IT support for Certified Public Accountants.
CPAs have unique IT needs: deep software stacks, strict compliance requirements, tight tax-season deadlines, and clients who expect confidentiality around the clock. Tech Advisors was founded by CPAs for CPAs, and we speak your language from day one.
Industry Context
Why CPAs need IT that understands the work.
Certified Public Accountants operate under a stack of professional and legal obligations that shape every IT decision. The IRS requires every firm handling taxpayer data to maintain a written data security plan, and the FTC's Safeguards Rule now treats tax and accounting practices as 'financial institutions' subject to a formal information-security program. On top of that, firms run compute-heavy tax and audit applications that strain under multi-user load during filing season. We build environments that meet the compliance obligations and hold up under the January-to-April crunch.
Challenges You Face
The IT issues most CPAs deal with.
Tax software performance issues during peak season
IRS Publication 4557 and WISP compliance
Client data protection and breach prevention
Remote work enablement without sacrificing security
Integration between tax, audit, and practice management tools
Software We Support
The tools CPAs actually use.
We know these platforms from years of hands-on work — not from a Google search.
How We Help
What Tech Advisors brings to CPAs.
Full managed IT with compliance built in
Tax season priority support and extended hours
Cybersecurity stack meeting IRS and FTC requirements
Cloud-hosted or on-premise tax software deployment
Quarterly strategic reviews with CPA-experienced vCIOs
Compliance That Applies to You
The rules CPAs have to work within.
These are obligations your business carries. We build IT environments that help you meet them — we don't claim them as our own certifications.
IRS Publication 4557
Requires every firm handling taxpayer data to maintain a written information security plan and safeguard client data against unauthorized access.
FTC Safeguards Rule (16 CFR Part 314)
Under the Gramm-Leach-Bliley Act, tax and accounting firms qualify as financial institutions and must run a documented security program with access controls, encryption, and a designated security lead.
State data-protection laws
Statutes such as Massachusetts 201 CMR 17.00 require a Written Information Security Plan (WISP) for any firm holding residents' personal information.
“We specialize in accounting, and we need IT that specializes in accounting. Tech Advisors is the only provider we've worked with that actually understands our workflow, our software, and our compliance obligations. The difference in day-to-day support is dramatic.”
CPAs
Get IT support built for the way you work.
Free assessment includes a review of your current IT setup and a specific plan for how we'd improve it based on your industry and software stack.
IT Support for CPAs
Tell us about your business and what's not working.
IT for CPAs
Specialized IT. Specialized results.
Because generic IT support doesn't fit the way you actually work.