IT Services for Accounting & Financial Firms in Central Florida
Tax season doesn’t wait for IT problems. Your clients depend on you, and you need technology that works when deadlines matter most. iTech Plus provides managed IT services built for accounting firms and financial services businesses in Davenport and throughout Central Florida.
IT Challenges Facing Accounting Firms
Financial services firms face unique technology challenges:
- Protecting sensitive financial data—client information is a prime target for theft
- Tax season system reliability—downtime during busy season is unacceptable
- IRS and regulatory compliance—real requirements with real consequences
- Remote work for accountants—secure access from home and client sites
- Software integration complexity—making multiple systems work together
Our Accounting & Financial IT Solutions
Data Security & Compliance
Meet regulatory requirements while protecting client data:
- IRS Publication 4557 compliance support
- FTC Safeguards Rule implementation
- Encrypted data storage and transmission
- Multi-factor authentication enforcement
- Access controls and audit logging
Learn more about our cybersecurity services
Tax Season IT Readiness
Prepare for your busiest time of year:
- System performance optimization before busy season
- Extended support hours during tax season
- Rapid response for critical issues
- Temporary workstation provisioning when you add staff
- Proactive monitoring to prevent problems
Accounting Software Support
We support the applications your firm depends on:
- QuickBooks Desktop and QuickBooks Online
- Sage 50, Sage Intacct
- Xero, FreshBooks, Wave
- Tax software: Drake, Lacerte, ProSeries, UltraTax CS
- Document management: SmartVault, FileCenter, Doc.It
Secure Client Portals
Exchange sensitive documents safely:
- Encrypted file upload and download
- E-signature integration
- Client communication tools
- Automated reminders and notifications
Learn more about our cloud services
Compliance Frameworks We Support
IRS Data Security Requirements
Publication 4557 outlines requirements for tax preparers to protect taxpayer data. We implement the technical controls you need.
FTC Safeguards Rule
Financial institutions must implement comprehensive security programs. We help you meet these requirements.
SOC 2 Readiness
If your clients require SOC 2 compliance, we can help you prepare for certification.
State Board of Accountancy Standards
Florida-specific requirements for CPA firms and accounting practices.
Who We Serve
- CPA firms (1-30 staff)
- Bookkeeping services
- Tax preparation offices
- Financial advisors
- Payroll service providers
- Enrolled agents
Why Accounting Firms Choose iTech Plus
- We understand tax season pressure—we’ve supported firms through busy seasons
- Experience with accounting software—QuickBooks, tax software, and more
- Compliance documentation support—help with IRS and FTC requirements
- Flexible support options—extended hours when you need them
Frequently Asked Questions
How do you handle tax season support?
We offer extended support hours during tax season (January through April) and prioritize accounting clients for rapid response. We also recommend a pre-season checkup to identify and resolve potential issues before they become problems.
Can you help with IRS compliance requirements?
Yes. We implement the technical controls required by IRS Publication 4557 and can provide documentation for your Written Information Security Plan (WISP). We stay current on IRS requirements and update your systems accordingly.
What accounting software do you support?
We support all major accounting and tax software platforms, including QuickBooks (Desktop and Online), Sage, Xero, Drake, Lacerte, ProSeries, and UltraTax. If you use specialized software, we can learn it.
Secure Your Clients’ Financial Data
Get a free compliance review today.
Call (321) 221-7117—we understand tax season deadlines.