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IT Support for Accounting Firms

WISP-ready technology for CPAs, tax preparers, and bookkeeping practices on Long Island.

Protect the Returns. Protect the Practice.

You already hold SSNs, bank details, and tax records. The IRS Safeguards Rule and New York’s SHIELD Act expect a Written Information Security Plan — not a folder of leftover policies.
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Tax season is not the time to discover the backup never ran or last year’s intern still has access to the client share.

What Accounting Firms Struggle With

Files still moving as email attachments
WISP, IRS Safeguards, NY SHIELD, and tax-season file sharing.
No real WISP
FTC Safeguards and NY SHIELD want a living plan, not a PDF from 2019.
Seasonal staff leftover access
January hires need folders today. April access that never gets removed is how firms get burned.
Tax-season downtime
If Drake, Lacerte, UltraTax, or the file server dies in March, billable work stops.

How We Help Accounting Firms

Managed IT
Helpdesk, patching, and 24/7 monitoring so issues are caught before they stop the day.
Managed IT Services →
Cybersecurity
Email filtering, endpoint protection, MFA, and staff awareness. Most attacks still start in the inbox.
Cyber Security →
Backup & BDR
Image-based backups with tested restores. A backup you have never restored is a hope, not a plan.
Backup and BDR →
Technology compliance
NY SHIELD, PCI if you take cards, and written policies people will actually follow.
Technology Compliance →
Hosted phones
Cloud phones with mobile apps, call routing, and voicemail-to-email.
Hosted Phone Services →
Cabling & infrastructure
Clean switches, access points, and drops so the network matches the office.
Low Voltage & Cabling →

Built around WISP, IRS Safeguards, and NY SHIELD

  • Written Information Security Plan support
  • Encryption and access control for tax files
  • Vendor and remote-access review
  • Incident response that fits a CPA firm
  • Staff training before and during tax season
  • Offboarding checklist when seasonal help leaves
Start with the WISP conversation
We already published the beginner’s guide. The next step is implementing it on your actual servers and Microsoft 365 tenant.
Request a Quote

The accounting stack we support

Tax / books
Drake
Lacerte
UltraTax
QuickBooks
Collaboration
Microsoft 365
SharePoint client rooms
OneDrive
QuickBooks
Security
MFA
Email filtering
Keeper
Encrypted links

Reading for accounting firms

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Microsoft Is Changing Allowed Auth Methods and Retiring Two – Don’t Lose Access to Your Accounts!

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Professional collage for Better IT Now showing a law office, a medical scanner, and financial data, with the text "Incident Response for Regulated Industries."

Incident Response for Regulated Industries: What Attorneys, Medical Offices, and Financial Professionals Need to Know

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A professional WISP document folder and laptop on an office desk, representing data security for accounting firms.

Creating a Written Information Security Plan (WISP) for Your Accounting Practice

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Business Associate Agreements (BAAs): What Dental Offices Should Include When Hiring Vendors

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Encryption for Legal Communications: Email and File Sharing Best Practices

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Secure file sharing for accountants showing encrypted document transfer to a secure cloud portal with Better IT Now branding

Secure File Sharing for Accountants: Moving Beyond Email Attachments

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Understanding Confidentiality Duties in the Digital Age

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Why End-of-Life Software Is a Bigger Risk Than Most Businesses Realize

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Microsoft 365 Licensing Is Changing Again — Are You Overpaying?

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Modern dental office computer displaying Better IT Now logo, representing HIPAA-compliant IT services for Long Island dental practices

HIPAA 101: What Every Dental Practice Needs to Know About Privacy and Security Rules

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Other Industries We Serve

General Business
Offices and operators that need reliable IT without a full-time staff.
General Business →
Professional Services
Firms whose product is confidentiality, deadlines, and client files.
Professional Services →
Accounting
WISP-ready IT for CPAs, tax preparers, and bookkeepers.
Accounting →
Financial Services
GLBA- and FINRA-minded technology for advisors and RIAs.
Financial Services →
Legal
Privilege-first Microsoft 365, email, and matter files.
Legal →
Healthcare
Privilege-first Microsoft 365, email, and matter files.
Healthcare →
Dental
PMS, imaging, and HIPAA — so chairs stay full.
Dental →
Veterinary
Clinic uptime for PMS, imaging, and the treatment floor.
Veterinary →
Manufacturing / Distribution
Office and floor networks that keep shipping moving.
Manufacturing / Distribution →

If your business requires reliable technology call us!

At Better IT Now, we are more than just an IT provider — we are your trusted technology partner.

(631) 888-5850

Request a quote

Request a Quote

If your business requires reliable technology and has a need proper and responsive support drop us a line!