Fort Worth accounting and tax firms serve family businesses, royalty owners, ranchers, physicians and growing companies across Tarrant County. ITServices.Tech supports Fort Worth accounting and tax firms with managed IT that covers the help desk, cybersecurity, backups and technology planning together.
A client base with deep roots
Many Fort Worth firms have served the same families and businesses for decades, from ranching operations and auto dealers to medical practices and contractors. Barnett Shale royalties, farm and ranch schedules, multi-entity family businesses and estate work bring complex returns and a lot of sensitive paperwork.
The Safeguards Rule and your WISP
Under the FTC Safeguards Rule, tax preparers must keep a written information security program with defined safeguards such as MFA and encryption, and a qualified person in charge of it. IRS Publication 5708 offers a template, and the PTIN renewal asks preparers to confirm they have a plan. We implement the technical pieces and keep records that show they work.
Royalty statements and stacks of paper
Clients with mineral interests may receive statements from many operators, and older clients still bring paper. Scanning stations, a secure client portal, a consistent folder structure and document retention rules make the season faster and reduce the chance of a misplaced statement.
Deadlines and planned maintenance
We schedule upgrades and hardware replacements after the April deadline and before the extension rush, keep tax software updated as releases arrive and test backups of tax and document systems before the busiest weeks.
Partners, staff and remote access
Partners often review returns from home in the evening, and staff may work remotely during peak weeks. Managed laptops, MFA and a secure connection to tax and document software let them do that without copying client files to personal devices.
IT services for Fort Worth 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 Fort Worth
Office hours for Fort Worth 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 Fort Worth or all IT services in Fort Worth.
Sources
- IRS Publication 5708: Creating a Written Information Security Plan
- FTC Safeguards Rule, 16 CFR Part 314
- IRS Publication 4557: Safeguarding Taxpayer Data
- CISA: Require multifactor authentication
- DoD CIO: CMMC program
- NIST SP 800-171 Rev. 3
- Texas Business and Commerce Code 521.053
- Texas Attorney General: data breach reporting