managed it services for accounting firms

trusted managed IT services for CPA & accounting firms

Synergy Technical understands the unique IT challenges accounting and CPA firms face. We are committed to enhancing security, ensuring compliance, and boosting productivity through customized technology solutions. Partnering with us allows you to focus on your core business and client relationships while we support your IT infrastructure. Let us empower your operations and turn IT challenges into strategic opportunities for growth and success.

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Why do accounting firms need Managed IT Services?

Managed IT Services are essential for your accounting or CPA firm, especially for improving cybersecurity with continuous monitoring and real-time threat detection during critical periods such as tax season. We help ensure your firm stays compliant with evolving financial regulations like FINRA, Sarbanes-Oxley and GDPR, maintaining seamless operations. By providing advanced technology solutions, our IT services significantly boost your team's productivity, allowing them to focus more on strategic growth and client service. With expert guidance and scalable technology, we help you navigate complex challenges, expand your services, and secure a competitive edge in a demanding industry.

How can Managed IT Services help accounting firms?

Enhance your security and compliance
- Protect Your Data: As your managed IT services provider, we implement advanced security measures to safeguard your sensitive financial data. We help ensure robust protection with real-time threat monitoring and quick response to vulnerabilities.
- Guarantee Compliance: With deep knowledge of accounting industry regulations, we ensure that all your IT systems comply with necessary legal standards, minimizing the risk of penalties.

Leverage advanced technology
- Cloud Solutions Expertise: As a Microsoft Cloud Solutions Partner, we provide seamless and secure transitions to cloud-based platforms. Leveraging our partnership, we optimize cloud performance and manage ongoing system maintenance, ensuring you benefit from the best in Microsoft's scalable and secure cloud technologies. This allows you to focus more on your core business functions.
- Software Integration: We integrate your essential systems—ERP, CRM, and specific accounting software—to streamline processes and improve operational efficiency, crucial for accurate financial reporting.

Ensure reliability and continuity
- Continuous Support: Our comprehensive support includes training your team to use new technologies effectively and maintaining best security practices, along with help desk services for any issues that arise.
- Disaster Recovery: We design and implement robust disaster recovery plans that protect your data and ensure quick service restoration to maintain business continuity and safeguard your firm’s reputation.

Our ultimate IT service capabilities for accounting firms

Our IT team is dedicated to providing premium level of service with customized service offerings based on your accounting or CPA firms needs. When you call our IT service desk, we don’t just ask you how we can help; we get right down to business.

Asset lifecycle management

Effective asset Lifecycle Management is crucial for maximizing the value and minimizing costs. We ensure your organization has enterprise-grade equipment that optimizes resource utilization.

Desktop monitoring & care

Our preventive maintenance service for desktops proactively and regimentally monitors and addresses common problems experienced by desktop users.

Microsoft cloud environment support

We provide support for Microsoft 365 Exchange Online, Teams, OneDrive, SharePoint Online; management of Microsoft 365 end user accounts, permissions, and access rights.

Mobile Device Management (MDM)

Our MDM solution is the fastest, most comprehensive way to get devices configured for company access and to ensure that your organization’s data is secure on smartphones and tablets.

Remote support for your users

Work late? Work early? Work weekends? It doesn’t matter. Anytime you run into a problem with your technical equipment, you can give our team a call.

Security alert monitoring & remediation

Our fully staffed SOC drives remediation of threats within your workstations & servers. And regardless of where your users are working, we can help detect all known & unknown threats.

Server monitoring & care

When a system or function fails to work properly, an alert is generated and our team will immediately investigate the issue.

Workstation documentation & reports

We use sophisticated remote management and monitoring agents in order to provide IT system performance reports. Our IT system performance reports can help you manage asset inventory and budget planning needs.

Understand the benefits and implications of legal IT services

Synergy Technical has produced an ultimate guide designed for a wide range of professionals within the legal industry, from small boutique law firms to large multinational practices, as well as decision-makers in legal tech startups and in-house legal departments. This guide serves as an essential resource for managing partners, IT managers, and legal professionals looking to deepen their understanding of the current landscape of IT support for law firms. Whether you are seeking to enhance your firm's IT infrastructure, navigate the complexities of cybersecurity, or scale your operations efficiently, this guide provides valuable insights and advice tailored to the unique needs of the legal sector.

Our unique approach to Managed IT Services for accounting and CPA firms

We will conduct a comprehensive, unbiased review of your existing IT strategy and infrastructure.

