Miami accounting and tax firms serve international families, relocated executives, real estate investors and small businesses. ITServices.Tech provides managed IT for Miami accounting and tax firms, bringing the help desk, security, backups and IT planning into one agreement.
Tax work in an international city
Miami clients often have foreign bank accounts, foreign trusts or businesses in other countries, which brings international reporting such as FBAR and related IRS forms. Others have recently moved from high-tax states and need help with residency changes, while real estate investors and small businesses add depreciation, entity and sales tax questions.
Your written security plan
The FTC Safeguards Rule requires tax preparers to maintain a written information security program, and the IRS asks for confirmation when preparers renew their PTIN. IRS Publication 5708 is a practical template. We implement the technical controls in the plan, including MFA, encryption, patching, monitoring and backups, and document them.
Documents in several languages and formats
Clients send bank statements and tax documents from other countries, often in Spanish or Portuguese and in many formats. A secure client portal, consistent naming and a document system that searches scanned files make that work faster and keep sensitive records out of email.
Hurricane season and extensions
Hurricane season overlaps the extension deadlines in the fall, and the IRS often grants disaster relief to affected counties. Even so, firms need to keep working. Cloud or off-site backups, remote access ready for staff and a plan for working from another location protect deadlines and client trust.
Seasonal staff and remote work
Many firms add seasonal staff or let employees work remotely during busy months. Managed laptops, MFA and secure access to tax and document software keep client data off personal devices.
IT services for Miami 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 Miami
Office hours for Miami 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 Miami or all IT services in Miami.