Your firm is a good fit if:
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1
Tax software issues cost you time during your busiest months.
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You handle sensitive client financial data and need documented security controls.
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3
Staff work remotely or across multiple locations and access shared files.
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You do not have dedicated IT and need someone who understands how accounting offices work.
Why CPA firms in Southwest Oklahoma call Wolferdawg IT Consulting
Most IT providers do not know what Drake is. We do.
Accounting firms are not generic businesses, and their IT problems are not generic either. A file locking error in Lacerte during a March deadline is not a ticket to log for next week. A ransomware attack that encrypts client return data is not a recoverable situation without a tested backup. A staff member working from home who cannot access the tax server through a VPN is not a convenience issue. These are practice-threatening problems.
Wolferdawg IT Consulting has worked with professional service firms in Lawton, Duncan, and across Southwest Oklahoma long enough to understand how accounting offices are structured. Multi-user tax software environments running Drake, Lacerte, UltraTax CS, TaxWise, or ProSeries. Shared network drives with returns going back years. QuickBooks Desktop in multi-user configurations where the database server, mapped drives, and permissions all have to work together through every update. Document management systems like SmartVault and Sharefile sitting alongside practice management tools. We know how these environments are built and what breaks them.
We also know what the IRS expects from you under Publication 4557, what the FTC Safeguards Rule requires from firms that handle consumer financial data, and what a Written Information Security Plan actually needs to say to satisfy both. That is not generic IT knowledge. It is specific to your industry, and it matters.
When something goes wrong in February or March, you do not have time for a provider who needs to look up how your software works. You need someone who already knows.
What we handle for accounting firms
From tax software infrastructure to cybersecurity compliance, these are the services that keep CPA firms in Lawton and Southwest Oklahoma operating without interruption.
Tax software support
We support Drake Tax, Lacerte, UltraTax CS, TaxWise, ProSeries, and similar professional tax platforms in single-user and multi-user network environments. That includes installation, configuration, update management, data path troubleshooting, file locking resolution, and coordination with software vendors when escalation is required. Your team keeps filing. We handle what is breaking in the background.
QuickBooks and document management
QuickBooks Desktop in a multi-user environment requires a correctly configured database server, mapped drives, and user permissions that hold up through updates. We have set up and maintained QuickBooks on-premises environments for accounting firms and know where the common failure points are. We also support the document management platforms firms rely on for client file storage and delivery, including SmartVault, Sharefile, and similar systems.
Cybersecurity and compliance
CPA firms are a high-value target for threat actors because they hold years of client financial records. We build layered security controls around your environment, including multi-factor authentication, endpoint protection, encrypted storage, and secure remote access. We also build and document your Written Information Security Plan to satisfy IRS and FTC requirements.
Server and network infrastructure
Multi-user tax software requires properly configured shared environments. We design and deploy server-based setups where your entire team accesses Drake, Lacerte, UltraTax CS, or TaxWise from a stable, centrally managed infrastructure. Mapped drives, permissions, print services, and backup all run correctly from day one, and we maintain them so they keep running.
Backup and disaster recovery
A ransomware attack that encrypts your client return library is catastrophic without a tested, offsite backup. We configure automated, encrypted backups of your tax data, client files, and practice management data with verified recovery procedures. If something goes wrong, you know exactly how long recovery takes before it happens.
Secure remote access
Staff working from home or satellite offices need access to tax software and client files without creating security gaps. We configure VPN, remote desktop, and Microsoft 365 environments that give your team full access from anywhere while keeping client data inside a protected, auditable environment.
Managed IT and helpdesk
Workstations, printers, email, and network connectivity all need to work every day, not just most days. Our managed IT service covers monitoring, patching, endpoint management, and helpdesk support for your team. You get a flat monthly cost, documented response times, and a provider who already knows your environment when you call.
Filing season is not the time to find out your IT does not work.
Wolferdawg IT Consulting supports CPA firms in Lawton, Duncan, and across Southwest Oklahoma before problems start.
How we get your firm set up
We move fast and build for your environment specifically. No generic onboarding. No learning your software on your dime.
1) Environment review and gap assessment
We start by understanding your practice. How many staff, how many workstations, how tax software is currently installed, how client files are stored, and how remote access is handled. We document what you have, identify what is missing or misconfigured, and give you a plain-language summary of your current risk and compliance posture. You will know what is working, what is not, and what it will cost to fix it before we touch anything.
