IT support that works around your firm’s calendar.
Support for accounting, bookkeeping and tax firms managing client files, seasonal staffing and important deadlines.
Plan the routine work before the busy period.
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Seasonal staff ready to work
Prepare accounts for new staff, give them the access they need and remove access when their work ends.
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Shared client files
Check how your team finds and shares client files, and who is allowed to open them.
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Work computers and updates
Coordinate maintenance and replacement plans around the working calendar you share with us.
We start with the way your firm operates
Put access, maintenance and vendor handoffs in order before deadlines arrive.
Accounting and tax application support remains subject to the software vendor's scope. Regulatory and professional responsibilities should be addressed explicitly in your agreements and internal policies.
Let’s see how we can help.
Tell us about your team, the systems you rely on and what needs to improve. We’ll work out whether a project, ongoing support or another next step makes sense.
Start with a 20-minute introductory call. No cost or obligation, and no technical preparation needed.
Schedule an introductory callA practical checklist for your team
Plan preparer accounts, approved client-file access, and departure handoffs before the next filing season.
Seasonal staff access: an accounting-firm checklistQuestions before we talk?
What happens before support work starts?
We agree on the users, systems, service hours, costs and provider responsibilities before work begins. A focused project and ongoing support can be considered separately.
Do you provide tax-software support?
We can help with the underlying devices and coordinate with your software vendor where included. Product-specific functionality and vendor-owned issues remain with the relevant provider.
What should we cover on the first call?
Your team size, current providers, important applications and the issue you most want to improve are enough to start. Please leave out passwords and sensitive client or patient information.