Tax season downtime
The server slows down exactly when everyone hits it at once. In March, an outage day is not a day, it is a backlog.
(562) 514-4234
FNLY IT - CPA and Accounting Firms
You live by deadlines and client trust. We keep tax software fast, client data locked down, and the office running when it matters most: from January to April 15.
Sound familiar?
The server slows down exactly when everyone hits it at once. In March, an outage day is not a day, it is a backlog.
Returns, statements, and IDs spread across mail inboxes, desktops, and USB sticks. One lost laptop is a breach letter.
Fraudsters know your clients send you financial documents. Fake requests land in exactly the right inbox.
Updates arrive mid-season and nobody dares to install them, or dares not to. Both are risks somebody should own.
Temporary preparers get accounts fast and lose them never. Every past season lingers in your permissions.
The written security plan the IRS expects exists as a document, not as reality on your machines.
What we take over
Fair questions
That is the design goal of the whole setup: capacity checks in December, freeze discipline in season, and priority handling from January to April.
We manage the environment your software runs in, from Lacerte to Drake to CCH, and handle the vendor calls. You prepare returns; we keep the platform standing.
We turn the written plan into actual controls: encryption, MFA, access rules, and documentation. If the plan says it, your systems do it.
Next step
Tell us how last tax season went and what must not happen again. From $175 per user per month, free initial assessment, and documentation that belongs to you.
