Fort Lauderdale accounting and tax firms serve retirees, new Florida residents, marine businesses, medical practices and small companies. ITServices.Tech runs IT for Fort Lauderdale accounting and tax firms under one managed agreement that includes support, cybersecurity, backups and planning.
Clients new to Florida
People moving to Broward from other states often need help establishing Florida residency, filing final returns in their former state and planning around the absence of a Florida personal income tax. Retirees bring pension, Social Security and investment income, and seasonal residents may still file in another state.
Marine and small business clients
Boat dealers, yacht brokers, charter operators and marine service companies bring sales and use tax, payroll and equipment depreciation questions. Medical practices, restaurants and real estate businesses round out many client lists.
The FTC Safeguards Rule
Tax preparers are covered by the FTC Safeguards Rule and must maintain a written information security program. IRS Publication 5708 provides a template, and the PTIN renewal asks for confirmation. We implement and document the technical safeguards, including MFA, encryption, patching and backups.
Secure client communication
Retired clients often prefer paper or email, while younger clients expect a portal. A secure portal, scanning that files paper documents correctly and a firm rule against sending returns by unencrypted email protect everyone.
Domicile paperwork and estate files
New residents file a Declaration of Domicile, update wills and trusts and move investment accounts, and their accountants collect copies of all of it. A secure, well-labeled client folder for each household, with access limited to the staff on the engagement, keeps that sensitive paperwork organized for years.
Storm season and deadlines
Hurricanes and floods can close offices near the fall extension deadlines. Copies of tax and document data held outside Broward, laptops that already connect from home and an agreed fallback workspace keep returns moving when the building is shut.
IT services for Fort Lauderdale 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.
Florida data rules to know
Florida’s Information Protection Act sets breach notification duties for businesses that hold personal information of Floridians.
Office hours in Fort Lauderdale
Office hours for Fort Lauderdale clients are Monday to Friday, 8:00 AM to 5:00 PM Eastern, in your own time zone.
Read more about IT for accounting and tax firms, managed IT services in Fort Lauderdale or all IT services in Fort Lauderdale.