Industries · Accounting & CPA
IT that holds up through tax season
Between January and April 15, a slow server or a locked account costs you hours you can't get back. We keep your tax software, portal and email running, and we help you meet the IRS and FTC rules for protecting client data.
For accounting & cpa
What we handle for you
- 01
Tax and accounting software
Drake, Lacerte, UltraTax, ProSeries and QuickBooks all have their own habits around updates, licensing and multi-user access. We keep them current and working for every preparer.
- Installs and updates for Drake, Lacerte, UltraTax, ProSeries and QuickBooks
- New tax-year software installed and tested before the January rush
- Secure remote access so preparers can work from home during the crunch
- 02
WISP and the Safeguards Rule
The FTC Safeguards Rule and IRS Publication 4557 expect tax and accounting firms to keep a written information security plan and use multi-factor authentication. We help you write the plan and then put the safeguards behind it.
- A WISP that describes how your office actually handles client data
- Multi-factor sign-in on email, tax software and remote access
- Plan reviewed at our quarterly meetings as staff and software change
- 03
Client portals and document intake
Clients will email a W-2 or a bank statement if you let them. A portal gives them a safer place to send it, and some automation saves your staff from downloading and renaming attachments all day.
- A secure client portal for uploads and signed engagement letters
- Encrypted email for the clients who insist on email anyway
- Automation that pulls W-2s, 1099s and invoices out of email and files them
- 04
Backups and busy-season uptime
The worst week for a server to fail is the first week of April. We watch your systems around the clock and back up client files with Datto, and we test the restores so you know they work.
- 24/7 monitoring, with patches timed around your late nights in season
- Datto backups of client files and tax data, with regular restore tests
- Hardware replacements planned for summer, not the middle of March
Why WITTCO
Why CPA firms work with WITTCO
We plan around your calendar. Big changes happen in the slow months, and tax season gets fast, steady support.
Fast help in March
Our U.S.-based help desk picks up most remote requests in under 15 minutes. In the middle of filing season, that keeps a locked-out preparer from losing half a day.
Help with the paperwork
We help you build your WISP, keep it current and show the safeguards behind it, so the Safeguards Rule stops sitting on your to-do list.
No long-term contract
Plans start at $99 per user per month and there is no long-term contract. We'll work out how to handle seasonal preparers when we set up your plan.
Questions
Questions accounting firms ask us
Do we really need a written information security plan?
If you prepare tax returns, yes. The FTC Safeguards Rule covers tax preparers and requires a written information security program, and IRS Publication 4557 points preparers to the same rule. We help you write a plan that fits your office and put the safeguards behind it in place.
Can our preparers work from home during tax season?
Yes. We set up secure remote access to your tax software and files with multi-factor sign-in, so preparers can work from home without copying client data onto personal computers.
What happens if our server dies in the middle of March?
We restore from your Datto backup, which we test on a schedule so you are not finding out whether it works on the worst possible day. Depending on your setup, the office may be able to run from the backup while we repair or replace the hardware.
Can AI help with client documents without putting data at risk?
Yes, with the right setup. We configure business AI accounts where your data is not used to train public models, and we build automations that pull forms and invoices out of email and file them where they belong. We usually start with a readiness assessment so you know what is worth automating.
Other industries we serve
Get ready before next tax season
Book a free assessment and we'll review your security and your WISP and tell you what to fix before January.
Prefer email? support@getwittco.comBased in Lacombe, LA. Working across: