IT for CPAs & accounting firms · Los Angeles

IT support for accounting firms in Los Angeles.

Tax software that works on day one of the season, client data that stays protected, and a team that answers in minutes when a deadline is close. We have supported Los Angeles CPA firms since 2008.

We look after

  • Tax software
  • EFTPS Batch Provider
  • QuickBooks
  • Microsoft 365
  • Backups
  • Security plan
cpa-firm · season checklist Live

Before tax season starts

  • Tax softwareInstalled, updated & tested on every PCReady
  • EFTPS Batch ProviderClient installed, shortcut in placeReady
  • LoginsMulti-factor sign-in for every userOn
  • BackupsOff-site copy, restore testedTested
  • Security planWritten down & reviewedReviewed
Ticket · Tax workstationResolved

Remote session opened, tax program error fixed — back to the return.

Average response · under 3 min

Illustration. The kind of checklist we work through with a firm before the busy season.

What we help with

IT that keeps up with the tax calendar.

Accounting software is a real specialty of ours — our blog is full of fixes for EFTPS Batch Provider and QuickBooks that we wrote after solving them for clients.

Tax-season readiness

Before the rush we check PCs, updates, printers, scanners and remote access, so the first week of the season is about returns, not repairs.

Tax & accounting software

Help installing, updating and troubleshooting your tax and accounting programs, including EFTPS Batch Provider set-up and error fixes on single PCs and networks.

QuickBooks support

Help with QuickBooks Desktop, moving files between machines and planning a careful move from Desktop to QuickBooks Online when that makes sense for your firm.

Client data security

Multi-factor sign-in, encryption, antivirus and patching — the safeguards IRS Publication 4557 describes — set up and kept up to date.

Backups you can restore

Backups of client files and accounting data kept on-site and off-site, with restores tested so you know they work before you need them.

Email & phishing defense

Microsoft 365 set-up, email authentication and staff awareness, because fake IRS and client emails spike around filing deadlines.

Protecting taxpayer data

Your firm’s security plan, in plain English.

Tax preparers are covered by the FTC Safeguards Rule, which requires a written information security program. The IRS publishes practical guidance to help you build and follow one. We help with the technical side: putting the safeguards in place and keeping them running.

This is general information, not legal or tax advice. Your firm decides what its plan says.

A written plan

The FTC Safeguards Rule lists tax preparation firms as financial institutions and requires a written information security program. IRS Publication 5709 explains how to create one.

Safeguards in place

The Rule calls for steps like multi-factor authentication and encrypting customer information. We can set these up across your PCs, email and file storage.

IRS guidance

IRS Publication 4557, Safeguarding Taxpayer Data, walks through security recommendations for tax professionals. We use it as a checklist with you.

Official sourcesIRS Publication 4557 · IRS Publication 5709 · IRS: Protect your clients · FTC Safeguards Rule

Right On Tech, in numbers

18

Years supporting Los Angeles businesses, since 2008

8

IT experts, 100+ years of combined experience

250+

Servers managed

3min

Average response, under

How we work

Support that fits a deadline-driven office.

Accountants can’t wait a day for a fix in April. We built our support around fast answers.

See our managed IT

  1. 01

    Fast answers

    Our average response time is under 3 minutes. Reach us by instant message, phone, remote control or ticket — whichever is quickest for you.

  2. 02

    Fixed remotely, often right away

    We can log in to a PC or server remotely and fix many problems immediately, without waiting for someone to drive over.

  3. 03

    On-site when it matters

    For emergencies we come on-site the same day across Greater Los Angeles and the San Fernando and Conejo valleys.

  4. 04

    Plain English

    We explain what’s needed and why, without jargon, so partners can make decisions quickly.

Questions

Accounting firm IT, answered.

Something else on your mind? Ask us — we answer in plain English.

Do you support tax and accounting software?

Yes. We help install, update and troubleshoot accounting and tax programs, including EFTPS Batch Provider and QuickBooks Desktop. Tell us which programs your firm uses and we’ll tell you honestly where we can help.

Does a small CPA firm really need a written security plan?

The FTC Safeguards Rule covers tax preparation firms and requires a written information security program, and the IRS says tax professionals need one. The IRS’s Publication 5709 shows how to write it. We can help with the technical safeguards it describes; for legal questions, ask your advisor.

Can you get us ready before tax season?

Yes. We check PCs, updates, software, printers, scanners, backups and remote access before the busy season so problems surface early, not on a deadline.

Can you help us move from QuickBooks Desktop to Online?

We can help you plan the move, check what does and doesn’t transfer, and set up the machines and logins afterward. Our guide below covers the main steps.

Where do you work?

We’re based in Los Angeles and support firms across Greater Los Angeles, including West Hills, Canoga Park, Calabasas, Northridge, Thousand Oaks and Oxnard. Most fixes happen remotely, and we come on-site the same day for emergencies.

Talk to a technician

Let’s make this tax season a quiet one for IT.

Call or email us and tell us about your firm, your software and your busy weeks.

Call support(818) 456 0303 Email[email protected]

Serving Greater Los Angeles · West Hills · Canoga Park · Calabasas · Oxnard · Northridge · Thousand Oaks.
More: Managed IT services · Contact us