Accounting Firm IT Support that keeps client data safe and tax season running

• A shared company file is slow, or can’t be reached after a network change.
• Reports or cheques won’t print, or PDFs fail to save.
• Staff need protected remote access to the file.
• You use QuickBooks Enterprise or QuickBooks Online. We manage both, including hosting Enterprise company files and moves to QuickBooks Online.
• A new computer needs the software installed and connected.
• Backups run, but nobody has tested a restore.

Turn on two step sign in for every user, and check the vendor’s current settings.

• A shared company file is slow, or can’t be reached after a network change.
• Reports or cheques won’t print, or PDFs fail to save.
• Staff need protected remote access to the data.
• A new computer needs the software installed and connected.
• Backups run, but nobody has tested a restore.

Check the vendor’s current settings and support options.

• Staff can’t connect after a network change or a server move.
• The system is slow at busy times, and the cause is the server, the network or a computer.
• Reports, invoices or PDFs won’t print or save.
• Access needs to be added for new staff and removed when people leave.
• The database is backed up, and a restore has been tested.

Changes inside the program are for your software partner or the vendor. Check their current settings and support options.

• A new staff member needs access, or a former one still has it.
• The browser or a network setting blocks the login or a download.
• Reports or PDFs won’t print or save.
• A phone or computer was replaced and needs to be set up again.
• You want to know where the data is kept and how it’s backed up.

Check the vendor’s current settings and support options.

• A new or replaced workstation needs the software installed and connected.
• OfficeTools is slow when several people use it at once, and the cause is the network or the computer.
• Documents, PDFs or email links stop working with the software.
• Staff need protected remote access from home or a client site.
• The database is backed up, and a restore has been tested.

Check the vendor’s current settings and support options.

• A new staff member needs access, or a former one still has it.
• A phone was replaced and the sign in code is gone.
• The browser blocks a login or a download.
• You want to see which apps are connected to your files.

Xero says MFA is required for users who log in. Check current settings with Xero.

• Working paper files are slow to open or sync.
• A new workstation needs the right software and access.
• Staff need remote access from home or a client site.
• You want backups that cover local and cloud files.

Caseware Cloud has a two step sign in setting for firms, which is off by default. Someone has to turn it on.

• Return files sync through a Google Drive, Dropbox or OneDrive folder, and that account needs protection.
• A computer can’t reach the shared return folder.
• A new workstation needs the software and folder set up.
• You need a plan for old return files and backups.
• One computer is behind on updates, or still on last year’s version.

TaxCycle files may live in a cloud folder, so the security of that account matters. Check how yours is set up. Before tax season, we make sure every computer is on the current version.

• A client can’t sign in or lost their second step.
• A staff member needs access to a different client group.
• Printing or PDF handling breaks between the portal and desktop.
• Former staff still appear in the system.

Wolters Kluwer publishes steps for turning on MFA for the portal. Check current guidance.

• A new staff member needs an account and email connected.
• Former staff still have access.
• Staff and clients use different sign in methods.
• You want to review who can see which clients.

Karbon says it supports MFA. Turn it on for staff and clients, and check the vendor’s current settings.

• ProFile hasn’t been updated, so it’s missing the latest tax forms and changes from Intuit.
• On a network setup, updates are done on the server. If one computer doesn’t pick them up, that seat is left behind.
• The automatic update fails because antivirus blocks it, or the person updating isn’t signed in as an administrator.
• A computer can’t open return files kept on a server or shared folder.
• ProFile is slow at busy times, and the cause is the network or the computer.
• A new or replaced workstation needs the software installed and set up.
• Backups of return files exist, but nobody has tested a restore.

As your IT provider, we keep ProFile updated and ready to go before tax season. Intuit makes the tax updates. When a new release comes out, we install it, check that every computer opens it, and work with Intuit support if something inside the program needs them.

• Taxprep hasn’t been updated, so it’s missing the latest tax forms and changes from Wolters Kluwer.
• Each tax year has a new version to install, and some computers are still on last year’s.
• On a network setup, the server is updated first, with everyone else out of the program, and then each computer picks up the update.
• Staff on different computers can’t reach the same client data.
• Printing or PDF output fails after an update.
• A new workstation needs the software and permissions.
• Staff need protected remote access from home or a client site.
• Return data is backed up, but the restore has never been tried.

As your IT provider, we keep Taxprep updated and ready to go before tax season. Wolters Kluwer makes the tax updates. When a new version or update comes out, we install it, check that every computer opens it, and work with Wolters Kluwer support if something inside the program needs them.

• A client can’t sign in or lost their second step.
• A new staff member needs an account, or a former one still has access.
• Email or calendar connections stop working.
• The browser blocks a login, a download or a PDF.
• You want to review who can see which clients.

Turn on two step sign in wherever it’s offered, and check the vendor’s current settings.

• A workstation can’t reach the shared data folder after a network change.
• An update works on one computer and fails on another.
• Printing or PDF output breaks.
• A new computer needs to be set up for the tax season.
• Backups cover the data folder, and restores have been tested.

Drake is often used by firms that prepare US returns. Before tax season, we make sure every computer is on the current version. Check the vendor’s current settings and support options.

• Lacerte is slow when several people work at once.
• A computer can’t find the shared data after a restart or power outage.
• An update needs to be planned and tested.
• Scanners and printers stop working with the software.
• Data is backed up, and restores have been tested.

Lacerte is often used by firms that prepare US returns. Before tax season, we make sure every computer is on the current version. Check the vendor’s current settings and support options.