Houston accounting and tax firms carry heavy filing seasons, client portals and sensitive financial data. ITServices.Tech provides IT services for Houston accounting and tax firms, with one team for support, security and backups.
Accounting firms in the Houston economy
Houston CPA firms serve energy companies, oil and gas partnerships and royalty owners, medical groups, contractors and family businesses, and many also prepare a large volume of individual returns. That means K-1s, partnership returns and multi-state filings alongside ordinary tax season work, with client documents arriving through portals, email and scanners all at once.
Your written information security plan
Federal rules require tax preparers to protect client data. The FTC Safeguards Rule applies to tax preparation firms, and the IRS expects every preparer to keep a written information security plan, which it explains in Publication 5708. We help you put the controls in that plan in place and keep them working: MFA on tax software and email, encrypted laptops, secure client portals, managed endpoint protection and backups that are tested before the season starts.
Filing season, storms and extensions
After major storms the IRS has often postponed deadlines for Houston-area counties, but clients still expect their returns, and the work piles up while offices are closed. Remote access to tax software, cloud document storage and laptops set up before the season keep staff working from home if the office loses power. Hardware refreshes and major upgrades are scheduled after the deadlines, never in the middle of the season.
Client portals and document intake
Clients send W-2s, K-1s and bank statements through portals, email and the front desk scanner, often all for the same return. A secure portal that clients actually use, scanners that file straight to the right client folder and rules that keep tax documents out of personal email reduce both risk and rework. We set those up and keep them running through the season.
IT services for Houston 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 Houston
Office hours for Houston 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 Houston or all IT services in Houston.