CPA - Accountant

IT Services for

Financial Professionals

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Your team needs stability, security and operational efficiency to serve patients better and grow your practice. Managing users, devices, vendors, assets and licensing can distract from that goal. We provide the IT backing & experience you need to fill the gap, meet compliance and simplify your day to day workflow.

Who We Serve

  • Accounting Firms: Small to large accounting practices
  • Tax Preparers: Individual practitioners & tax preparation companies
  • CPAs: Independent CPAs & CPA firms
  • Bookkeepers: Freelancers & bookkeeping companies
  • Payroll Services: Independent specialists & payroll firms
  • Financial Advisors: Financial planning & investment advisory firms
  • Business Consultants: Management & financial consultants
  • Corporate Finance Departments: SMEs & large corporations
  • Financial Law Firms: Legal practitioners specializing in financial law


  • Data Security: Protect sensitive financial information
  • Compliance Support: Ensure regulatory compliance
  • Efficient Management: Optimize financial software and processes
  • Reliable Communication: Secure and efficient communication channels

Backup, Continuity & Disaster Recovery

  • 3-2-1 Backup Management
  • Immutable Backups (with appliance)
  • OffSite Cloud Continuity


IRS Compliance

  • Written Information Security Policies (WISP)
  • IT Policies and Procedure Management


Secure Access

  • Identity and Access Management
  • Federated Access (SSO)
  • Data Access Management


Experience with vendors you trust


Re-Think your IT support 


Key Support Services for Financial Practice Management

Executive & Operations


  • Support for every stage including startup, funding, and commercialization
  • vCIO & strategic IT planning
  • Equipment leasing options
  • Vendor management
  • License and asset management
  • Support for multi-site entities
  • Customer Driven Regulations

Healthcare Staff Support


  • Microsoft 365 / Google Workspace support
  • On-boarding & off-boarding employees
  • Remote and hybrid workforces
  • Support for custom financial process & workflows
  • Friendly US-Based Support
  • 24/7/365 Service Desk

Marketing & Software Suite


  • Automatic appointment reminders voice/fax/text
  • HIPAA compliant phone/fax/text
  • Email deliverability
  • CRM & automations
  • Remote access tools
  • Automated scripting
  • WordPress Website support

Security & Compliance


  • WISP – Written Information Security Policies
  • IT policies and procedures
  • Incident response plans
  • Managed annual security risk assessments
  • Customer driven regulations
  • Cybersecurity staff training
  • Patch management
  • Endpoint security
  • Encryption management for mobile devices
  • Email encryption services

Switching IT providers, starting a new project or just need support? Call now 855-8CLOUD9 or just reach out below