How to Audit Your Microsoft 365 Licenses
Find ghost licenses and trim Microsoft 365 waste in about 30 minutes.
Your firm handles some of the most sensitive financial data there is. NGT Technology provides secure, reliable IT for CPA firms, from getting ready for tax season to protecting client data and supporting IRS compliance all year.
Accounting IT Experts
Accounting firms hold tax returns, financial statements, payroll data and bank account numbers. That makes you a big target for criminals. On top of security, your systems have to hold up during tax season, when downtime hurts the most. NGT Technology builds IT around how CPA firms actually work.
Built Around Your Firm
Before the season starts, we audit your setup, tune your servers and plan for the extra load. We stress-test everything before January so filing season doesn't surprise you.
Expert support for QuickBooks, Lacerte, ProSeries, Drake, UltraTax, and other accounting and tax preparation software. We handle installations, updates, multi-user configurations, and performance optimization.
Layered security for client financial records like Social Security numbers, bank accounts and tax returns. Encryption, endpoint protection and intrusion detection help keep that data out of the wrong hands.
IT set up to support IRS Publication 4557 for tax preparers. We put in place the security controls, written information security plan and data safeguards the IRS requires.
Encrypted client portals for secure document exchange. Your clients can upload tax documents, review returns, and sign forms electronically without the risks of email attachments or unsecured file sharing.
Automated, encrypted backups of all client financial data, with fast recovery. Our disaster recovery plans follow IRS retention rules so your client records are there when you need them.
Our Approach
The IRS requires all tax preparers to have a written information security plan and implement specific data safeguards. Beyond compliance, your firm faces extreme seasonal demand that can overwhelm unprepared IT infrastructure. When your systems slow down during tax season, every lost hour multiplies across your entire team.
We know the accounting calendar. We get your systems ready before peak season, keep your tax software updated and tuned, and give you same-day support when every minute counts. Tax season is stressful enough without IT problems on top of it.
Book a Discovery CallChallenges We Solve
Systems that slow down or crash during tax season when your firm is handling peak workloads and every hour of downtime costs real revenue.
Meeting IRS data security requirements including written information security plans, risk assessments, and employee training documentation.
Protecting sensitive client data (Social Security numbers, bank accounts, income records) from scams and attacks that keep getting smarter.
Managing multi-user QuickBooks and tax software environments that require proper server configuration, licensing, and performance tuning.
Securely exchanging sensitive financial documents with clients who still rely on email attachments and unsecured file sharing methods.
Enabling secure remote work for CPAs who need to access client files, tax software, and collaboration tools from home or client offices.
Common Questions
Service Area
IT Guides & Resources
Find ghost licenses and trim Microsoft 365 waste in about 30 minutes.
The attacks hitting small businesses now, and how to reduce the risk.
The 3-2-1 rule and how to make sure backups actually restore.
Book a free discovery call. We'll look at your current setup, point out any security gaps and tell you what to fix before tax season.
Book a Discovery Call