Tailored IT Solutions for CPA Firms
Optimize Your Operations and Enhance Security
SimplifyIT A-Z is the leading Managed Service Provider for small to mid-size CPA firms. We help streamline your workflows, reduce IT headaches and ensure compliance with industry standards. Most importantly, we do what’s right when nobody is looking.
Why Choose SimplifyIT A-Z for Your CPA Firm?
For small CPA firms, managing IT in-house can seem like a way to maintain control, but it often leads to increased costs, inefficiencies, and security risks. Partnering with a specialized Managed Service Provider (MSP) like SimplifyIT A-Z allows firms to offload IT complexities, ensuring seamless operations, enhanced cybersecurity, and scalable solutions tailored to their needs. With expert support, CPA firms can focus on delivering exceptional client service while leveraging cost-effective, cutting-edge technology without the burden of an in-house IT team.
Industry Knowledge
With nearly 20 years of experience in accounting
IT, SimplifyIT A-Z specializes in secure, compliant, and efficient technology
solutions tailored to CPA firms.
Stronger Security & Compliance
Protect sensitive client data, stay compliant
with industry regulations, and reduce cybersecurity risks with our proactive
security measures.
Expert IT Support for CPA Firms
We specialize in IT solutions tailored to the accounting industry, ensuring seamless integration with software like Drake, CCH, and Thomson Reuters.
Increase Efficiency, Lower Costs
Our clients experience fewer IT headaches, reduced downtime, and significant cost savings—without the expense of an in-house IT team.
What Our CPA Firm Clients Say
"Working with SimplifyIT has been a fantastic experience. The team is incredibly responsive, addressing issues swiftly and ensuring minimal disruption to our operations. They provide tailored solutions, proactively manage hardware, and stay ahead with forward-thinking IT strategies. Fady and his team have been a pleasure to work with, giving us confidence that our IT needs are always in good hands, so we can focus on doing our best work."
Melissa Stephens, Firm Manager
Snyder & Brown, CPAs, PLLC
IT Solutions Designed for CPA Firms
Running a CPA firm is complex, your IT shouldn't be. SimplifyIT A-Z takes the hassle out of managing technology, so you can focus on serving clients with confidence.
SimplifyIT A-Z provides customized IT solutions designed to meet the specific needs of CPA firms, ensuring seamless technology support at every stage of growth. Whether you're a small firm looking for essential security and compliance measures or a growing practice in need of scalable cloud solutions and advanced IT infrastructure, we tailor our services to fit your operations. As your firm expands, our IT solutions evolve with you, offering the flexibility, security, and efficiency needed to support long-term success.
A key component of our IT services is ensuring Written Information Security Program (WISP) compliance. Accounting firms must adhere to strict data protection regulations, and SimplifyIT A-Z has extensive experience helping firms implement and maintain WISP-compliant security frameworks. We conduct risk assessments, develop security policies, implement encryption and access controls, and ensure data protection measures align with regulatory requirements. Our expertise ensures your firm remains compliant, secure, and prepared for audits, giving you peace of mind that your client data is safeguarded.
Benefits for Your CPA Firm
Accounting Firm Expertise
You will gain access to a team who have extensive experience working with CPA Firms that can deliver best-in-class solutions. This ensures your business isn’t limited to the capabilities of one individual but can benefit from a team of professionals who stay current with industry trends, technologies and best practices.
Cost Savings
Through SimplifyIT A-Z’s partnerships with key vendors you will receive software and hardware at reduced rates that you can’t get from having an in-house IT team.
Security & Compliance
We offer proactive monitoring and maintenance, providing a higher level of security than many in-house teams can deliver. We are not reactive to issues when they arrive, but we are proactive to issues that help prevent them.
Data Management
We are well-versed in the CPA industry and understand your compliance requirements. This helps you avoid legal risks associated with data management and can prevent costly penalties.
Easy Onboarding Process: A Seamless Transition To Secure, Optimized IT
At SimplifyIT A-Z, we make transitioning to a secure and efficient IT environment simple. With our proven onboarding process, your firm can experience a hassle-free IT transition, so you can focus on serving clients with confidence while we handle your technology needs. Our three-step S.O.S. onboarding process ensures that your CPA firm’s technology is secure, optimized, and supported from day one.
1. Secure
We start by securing your systems, ensuring that all sensitive client data is protected with industry-leading security measures and meets regulatory compliance standards such as WISP. Our approach includes multi-layered cybersecurity protections, access controls, and encrypted backups to safeguard your firm against cyber threats and data breaches.
2. Optimize
Next, we analyze your firm’s line of business applications, including Drake, CCH, and Thomson Reuters, to identify ways to streamline workflows, enhance efficiency, and reduce costs. By leveraging cloud-based solutions and automation, we help CPA firms operate more smoothly while maximizing their technology investments.
3. Support
IT support shouldn’t stop after setup. We provide ongoing maintenance, proactive monitoring, and expert help desk support to ensure your systems continue running seamlessly. Whether it’s troubleshooting software issues, maintaining security updates, or optimizing performance, our team is here to support your firm every step of the way.
Ready to Make ROI the Focus of IT?
Contact SimplifyIT A-Z today to discuss your specific needs and receive a tailored recommendation.
We're happy to review your current IT services and provide an apples-to-apples comparison for your company.
Let us show you the SimplifyIT A-Z difference!
Stay Ahead With Expert IT Insights for CPA Firms
Looking to enhance your firm’s efficiency, security, and technology strategy? Our blog is your go-to resource for practical IT solutions designed specifically for CPA firms. From cybersecurity best practices and compliance updates to workflow optimization and software tips, we provide expert insights to help you stay competitive in a fast-evolving industry.
Impacts of CPA Firm Downtime
CPA firm downtime is more than just an inconvenience, it’s a business-critical issue that can significantly impact operations, revenue, and client trust. Unlike other industries, CPA firms operate on strict deadlines, especially during tax season and audit deadlines.
Essential Tech Tools Every Accounting Firm Should Use
The evolution of technology has brought forth numerous tools tailored to improve efficiency, security, and collaboration. For accounting firms, leveraging these tools can be the difference between operating at peak efficiency and struggling with outdated methods.
Top IT Security Risks Facing Accounting Firms
Imagine leaving your front door open, with all your valuables in plain sight, in a neighborhood known for burglaries. This analogy mirrors how many accounting firms unknowingly handle their IT security and put themselves at risk.