Tax season-ready IT for accounting firms.
When deadlines hit, your systems must be fast and your client data secure. XaaS Techs supports tax and accounting software, protects sensitive financial data and keeps your team productive during peak season.
Tax professionals are a favorite target
Accounting firms hold Social Security numbers, bank details and tax records for every client. The IRS and FTC expect tax professionals to maintain a written information security plan and protect taxpayer data.
We help firms implement the safeguards outlined in IRS Publication 4557 and keep systems humming through every filing deadline.
What we hear from CPA firms
- Tax software crashes during busy season
- We exchange documents with clients insecurely
- We need a written information security plan
- Remote staff need secure access
- We worry about phishing posing as the IRS
IT services for accounting firms
Security and support built for accounting workflows.
Tax & accounting software support
Installation, updates and performance tuning for your applications.
Secure client portals & file exchange
Safe alternatives to emailing sensitive documents.
Written security plan (WISP)
Policies and safeguards aligned to IRS and FTC expectations.
MFA & access control
Protect remote access and cloud applications.
Phishing protection
Email security and training against tax-season scams.
Backup & recovery
Reliable backups of client files and databases.
A partner that understands how you work
We schedule upgrades and maintenance well before busy season and provide responsive support when every hour counts.
- Local team based in Covina, CA
- Proactive 24/7 monitoring and security
- Microsoft 365 and Azure specialists
- Clear, predictable monthly pricing
Managed IT
Proactive support and monitoring
Cybersecurity
Layered threat protection
Microsoft 365
Secure collaboration
Backup & DR
Tested recovery
Frequently asked questions
Can you help create a WISP?
Yes. We help develop a written information security plan and implement the technical safeguards it describes.
Do you support remote and seasonal staff?
Yes. We quickly and securely onboard seasonal staff and offboard them when the season ends.
Ready for IT that fits your industry?
Get your firm ready for next tax season with a free IT review.