Managed IT + Cloud

What’s included

Microsoft / Office 365

(Support + E3 License)
Microsoft Office 365 Support

to help you take advantage of features and functionalities designed to increase productivity while meeting financial services standards and/or regulations.

Cloud / Virtual Desktop

 (Support + Cloud)

Cloud Server Access/Support for the Office

to give your accountants access to the dedicated resources they need, even during the busy tax season, to complete work without delays.

Scanning Support

Scanning Support

to ensure you’re always able to scan efficiently without worrying about clearing jams, changing settings, and overall, wasting billable time dealing with challenges.

PDF Editor

 (Support + Adobe License)

PDF Editor

to streamline the process of critical workflows, such as compiling tax returns and financial accounts into a single PDF, with the ability to create, mark-up, and edit PDFs in real-time.

Fax to Email Service and Support

Fax to Email

to enable your accountants to stay in touch with their clients around-the-clock on important matters, even when they’re out of the office and working from home.

Practice Management Automation

Practice Management Automation

to minimize time-consuming, manual tasks - from tracking due dates to organizing client data to managing staff - and give you more time to spend on strategizing with clients.

Employee Monitoring

Employee Monitoring

to ensure your accountants are spending their time in a productive, efficient manner while minimizing the risk of human errors, such as visiting a dangerous website, leading to malware infections.

Security Awareness and Training

Security Awareness and Training

to provide the knowledge necessary to defend against all types of threats - keeping your accountants up-to-date on the latest best practices, tools, and tricks to stay safe.

“basic safeguards” per IRS

Anti Virus

Microsoft / Office 365

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Web Filtering / Firewall

Microsoft / Office 365

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Multi-Factor Authenticaion

Microsoft / Office 365

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Encryption

Microsoft / Office 365

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Daily Backups and Disaster Recovery

Microsoft / Office 365

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Virtual Private Network

Microsoft / Office 365

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other security items

Threat Monitoring SOC/SIEM

Microsoft / Office 365

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Dark web Monitoring

Microsoft / Office 365

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Password Manager

Microsoft / Office 365

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Support

Remote Helpdesk

Microsoft / Office 365

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Onsite Assistance

Microsoft / Office 365

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Employee Onboarding/Offboard

Microsoft / Office 365

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"Rapid Response" Support for Tax Season

Microsoft / Office 365

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Co-Managed Vendor Support

Microsoft / Office 365

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Maintenance

Server and Workstation Monitoring

Microsoft / Office 365

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Updates and Patches for Accounting

Microsoft / Office 365

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For your customer

QuickBooks Access for Customers

(Cost that can be passed thru to customer)

Microsoft / Office 365

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Cloud Access for Customers

(Cost that can be passed thru to customer)

Microsoft / Office 365

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Documentation / Updates

Security Plan

Microsoft / Office 365

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Alignments / Periodic Assessments

Microsoft / Office 365

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vCIO Reviews

Microsoft / Office 365

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