IT support for accounting firms that cannot afford downtime during tax season
Keep tax software, workstations, Microsoft 365, backups, and client data working when your firm is busiest.
IT support built for accounting firms
Keep your firm working through tax season.
Wolferdawg IT Consulting manages your technology and cybersecurity so your team can focus on clients and deadlines.
A good fit for: CPA firms and accounting practices that need dependable systems, protected client data and one place to call for IT support.
Tax software support
Keep tax and accounting applications, workstations and Microsoft 365 working when deadlines are closest.
Client data protection
Protect sensitive financial information with backups and documented security controls aligned with IRS Publication 4557 and the FTC Safeguards Rule.
Connected teams
Secure access to shared client files for staff working remotely or across multiple locations.
Tax-season priority
Get priority response from an IT partner who understands accounting offices, even without an in-house IT team.
IT support built around your firm
Technology should not become another tax-season deadline
Accounting firms have a different risk profile than a typical office. Your team depends on tax software, shared client files, Microsoft 365, secure remote access, and reliable backups while handling sensitive financial information. We manage those systems together so your staff has one place to call when something is not working or a security concern needs attention.
What we handle for accounting firms
The goal is simple: keep your staff productive, your client data protected, and your technology ready for filing season.
Tax software support
Support for Drake Tax, Lacerte, UltraTax CS, TaxWise, ProSeries, and similar platforms, including installations, updates, shared data paths, file-locking issues, and vendor coordination.
QuickBooks and client files
We support QuickBooks Desktop multi-user environments and document-management platforms such as SmartVault and ShareFile, including the network and permission issues that affect daily work.
Managed IT and helpdesk
Workstations, printers, Microsoft 365, updates, and day-to-day support are managed under one service so your staff is not chasing multiple vendors.
Security and WISP support
We help implement security controls and document a Written Information Security Plan around the way your firm actually stores, accesses, and protects client data.
Backup and recovery
Client files and business data are backed up with recovery procedures that are tested before a server failure, ransomware event, or accidental deletion makes them urgent.
Secure remote work
Remote staff can reach the applications and files they need while sign-ins, devices, and access to client data remain controlled.
Getting started
What happens when you move your firm to us
1. We review your environment
We document users, workstations, tax software, Microsoft 365, file storage, backups, remote access, vendors, and the security controls already in place.
2. We fix the important gaps
We prioritize issues that can interrupt filing work, expose client data, or leave you without a reliable recovery path. You know the scope and cost before the work begins.
3. We manage it year-round
Your environment moves into ongoing monitoring, patching, support, backup management, and security maintenance, with extra attention to readiness before tax season.
Client data and compliance
Security has to be documented, not just installed
Accounting firms handle financial and tax information that requires more than antivirus and a password. Your security program needs controls around accounts, devices, backups, remote access, employee behavior, and incident response.
Wolferdawg IT Consulting helps firms document those controls in a Written Information Security Plan and maintain the technical environment behind it. The same work also helps when a cyber-insurance application asks you to show what protections are actually in place.
Common areas we address
- Multi-factor authentication and account access
- Endpoint protection and device management
- Verified offsite backups
- Secure remote access
- Security awareness and incident procedures
- Written Information Security Plan documentation
Pricing
How IT support is priced for an accounting firm
Managed IT is provided as a fixed monthly service. The cost depends on the number of users and workstations, whether you run local servers or hosted applications, the software your team uses, and the security and backup requirements of the firm.
After reviewing your environment, Wolferdawg IT Consulting provides a scoped proposal showing what is included and what the monthly cost will be before you commit.
See Managed IT PricingBuyer questions
Questions accounting firms ask before choosing an IT provider
Do you support the tax software our firm already uses?
Yes. Wolferdawg IT Consulting supports Drake Tax, Lacerte, UltraTax CS, TaxWise, ProSeries, and similar professional tax platforms. We help with installation, updates, shared data paths, network configuration, file-locking issues, and vendor escalation when needed.
Do you support QuickBooks Desktop and document management systems?
Yes. We support QuickBooks Desktop multi-user environments and the network, database, mapped-drive, and permission issues that can affect them. We also support document-management platforms used by accounting firms, including SmartVault and ShareFile.
Can you help with our Written Information Security Plan?
Yes. We help document a Written Information Security Plan around your actual environment, including account access, devices, backups, remote access, incident procedures, and the way client information is handled. We also help maintain the technical controls described in the plan.
How do you handle support during tax season?
We prepare before filing volume increases by reviewing software updates, backups, remote access, and the systems your staff depends on. Accounting clients receive priority attention during tax season, and we keep documentation on your environment so support does not start from scratch when an issue occurs.
How much does managed IT cost for an accounting firm?
Managed IT is priced as a fixed monthly service. Cost depends on the number of users and workstations, servers or hosted applications, software requirements, and the security and backup services the firm needs. We provide a scoped proposal showing the monthly cost and included services before you commit.
Do you work with small accounting and CPA firms?
Yes. Wolferdawg IT Consulting works with small and mid-size accounting practices in Lawton, Duncan, and across Southwest Oklahoma, including solo practitioners, small offices, and growing firms that need dependable IT support without building an internal IT department.
Ready to see if we are the right IT partner for your firm?
Start with a 30-minute conversation about your tax software, recurring IT problems, security requirements, backups, and the systems your staff depends on. We will explain what we would recommend and what working with us would look like.
Start with a short call. We will tell you exactly what we see, what your firm needs, and what it will cost.