Managed IT for
Accounting FirmsTax Season Ready.
Client Data Secured. Always.

Yes — this is a core component of what we do for every accounting firm client. The FTC Safeguards Rule requires accounting firms, tax preparers, and financial service providers to maintain a comprehensive Written Information Security Program (WISP). Gradius builds the WISP, implements all required technical controls — encryption, access controls, multi-factor authentication, monitoring, incident response — conducts annual risk assessments, and maintains documentation. We keep your firm compliant continuously, not just when an audit is scheduled.

Client financial data at Gradius-managed accounting firms is protected through multiple layers: encrypted storage for all files and databases, encrypted email and file transfer for client communications, role-based access controls so staff only access data relevant to their work, multi-factor authentication on all accounts, endpoint protection on every device, and comprehensive audit logging that tracks every access event. For firms using cloud-based tax and accounting software, we configure and monitor security settings, ensuring data is protected in transit and at rest.

Yes. We support the full spectrum of accounting and tax software used by NJ, NY & CT firms — including QuickBooks Desktop and Online, Sage, Thomson Reuters UltraTax CS and Practice CS, CCH Axcess and ProSystem fx, Drake Tax, Lacerte, ProSeries, ATX, Bill.com, and others. Our engineers understand how these applications interact with your infrastructure, network, and cloud environment — so we troubleshoot intelligently and minimize disruption to your workflow.

Tax season gets elevated treatment. Starting in January, we apply heightened monitoring protocols, increase NOC check frequency on critical systems, and prioritize accounting firm tickets at the top of our response queue. Our on-site engineers are U.S.-based and can dispatch rapidly across NJ, NY & CT for critical issues. The goal is simple: nothing goes down during filing season, and if something does, it gets resolved faster than any other time of year.

Absolutely. We support solo CPA practices, small accounting firms, mid-size partnerships, and multi-location firms across NJ, NY & CT. For firms with multiple offices, we standardize security controls, software configurations, and compliance documentation across all locations — maintaining one consistent FTC Safeguards program that covers the entire firm. Per-CPA flat-rate pricing scales cleanly as your firm grows.

No long-term lock-ins. We offer month-to-month and annual agreements — your firm's choice. We've built our service around earning your continued business every month through performance, not contracts. Most accounting firm clients stay with Gradius for years, particularly because tax season goes smoothly from the very first year.