- Tax software environment and licensing review
- Data storage, backup, and remote access assessment
- IRS and FTC compliance gap identification
2) Infrastructure build and security hardening
Based on the assessment, we build or correct the infrastructure your firm needs. That might mean configuring a shared server environment for multi-user Drake, Lacerte, or UltraTax CS access, setting up encrypted offsite backup for your return library, deploying multi-factor authentication across Microsoft 365, or establishing a documented WISP. We work from a defined scope with a fixed timeline so you know what is happening and when it will be done.
- Tax software server configuration and user setup
- Backup deployment and recovery procedure documentation
- Security controls and Written Information Security Plan
3) Ongoing managed support with tax season priority
After the initial build, we manage the environment on an ongoing basis. That means monitoring, patching, helpdesk support for your team, and proactive checks before tax season starts. Accounting firm clients receive priority response during January through April because we understand that a two-hour resolution window that is acceptable in August is not acceptable in March.
- Tax season priority response and proactive pre-season checks
- Software update management and compatibility verification
- Vendor coordination for Drake, Lacerte, UltraTax CS, TaxWise, and related platforms
Tax season support cadence
IRS and FTC compliance is not optional for CPA firms
The IRS requires tax professionals to maintain a Written Information Security Plan under Publication 4557. The FTC Safeguards Rule applies to any firm that handles consumer financial data. Both carry real enforcement exposure if your firm cannot demonstrate documented controls.
Most small and mid-size CPA practices in Southwest Oklahoma do not have a WISP, do not have documented incident response procedures, and have never had a formal security assessment. That is not a criticism. Most practices grew their technology alongside the practice without ever having a reason to formalize it. The regulatory environment has changed, and the documentation requirements now have teeth.
Wolferdawg IT Consulting builds your WISP from your actual environment, not a generic template. We document your data handling practices, your access controls, your backup procedures, and your response plan in language that satisfies both IRS and FTC requirements. You get a document that is current, specific to your firm, and maintainable as your environment changes.
Frequently asked questions
Do you support Drake, Lacerte, UltraTax CS, and TaxWise?
Yes. Wolferdawg IT Consulting supports Drake Tax, Lacerte, UltraTax CS, TaxWise, ProSeries, and similar professional tax platforms in single-user and multi-user network environments. We handle installation, network configuration, file locking issues, update management, and data path troubleshooting so your team does not lose time during filing season.
Do you support QuickBooks Desktop and document management systems?
Yes. We configure and support QuickBooks Desktop in multi-user, on-premises environments, including the QuickBooks Database Server Manager, mapped drive setup, and permission structures that break during updates. We also support document management systems commonly used by accounting firms, including SmartVault and Sharefile. If your firm uses a platform not listed here, ask us. Chances are we have worked with it.
What cybersecurity protections do CPA firms in Lawton and Southwest Oklahoma need?
CPA firms are required under IRS Publication 4557 and the FTC Safeguards Rule to maintain a Written Information Security Plan. At a minimum, that means multi-factor authentication, encrypted data storage, endpoint protection, secure remote access, and documented breach response procedures. Wolferdawg IT Consulting can assess your current posture and build a plan that meets those requirements.
How do you handle tax season support for accounting firms?
We prioritize accounting clients during tax season. That means faster response times, proactive monitoring during high-volume periods, and on-call availability for software issues that cannot wait. We also coordinate with software vendors on your behalf when escalation is needed.
Can you help our CPA firm move tax software to a server or hosted environment?
Yes. We design and deploy server environments for multi-user tax software access, including Drake and Lacerte. We handle the infrastructure build, user permissions, mapped drives, backup configuration, and ongoing maintenance so the software runs reliably across your team.
Are accounting firms required to have a Written Information Security Plan?
Yes. The IRS requires tax professionals to maintain a Written Information Security Plan under Publication 4557. The FTC Safeguards Rule also applies to firms that handle consumer financial data. Wolferdawg IT Consulting can help you build and document a WISP that satisfies both requirements.
What happens if our tax software goes down during filing season?
You call us and we respond. Accounting firm clients receive priority support during tax season. We keep documentation on your software configuration, licensing, and environment so we can move fast without spending time figuring out your setup during a critical moment.
Do you work with small CPA firms, not just large practices?
Most of our accounting clients are small to mid-size practices operating in Lawton, Duncan, and across Southwest Oklahoma. Solo practitioners, two-to-five-person offices, and growing regional firms are all a good fit. We are built for that scale, and our pricing reflects it.
Ready for IT that understands how your firm works?
Wolferdawg IT Consulting supports CPA firms and accounting practices in Lawton, Duncan, and across Southwest Oklahoma with tax software infrastructure, cybersecurity compliance, and managed IT built specifically for your environment.
Start with a short call. We will tell you exactly what we see, what your firm needs, and what it will cost.