IT Support for Accounting & CPA Firms
IT support for accounting firms that holds up in March: the tax, practice-management, and document systems you bill through kept fast and available, client financial data locked down, and the written security program the FTC Safeguards Rule now expects of a CPA firm. ASG delivers managed IT services for accounting and CPA firms across Connecticut, from three-partner practices to multi-office firms with remote staff.
- ✓The tax, practice-management, and document systems you bill through, monitored as revenue systems
- ✓A written information security program (WISP) built and kept current, the way the Safeguards Rule expects
- ✓Immutable backups offsite in the cloud, restore-tested automatically every night
- ✓The same 4 to 7 people straight through busy season, not a new tech every call
- ✓An engineer answers in about four rings, and first response on tickets averages seven minutes
- ✓Security and backup are in the seat price, and 25–30% fewer tickets in the first six months
Built around your industry's realities
Busy Season Uptime
Late January to April 15 carries the year, so we stage disruptive work outside it and answer fast during it: about four rings, seven-minute first response.
FTC Safeguards
The FTC treats accounting firms as financial institutions, so the Safeguards Rule applies. Your virtual CIO owns the written program and risk assessment, re-audited quarterly for most clients.
Client Data Security
Social Security numbers, bank details, and a year of financial history sit in one place. Layered defense, multi-factor authentication, and 24/7 monitoring around it.
Tested Restores
Immutable backups offsite in the cloud, a restore tested automatically every night, and the coverage review most providers skip: what's backed up, and what isn't.
Accounting and financial firms already running on ASG
Named Connecticut clients, in their own words, on what our IT support for accounting firms looks like day to day.
Retirement Planning Consulting Group
A financial advisory firm needed to protect sensitive client data and satisfy regulatory expectations with documented, dependable IT.
- Protected, access-controlled client financial data
- Documented controls for regulators and clients
- Dependable continuity and support
Nathan Accounting Group
ASG's managed IT support gets results
See more client reviews →If a company is on the fence about choosing ASG as their IT firm, they should make the decision and let ASG do what they do best. ASG has a way of managing networks that is most likely different than what companies are used to, but it gets results. One of the biggest benefits of hiring ASG Information Technologies is that our company now has seamless integration between our multiple offices and remote staff which makes our IT network efficient and secure. Their quick response when issues arise, and the general helpfulness of their entire staff keeps our employees working on their tasks instead of waiting around for help. ASG's unique processes of IT support and project planning encompasses what we are trying to accomplish as a company. Their excellent recommendations and new technology offerings help us get better results and achieve our business goals.
One partner for everything your firm runs on
Pick the engagement model that fits your team. Security and backup are in the seat price, and the rest of what we run stays under one team with one point of accountability.
Managed IT
We become your whole IT department, from help desk to strategy, so busy season runs without an IT fire drill.
Explore Managed IT →Engagement modelCo-Managed IT
Already have internal IT? We extend them with tools, after-hours coverage, and senior depth, so nothing stalls at close.
Explore Co-Managed IT →How ASG runs IT for an accounting firm
This is the model that goes in your proposal, and it's the one that shows up on Monday. Four dedicated functions, reaching from the workstation a preparer sits at to next year's technology budget, with security and your written program running through the middle.
Technology Management
- Patch management
- Cybersecurity tools management
- Health monitoring
- Alert management
- Desktop optimization
- Remote backup
- Backup monitoring & restore testing
- Documentation
Technology Alignment Process
- Technology checklist
- Network best practices
- NIST CSF standardization
- Technology alignment
- Risk audits (quarterly for most clients)
- Centralized service report review
- Onsite visits and review
Technology Consulting
- Technology summary
- Business impact of technology decisions
- Budget planning
- Strategic technology roadmap
- Policy writing
- Executive risk reviews
- Cyber-insurance readiness
- Vendor management & coordination
- Design desk resources
Reactive Support Services
- Helpdesk support
- Responsive remote support
- Dedicated onsite engineers
- Escalations resources
- After-hours & emergency support
- Employee onboarding & offboarding
- Microsoft 365 & license management
- Faster problem resolution
- 'How to' questions
- Remote support framework
Want this mapped to what you actually run?
Thirty minutes with a strategic advisor. You'll hear what we'd change, in what order, and what it takes to get there.
Questions accounting & financial services ask us
The full GLBA & FTC Safeguards playbook
GLBA (the Gramm-Leach-Bliley Act) and the FTC Safeguards Rule that enforces it, in plain terms: what the rule actually names, who has to designate a qualified individual, what a written information security program has to contain, and how the whole thing gets maintained instead of written once and filed.
Other frameworks accounting & financial services run into
Everything technology, under one friendly roof
Security and backup live in the seat price. The rest of what you run stays with the same team, under one point of accountability.
Let's talk Accounting & Financial Services IT
Book a 30-minute call, no deck, no pitch, just a clear plan for your business.