CPA firm IT support
IT support for CPA firms that depend on accuracy, security, and deadlines.
Accounting firms work to dates that do not move. Client expectations stay high. Financial information has to stay protected. 323 Technologies provides managed IT, cybersecurity, Microsoft 365, and a named owner for CPA firms across Dallas–Fort Worth — so technology is not the bottleneck when the calendar is full.
When the deadline is fixed, the systems cannot be the variable.
Tax preparation, year-end reporting, audits, client files, and daily email all assume the environment will hold. A small outage in a quiet month is annoying. The same outage in March is a staffing and revenue problem.
We help firms protect client data, keep staff productive in the office and at home, and cut the recurring issues that steal the day. Managed IT, security, and Microsoft 365 belong to one team — not a stack of vendors the office manager has to referee.
What makes a CPA firm different
Accounting work uses technology at every step of a client engagement. Peak weeks do not leave room to discover who owns the outage.
Tax season leaves no spare capacity
Most businesses have slow weeks. CPA firms have filing dates. When systems are down, staff cannot reach tax software, client records, financials, email, or shared files. Peak-period problems show up immediately as delayed work, not as an IT ticket sitting in a queue.
Financial information clients already trust you with
Returns, statements, payroll, banking, personal identifiers, business books. An incident is a trust problem, an operations problem, and a reputation problem. Antivirus is not a program. Identity, email, access, and recovery have to be in the monthly work.
Accountants working from more than one place
The office, a home office, a client site, a conference room. Applications, documents, and communications have to be reachable securely without a different ritual in each room.
Threats that already know what a firm holds
Phishing, business email compromise, stolen credentials, ransomware, accounts that should have been closed. Clients, carriers, and partners are asking harder questions. Security is a business concern, not a sidebar.
How 323 Technologies supports a firm
We help accounting firms run an environment staff can use during the week that matters — secure, documented, and owned.
Managed IT
Workstations, laptops, accounts, the network, printers, business applications, remote users, and Microsoft 365. Issues get handled while the day is still the day. Recurring problems get traced to a cause instead of closed and reopened.
- Help desk that already knows the firm
- Devices, accounts, and the office network
- Remote staff without a second set of rules
Microsoft 365 with an owner
Email, Teams, SharePoint, OneDrive, users, licenses, and security often live in one tenant. We administer that tenant so collaboration and access are not a hope. Microsoft 365 management is the full version of that work.
- Exchange Online, Teams, SharePoint, OneDrive
- User lifecycle and former-employee access
- Security settings that match how the firm actually files
Security in the month, not a project
Multi-factor authentication, email protection, access reviews, endpoints, identity, backups that have been restored, and staff who know what a phish looks like. Cyber insurance readiness is the same story when a questionnaire is on the desk.
- Identity and email that are actually watched
- Access that matches who still works here
- Recovery you can describe, not assume
Continuity when a peak week cannot slip
Backup strategy, a restore story, documentation, and infrastructure that can take a hit. Unexpected events happen. The question is whether the firm can still file.
The work around the work
Secure client collaboration
Firms exchange sensitive files every week. Communication and sharing have to be usable and under control — not a personal Dropbox because SharePoint was never finished.
Onboarding and offboarding
Accounts, devices, permissions, access reviews, and departures. A structured path in and out is how you keep productivity without leaving a mailbox open behind someone.
One owner for the vendors
Tax software, cloud platforms, internet, security tools, phones. 323 Technologies is the contact when those companies will not own the whole picture.
Problems firms bring us
The situations differ. The reasons for the call are often the same.
Support that goes quiet in the weeks that count
A ticket that takes days in January is a problem. The same ticket in April is a staffing crisis. Responsiveness, communication, and a named owner are the job.
Microsoft 365 nobody can explain
Who can see the SharePoint library, whether MFA is actually on, former employees, email security. We give the firm visibility and control instead of hoping the defaults were enough.
Documents that are everywhere and owned by no one
Large volumes of client files. Staff need them fast and the firm needs them controlled. Organization and access should not be a scavenger hunt every busy season.
Growth faster than the closet
More staff, more clients, another office. Standards, documentation, and a process that can take the next hire. Multi-location IT support is the same problem at more than one address.
Why CPA firms work with 323 Technologies
Technology problems affect every business. For an accounting firm they also affect a date on the calendar.
Deadlines are part of the job
Peak weeks change what “soon” means. We treat responsiveness during filing periods as the standard, not a favor.
Security as the default
Identity, email, backups, and access are how client financials stay with the firm. They are not an add-on after tax season.
Less friction, not more process
Recommendations should make the week easier — productivity, reliability, a path staff will actually use.
A partner, not a help desk
Many firms are done with a ticket queue. They want someone who understands the season and will plan the next year. If the current provider cannot, that is a Replace your IT company conversation.
CPA firm IT questions
Do you support small and midsize CPA firms?
Yes. We support firms that need a real technology team without building an internal IT department.
Can you support remote accountants?
Yes. Secure access from the office, home, and a client site is a normal requirement — not a special project.
Do you manage Microsoft 365 for accounting firms?
Yes. Administration, security, licensing, SharePoint, Teams, and the ongoing work in the tenant. See Microsoft 365 management.
Can you help with cybersecurity?
Yes. Identity, devices, email, access, backups, and recovery are part of the monthly work, not a one-time install. See cybersecurity.
What if we are unhappy with our current IT provider?
Many firms come to us for faster response, clearer communication, and someone who will actually own security. Replace your IT company is how that handoff runs.
Can you help us prepare for growth?
Yes. Standards, documentation, and an environment that can take the next hire or office. Multi-location IT support is that work when there is more than one address.
Next step
Schedule a consultation
We’ll look at tax season, files, Microsoft 365, and who owns them when something fails.
Next step
The firm should be on clients and deadlines, not on tickets.
Whether you are tightening security, putting an owner on Microsoft 365, replacing a provider that went quiet, or getting ready for the next busy season — we will look at the firm and tell you what ownership would take.
Or call (817) 477-6111