Managed IT

What’s included

Microsoft / Office 365

(Support + ?? 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.

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 Only)

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

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.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Web Filtering /
Firewall

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Multi-Factor
Authenticaion

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Encryption

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Daily Backups and
Disaster Recovery

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Virtual Private Network

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

other security items

Threat Monitoring
SOC/SIEM

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Dark web
Monitoring

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Password Manager

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Support

Remote Helpdesk

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Onsite Assistance

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Employee
Onboarding/Offboard

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

"Rapid Response" Support for Tax Season

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Co-Managed Vendor Support

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Maintenance

Server and Workstation Monitoring

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Updates and Patches for Accounting

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

For your customer

QuickBooks Access for Customers

(Cost that can be passed thru to customer)

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Cloud Access for Customers

(Cost that can be passed thru to customer)

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Documentation / Updates

Security Plan

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

Alignments / Periodic
Assessments

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.

vCIO Reviews

Microsoft / Office 365

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent luctus, sem sed lacinia aliquet, ex metus varius augue, a fermentum urna justo id dui. Duis scelerisque congue eros, a lobortis arcu hendrerit at. Donec facilisis, augue sed dignissim molestie, odio ligula faucibus magna, vitae sagittis arcu mauris ac urna. Vivamus sodales augue sed eros convallis lacinia. Suspendisse non mollis nunc. Suspendisse ornare nulla eu sem venenatis, a ultrices nulla luctus.