Chicago accounting and tax firms serve traders, executives, manufacturers, real estate investors and small businesses across the metro. ITServices.Tech runs IT as a managed service for Chicago accounting and tax firms, from user help and threat protection to backup and the long-range technology roadmap.
Tax work in Chicago
Clients include traders at the city’s exchanges and trading firms, executives with equity awards, family-owned manufacturers and real estate investors who appeal Cook County property assessments. Illinois’ flat income tax is simple, but Chicago adds its own taxes on leases, cloud software and other services that businesses must track.
Chicago’s cloud and lease tax
Chicago’s personal property lease transaction tax applies to many cloud software subscriptions used in the city. Businesses often need help identifying which services are taxable and confirming vendors are collecting correctly. Organized subscription lists and invoices make that work easier.
Safeguards Rule plan
Under the FTC Safeguards Rule, tax preparers need a written information security program with a responsible coordinator, and PTIN renewal includes confirming it exists. IRS Publication 5708 offers a template. We implement the technical controls in the plan and document them.
Traders and high-volume data
Clients with thousands of trades a year bring large broker statements and data files. Secure portals that handle big uploads, organized folders and strict access to high-net-worth client files save time and protect privacy.
Winter busy season
Tax season starts in the coldest weeks of the year. Laptops ready for home use, secure access to tax software and backups tested before January keep the firm working when weather keeps staff home.
IT services for Chicago accounting and tax firms
- QuickBooks and Sage support without replacing your tools
- MFA and secure remote access for tax season
- Backups and recovery for client files
- Monitoring for suspicious logins
Everything runs under one managed IT agreement, with the help desk, monitoring, patching, Microsoft 365, security and backups handled by the same team.
Software we support
We support the systems you already run, such as UltraTax CS, Lacerte, ProSeries, Drake and CCH Axcess, along with QuickBooks, Sage and client portals like SmartVault and ShareFile, without making you replace them.
Illinois data rules to know
Illinois’ Biometric Information Privacy Act (BIPA) regulates fingerprint and face data, which matters for biometric time clocks.
Office hours in Chicago
Office hours for Chicago clients are Monday to Friday, 8:00 AM to 5:00 PM Central, in your own time zone.
Read more about IT for accounting and tax firms, managed IT services in Chicago or all IT services in Chicago.