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 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.

IT consulting team at Synergy Technical meeting with accounting firm to discuss Managed IT Services.

 

Employees in accounting firm seen collaborating with one another using devices that are monitored, protected, and supported by Synergy Technical.

 

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 your accounting firm

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.

Do you want to find out more?

Entrust us with your IT needs and focus on growing your business and serving your clients. Through our managed IT services, your accounting firm's IT infrastructure is in capable hands, allowing you to operate confidently and efficiently.

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Whitepaper titled "The Ultimate Guide: IT Support for Accounting Firms" by IT consulting firm Synergy Technical.

 

Explore the shift toward digital transformation and the increasing dependence on proactive IT services

 

Synergy Technical has come up with an ultimate guide for accounting professionals. Tailored to meet the needs of everyone from small local firms and freelance accountants to employees in large multinational organizations, this guide delivers crucial insights. It focuses on the unique IT needs of accountants, equipping them with the knowledge to effectively utilize IT support. Understanding how to navigate digital transformation allows accountants to uphold high service standards, enhance operational efficiency, and improve data security.

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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Icon that shows a document with a check mark for audit and reviews

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.

Icon that shows a magnifying glass with an indicator mark for identifying and addressing any gaps in an IT plan

Identify

We will address any gaps in your IT plan for cybersecurity, personnel training, and risk management.
Icon that shows an IT consultant with a messaging mark for showing recommendations

Outcomes

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

Synergy Technical IT support team assisting an accountant by troubleshooting work app access issue.

 

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.

Learn more about our Managed IT Services

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.

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.

How we're different

Recognitions and certifications

Synergy Technical has been accredited with several partner recognitions.

Microsoft FastTrack Ready Partner

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.

(A21) Speaker

Cloud Immersion Experience facilitators

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

(A33) Award

Microsoft Cloud Solutions Partner

We have earned competencies in Productivity, Cloud Platform, Enterprise Mobility + Security, Collaboration, and Devices & Deployment.
(A30) World

Our proven experience

  • Deployed over 3M seats of Office 365, Microsoft 365, & Microsoft EM+S
  • Customers in all 50 states
  • Experience in 70+ countries
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Ready to get started?

We offer a variety of ala carte offerings and can customize an offering for your accounting firm. Contact us today to request a free consultation for managed IT services for accounting firms.

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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, 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.