Managed IT for Orange County Accounting & Tax Firms
Protect client data, stay up through tax season and meet the FTC Safeguards Rule, for one flat monthly fee.
Built around trust and deadlines
Accounting and tax firms run on trust, deadlines and confidential data. Enterprise Data Solutions has been the IT department for Orange County businesses since 2001. We protect client files and tax records with encryption, multi-factor authentication and tight access controls, keep your systems available through tax season and month-end close, and help you meet the FTC Safeguards Rule, so your team can focus on clients instead of technology.
We work with CPA firms, tax preparers and accounting practices.
WHAT WE HANDLE FOR ACCOUNTING FIRMS
Everything below is part of our managed IT service.
FTC Safeguards Rule and your WISP
The FTC Safeguards Rule lists tax preparation firms among the businesses it covers. It requires a written information security program, a designated Qualified Individual, risk assessments, multi-factor authentication and encryption, and reporting breaches that affect 500 or more people to the FTC within 30 days. We build and maintain the technical safeguards and help you keep the written plan current.
Up and running through tax season
Proactive 24/7 monitoring, maintenance and patching catch problems before they slow your team down, and our help desk and after-hours support are there when deadlines don’t wait.
Locked-down client data
Encryption, multi-factor authentication and tight access controls keep tax records and financial statements limited to the people who need them, including when staff work remotely.
Email and payment-fraud protection
We harden email against spoofing and account takeover and help you put a call-back verification step in place before anyone changes where money goes.
Backups you can count on
Backup and disaster recovery is included in your monthly fee, so client files and tax records can be restored after a hardware failure, a ransomware attack or an accidental deletion.
One predictable monthly fee
One flat monthly fee, set by your locations, users, servers and devices, covers IT support labor, including projects, upgrades, office moves and after-hours support. No hourly bills and no onboarding fee. See exactly what’s included.
SOFTWARE WE SUPPORT
Selected tax and accounting software we work with:
QuickBooks · Xero · Lacerte Tax · UltraTax CS · CCH Axcess · Drake Tax
We handle the technology side of compliance. Your legal or compliance advisor confirms which obligations apply to your firm.
See where your firm’s security stands.
Start with a free IT & Security Assessment. We visit your office, review your network, backups and email security and give you a written scorecard of what’s solid, what’s at risk and what we’d fix first. It’s yours to keep whether or not you hire us.