Your complete IT environment, expertly managed.
One fixed monthly fee. 24/7 monitoring. Unlimited support. Security and compliance built in. Founded by practicing CPAs who understand accounting software and tax season pressure.
The Problem Most Firms Face
Generic IT providers don't understand accounting.
If your current IT provider can't name the tax software you use, can't spell 'WISP', and disappears during tax season, you're paying for the wrong thing.
Slow tickets
Response times measured in hours or days, not minutes. No tax-season priority.
No software knowledge
They Google how to fix CCH Axcess while your staff waits to file returns.
Compliance gaps
They haven't heard of IRS Pub 4557 and your WISP is a template you downloaded.
Surprise bills
Every 'out of scope' request is an extra charge that was never explained.
What's Included
Everything your firm needs, handled.
One fixed monthly fee covers your entire IT operation: monitoring, support, security, compliance, and strategic planning.
24/7 Proactive Monitoring
We watch every server, workstation, and network device around the clock. Issues get caught and resolved before they interrupt your workflow.
Unlimited Helpdesk
Your team calls or emails us as much as they need. No per-ticket fees, no overage charges. Fixed monthly cost that grows with your firm.
15-Minute Response Target
During business hours, we respond within 15 minutes on average. During tax season, expect faster.
Multi-Layered Security
Duo MFA, Keeper password management, Bitdefender EDR, Huntress threat detection, ThreatLocker application control, and Blackpoint MDR. All included.
Compliance Management
We maintain your WISP and keep you aligned with IRS Publication 4557 and the FTC Safeguards Rule.
Software Expertise
CCH Axcess, Thomson Reuters, Lacerte, Drake, TaxDome, Sage, QuickBooks, Karbon, Canopy: we know the software your firm actually uses.
Onsite & Remote Support
Whether your team is in the office or working remotely during tax season, we support them the same way. No extra fees for remote access.
Quarterly Strategic Reviews
Dedicated vCIO reviews with your leadership team every quarter to align IT spend with firm growth and upcoming needs.
Why CPA Firms Choose Us
We're accountants who happen to run an MSP.
When Konrad and Kevin Martin started Tech Advisors in 2002, they weren't IT guys who decided to target accounting firms. They were practicing CPAs who couldn't find an IT provider that understood their world, so they built one. That perspective is why 100+ accounting firms trust us with their infrastructure.
Read our founding storyFounded by CPAs
Konrad and Kevin Martin practiced as CPAs before building Tech Advisors in 2002. They understand tax season, client deliverables, and compliance from the inside.
23+ Years in the Industry
We've supported accounting firms through every major shift: cloud migrations, COVID-era remote work, ransomware surges, IRS rule changes. Experience matters.
Accounting Software Specialists
Generic MSPs don't know how to troubleshoot CCH or optimize Lacerte performance during March. We do, because it's all we do.
Fixed Monthly Pricing
Fixed monthly pricing means predictable IT costs. Day-to-day support, security, and maintenance are included — without surprise invoices for normal operations. Work that falls clearly outside managed services is scoped, discussed, and approved in advance.
“Given Kevin's and Konrad's previous background as CPAs, I know they have an innate understanding of our business. Their industry knowledge means they're already familiar with the software our firm uses and can help us immediately whenever we need support. Working with Tech Advisors provides a level of reassurance I've never felt with any other technology company.”
The Transition
Switch without disruption.
We've transitioned hundreds of accounting firms. We know how to take over your IT without taking down your firm.
Free Assessment
We audit your current environment, document everything, and build a custom migration plan. No obligation, no pressure.
Parallel Operation
For 1-2 weeks we run alongside your existing IT provider. Your team doesn't notice anything except faster tickets.
Full Handover
We take over completely. Your old provider is released. Your team keeps working with minimal disruption.
Questions & Answers
Managed IT: Common Questions from CPA Firms
We specialize in CPA and accounting firms. Our founders are practicing CPAs who built the company in 2002 because generic IT providers didn't understand their industry. We know CCH Axcess, Thomson Reuters, Lacerte, Drake, and the compliance frameworks (IRS Pub 4557, FTC Safeguards) that matter to accounting firms. We support businesses outside accounting too, but accounting is where our expertise runs deepest — most MSPs treat you like any other business, and we treat you like the accounting firm you are.
Our managed IT is priced per user per month with fixed, predictable costs. The exact amount depends on your firm size, security requirements, and compliance needs. During your free IT assessment, we'll build a custom quote based on your actual environment, with no hidden fees and no 'out of scope' charges.
We offer after-hours and weekend support during tax season (January 1 - April 15). That's non-negotiable for us. If a server goes down at 11pm on April 13th, we're online solving it, not sending you to an answering service.
We've transitioned hundreds of CPA firms. The process starts with a free assessment of your current environment, then we build a no-downtime migration plan. We typically run in parallel with your existing provider for 1-2 weeks, then take over. Your team shouldn't notice anything except that tickets get answered faster.
Yes. We support the major accounting software platforms: Wolters Kluwer CCH Axcess, Thomson Reuters UltraTax and CS Professional Suite, Intuit Lacerte and ProSeries, Drake Software, TaxDome, Sage, QuickBooks Desktop and Online, Karbon, Canopy, Bloomberg Tax, Financial Cents, CaseWare IDEA, and more. If you're using it to run your firm, we probably support it.
Yes. Compliance with IRS Publication 4557 (which requires a written information security plan) is a core part of what we do. We'll help you build a WISP that actually meets the requirements, not a template you download and never use. We also handle FTC Safeguards Rule compliance and the cyber insurance documentation most carriers now require.
Absolutely. That's called co-managed IT and we offer it as a separate service. If you have an internal IT person or small team, we can augment them with 24/7 monitoring, security stack, helpdesk overflow, and strategic guidance without replacing them. See our Co-Managed IT page for details.
We currently manage IT for 100+ CPA and accounting firms across the United States, ranging from solo practitioners to 100+ employee firms. Most of our clients have been with us for 5+ years.
Ready to talk?
Stop fighting your IT. Start running your firm.
Schedule a free 15-minute consultation. We'll talk through your current setup, what's broken, and whether we're a fit for your firm. No sales pitch, no obligation.
- Free IT assessment with no obligation
- Custom quote based on your actual environment
- Predictable fixed-monthly pricing with no surprise invoices
- We aim to respond within 15 minutes during business hours
Get Your Free IT Assessment
Tell us what's not working. No obligation, predictable fixed-monthly pricing.
Managed IT for Accounting Firms
Your tax season just got calmer.
Join 100+ CPA firms who trust Tech Advisors to keep their IT running, no matter what April 14th throws at us.