Tax & Accounting · Managed Technical Operations

Managed IT and operations for tax practices

Ongoing monitoring, updates, device support, backups, and help desk for tax practices, with extra readiness before and during filing season.

Small practices rarely have IT staff, so technology problems land on a partner or the office manager. That works until the week before a deadline, when a workstation fails, a software update breaks a printer, or a staff member is locked out. Downtime in season costs far more than it does the rest of the year.

We take clear responsibility for the practice's agreed systems, including workstations, email, backups, network, and the applications staff rely on. That covers monitoring, applying updates, supporting users, and running a readiness check before the busy season begins.

Things to keep in mind

  • Agree response expectations for deadline weeks in advance.
  • Keep vendor contacts for your tax software in the runbook.
  • After-hours coverage near deadlines can be added and is priced separately.

How it works

  1. Onboard

    Document devices, accounts, software, vendors, and who to call for what.

  2. Stabilize

    Fix recurring problems and close obvious security gaps.

  3. Pre-season readiness

    Check updates, backups, licenses, and access before the volume arrives.

  4. Support through the season

    Monitor, triage, and respond under agreed response expectations.

Frequently asked questions

Can you support our tax software?

We support the computers, network, and access it runs on, and coordinate with the vendor for application issues.

What does managed support cost?

Managed hosting starts at $250 per month, and hands-on support is $100 to $150 per hour or part of a plan.

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Talk through Managed Technical Operations for your business.

Tell us what needs to work better. We reply within one business day with a clear next step.