What’s included
Microsoft / Office 365
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)
to give your accountants access to the dedicated resources they need, even during the busy tax season, to complete work without delays.
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)
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
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
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
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
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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