San Antonio accounting and tax firms serve military families, small businesses, ranch owners and mineral royalty holders across South Texas. ITServices.Tech covers IT services for San Antonio accounting and tax firms in a single agreement: help desk, security, backups and planning.
Tax work with a South Texas mix
Client lists in San Antonio often include service members with multi-state residency questions, retirees, family businesses, agricultural operations and royalty owners from the Eagle Ford Shale. That means more documents per return, more state questions and plenty of sensitive financial data passing through the firm.
The written plan tax preparers need
Federal rules treat tax preparers as financial institutions under the FTC Safeguards Rule, which requires a written information security program. IRS Publication 5708 walks through what a plan should include, and preparers attest to having one when they renew a PTIN. We run the technical safeguards in the plan, including MFA, encryption, patching and backups, and keep the evidence.
Client documents from every direction
Clients drop off paper, email photos of forms and upload statements from oil and gas operators. A secure portal for clients, scanning that files documents into the right folder and a ban on sending returns by plain email reduce both mistakes and risk.
Remote staff during the crunch
Seasonal preparers and staff who work from home in the busiest weeks need secure access to tax software and client files. Managed laptops, MFA and a remote access setup that is tested before January keep the season running smoothly.
Keeping returns safe through outages
A freeze or flood in the middle of tax season can close the office for days. Cloud or off-site backups of tax and document systems, tested restores and the ability to work from home protect deadlines and client trust.
IT services for San Antonio 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 San Antonio
Office hours for San Antonio 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 San Antonio or all IT services in San Antonio.
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
- HHS: HIPAA Security Rule
- DoD CIO: CMMC program
- NIST SP 800-171 Rev. 3
- Texas Business and Commerce Code 521.053
- Texas Attorney General: data breach reporting