IT Support Built for CPA Firms
Client financials stay locked down, and you stay ready for every deadline and every audit.
What does IT support for a CPA firm need to handle?
IT for a CPA firm has to protect taxpayer data, satisfy IRS safeguard requirements, and hold up under the load of tax season. C&W Technologies supports Treasure Coast firms from its Stuart, Florida office.
The IRS requires firms handling taxpayer data to keep a written information security plan. C&W builds that plan, implements the controls behind it, and keeps the documentation current rather than leaving a template in a drawer to be found later.
Day to day it covers secure client file exchange, encrypted storage and backup, multi-factor authentication, email security aimed at the fraud attempts that spike during filing season, and support for the tax and accounting software the firm runs.
Capacity matters too. A system that is adequate in August is not automatically adequate in March, and C&W sizes for the peak.
We speak accounting IT
The software you already run, supported by people who know it. No ramp-up, no explaining your world.
What keeps you up, handled
FTC Safeguards Rule
The security program the FTC requires of accounting firms, built and maintained.
IRS Publication 4557
The data-protection steps the IRS expects of tax professionals.
WISP requirement
A Written Information Security Plan, drafted and kept current.
Your first 30 days
A quiet transition with no disruption during tax season.
We review your current setup, security, and spending so nothing gets missed.
We get your systems documented and connected with no disruption to your team.
Your team learns the parts of the new setup they will actually touch.
Monitoring, help desk, and planning continue for one flat monthly fee.
Services CPA Firms rely on
CPA Firms IT questions, answered
Can you help us meet the FTC Safeguards Rule?
Yes. We build the written security program the FTC requires of accounting firms, implement the controls, and keep your WISP current so a review is not a scramble.
Can you support Lacerte, Drake, ProSeries, and QuickBooks?
Yes. We support the tax and accounting software firms actually run, so support calls skip the part where you explain what the software is.
What happens if something breaks during tax season?
We monitor around the clock and respond fast, with most issues fixed remotely before they cost you a filing. We also schedule all heavy work outside tax season so it is never the cause.
What does IT support cost for a firm our size?
Managed IT is a flat monthly fee based on your number of accountants and staff. You get an exact number in your free assessment and no surprise repair invoices.
How disruptive is switching providers?
Minimal. We onboard in two to three weeks and time the transition around your calendar, never during the busy season.