Dallas accounting and tax firms serve corporate headquarters, real estate investors, private equity funds and family businesses, with deadlines that do not move. ITServices.Tech handles IT services for Dallas accounting and tax firms under one agreement, from the help desk and Microsoft 365 to security and backups.
Accounting work in Dallas
Dallas CPA firms range from national practices in Uptown and Las Colinas to small tax shops in Plano, Richardson and the Park Cities. Many handle partnership and fund returns for real estate and private equity clients, audit and advisory work for the companies that moved headquarters to North Texas, and individual returns for the executives who came with them.
Safeguards Rule and your security plan
Tax preparers fall under the FTC Safeguards Rule, which requires a written information security program, a qualified person in charge of it, MFA and encryption of customer information. The IRS guide to writing one is Publication 5708. We put the technical controls in place and keep evidence that they work, so your plan describes what actually happens.
Busy season capacity
Seasonal staff, extra scanning, large returns and long review cycles all hit at once. We set up seasonal accounts and laptops before January, make sure tax software and document management run well with everyone connected, and remove seasonal access when the season ends.
Client files and portals
Clients upload documents through portals, forward them by email and drop off paper. A portal clients actually use, scanning that lands in the folder for each client and a firm rule against sending tax documents by plain email cut risk and wasted time. Backups of the document system and tax software data are tested before filing deadlines, not after.
IT services for Dallas 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.
Texas data rules to know
Under Texas law, a business must notify affected people of a breach of their sensitive personal information within 60 days, and the Texas Attorney General within 30 days when 250 or more Texans are affected.
Office hours in Dallas
Office hours for Dallas 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 Dallas or all IT services in Dallas.