’s really running.
Can our staff work from home during tax season?
Yes. We set up secure remote access so your team can work from anywhere without putting client data at risk.
What if a computer dies on April 14?
Call us. Critical issues get a response within 30 minutes, 24/7/365, from our own team. Backups and asset tracking help us get people working again quickly.
IT that fits the way your industry works.
Start with a free assessment. We’ll look at your software, your rules and your busy seasons, and show you which plan fits. A real person from our Indianapolis team will reach out right away.