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 You Face
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 Solutions
Data Security & Compliance
IRS Publication 4557 compliance, FTC Safeguards Rule implementation, encryption, MFA enforcement, and audit logging.
Tax Season Readiness
System optimization before busy season, extended support hours, rapid response, temporary workstation provisioning, and proactive monitoring.
Accounting Software Support
QuickBooks, Sage, Xero, FreshBooks, Drake, Lacerte, ProSeries, UltraTax CS, and document management systems.
Secure Client Portals
Encrypted file upload/download, e-signature integration, client communication tools, and automated reminders.
Remote Access Solutions
Secure VPN, cloud-based applications, mobile device management, and work-from-home configurations.
Compliance Documentation
IRS requirements, FTC Safeguards Rule, SOC 2 readiness, and Florida State Board standards.
How We Work With You
- Compliance Assessment — We evaluate your current environment against IRS and FTC requirements.
- Security Roadmap — We create a prioritized plan addressing compliance gaps and security vulnerabilities.
- Tax Season Prep — We optimize systems and ensure everything is ready for your busiest time.
- Secure Implementation — We deploy compliant systems with proper encryption and access controls.
- Year-Round Support — We provide ongoing monitoring with extended hours during tax season.
Why 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
- Extended support hours—available when you need us during busy season
- Rapid response—technology issues can’t wait when deadlines loom
- Written Information Security Plan—we help you create and maintain your WISP
Who We Serve
- CPA firms (1-30 staff)
- Bookkeeping services
- Tax preparation offices
- Financial advisors
- Payroll service providers
- Enrolled agents
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.
Do you help with FTC Safeguards Rule compliance?
Yes. The FTC Safeguards Rule requires financial institutions to implement comprehensive security programs. We help you meet these requirements and maintain documentation for compliance.
Can you set up secure client portals?
Absolutely. We can implement secure document sharing portals that allow clients to upload sensitive tax documents safely, integrated with e-signature solutions for a streamlined workflow.
Secure Your Clients’ Financial Data
Get IT that works when tax season demands it.
Schedule Your Compliance Review
Or call (321) 221-7117 to discuss your needs.
Services for Accounting Firms
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Ready to Get Started?
Let iTech Plus handle your IT so you can focus on growing your business. Reach out today for fast, reliable support.