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System Audit

We will conduct a full system audit/review. This will provide us with complete understanding of your environment and how your organization uses each system today. We will also look for possible problem areas that we can address.

Identify

We will address any gaps in your IT plan for cybersecurity, personnel training, and risk management.

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Outcomes

We will make technology recommendations that will make sure you achieve your organization's technology objectives.

Why choose Synergy Technical to be the Managed IT Services provider for your accounting firm?

Synergy Technical is an award-winning industry-leading Microsoft Cloud Solutions Partner that delivers comprehensive technology solutions to meet the needs of today's highly connected and interactive organizations.

We have a global reputation of highly trained IT leaders that are experts in their field and provide our clients with exemplary service every project. We treat every customer and engagement as a completely unique opportunity. We know cookie-cutter formulas just won't cut it because your organization, its people, and its data are nothing like the one next door.

Managed IT Services industry verticals

Customers can trust we’ve got IT covered. We have built proven strategies into our Managed IT Services Model that have successfully helped customers all over the globe optimize operations and accelerate outcomes.

Banks

Energy

Legal

Manufacturing

Nonprofit

Pharmaceutical & Healthcare

Retail

Our consulting services related to Managed IT Services

We offer assessments, engagements, design & configuration, and more. Each resulting in a roadmap to success for your digital transformation.

Cloud Security Assessment & Strategy

Cloud Strategy & Design

Licensing Assessment & Strategy

Managed IT Services

Productivity Cloud Immersion Experience

Security Cloud Immersion Experience

How we're different

Recognitions and certifications

Synergy Technical has been accredited with several partner recognitions.

Microsoft FastTrack Ready Partner

FastTrack is a combination of resources, engineering expertise, and best practices that ensures you have the most efficient deployment & adoption possible.

Cloud Immersion Experience facilitators

As one of Microsoft's top CIE partners, we have experience showcasing the benefits of Microsoft productivity and security solutions.

Microsoft Cloud Solutions Partner

We have earned competencies in Productivity, Cloud Platform, Enterprise Mobility + Security, Collaboration, and Devices & Deployment.

Our proven experience

Deployed over 3M seats of Office 365, Microsoft 365, & Microsoft EM+S
Customers in all 50 states
Experience in 70+ countries

Frequently asked questions (FAQ) for Managed IT Services for Accounting and CPA Firms

What specific IT services are included in your managed IT package?

Our managed IT services encompass comprehensive 24/7 monitoring and support, proactive cybersecurity measures, data backup and disaster recovery, regular compliance checks, and maintenance of your IT infrastructure. We tailor our packages to meet the specific needs of accounting and CPA firms, ensuring all aspects of your IT environment are covered.

Account management: Patching, security and inventory reports. Custom project work tailored to the results of your engagement. Licensing assessments and guidance.
Business continuity: Data backup and business continuity. Redundancy options: both cloud and off-site with Microsoft 365.
Guaranteed customer satisfaction: 80% first call resolution rate with 80% of calls answered within 30 seconds
Help desk: 24/7/365 support for chat, phone, and email with escalation path for critical business impacts.
Microsoft Cloud Environment Support: We provide support for Microsoft Exchange Online, Teams, OneDrive, SharePoint Online, management of Microsoft 365 end user accounts, permissions, access rights, and more.
Mobile device management: Protect and manage your organization's sensitive information and data, streamline device enrollments, and meet compliance requirements.
Networking monitoring and care: Proactive maintenance, behind the scenes updates, patch testing, verification and deployments.
Security: Cloud Security Engagement results including endpoint and multi-factor authentication results and cloud detection response with a fully managed SIEM backed by our SOC.

How do you ensure business continuity, security, and compliance with financial regulations?

We prioritize data security and compliance by implementing industry-standard security protocols, including encrypted data storage and transmission, and secure access controls. Our services are meticulously designed to comply with stringent financial regulations such as FINRA, Sarbanes-Oxley, GDPR, and other local standards. With extensive experience working with organizations that have highly-regulated security and compliance needs, we bring a depth of knowledge and a proven track record of maintaining rigorous compliance, ensuring your firm meets all regulatory requirements effectively.

What is your response time for IT issues, and is support available 24/7?

We offer 24/7 end user support with 80% first call resolution rate and 80% of calls answered within 30 seconds for critical issues. Our team is equipped to handle any IT challenges swiftly and efficiently, minimizing downtime and ensuring that your firm can continue to operate smoothly at all times.