CPA Firm IT SupportTax Season Uptime. FTC Safeguards.
Drake. UltraTax. CCH. Protected.

Our IT support for CPA firms includes tax software support and licensing management (Drake, UltraTax, Lacerte, CCH Axcess, ProSystem fx, GoSystem Tax RS, and others), FTC Safeguards Rule WISP development and maintenance, client data protection and access controls, tax season heightened monitoring, AICPA peer review IT documentation, 24/7 NOC and SOC monitoring, endpoint security and EDR, backup and disaster recovery, and on-site support across NJ, NY & CT — all under one flat monthly rate per user with no per-ticket charges or emergency billing during filing season.

Yes. CPA firms that handle consumer financial information — tax returns, financial statements, credit information, and related data — are covered financial institutions under the Gramm-Leach-Bliley Act, which means the FTC Safeguards Rule applies. The rule requires a Written Information Security Program (WISP) with a designated coordinator, a risk assessment, specific technical safeguards including encryption, multi-factor authentication, access controls, patch management, and incident response procedures, employee training, and annual review. Many CPA firms either don't have a WISP or have a document that doesn't meet the current requirements. Gradius builds compliant WISPs for CPA firms and maintains them continuously — so the firm is always audit-ready.

Yes. We support the major tax preparation platforms used by CPA firms — Drake Tax, UltraTax CS, Lacerte (including hosted Lacerte environments), CCH Axcess Tax and ProSystem fx Tax, GoSystem Tax RS, Thomson Reuters CS Professional Suite, and others. We manage software licensing, license server configuration, annual update and installation, and troubleshoot performance and connectivity issues specific to each platform. We also support practice management tools including Karbon, Thomson Reuters Practice CS, and XCM Solutions, as well as document management systems like NetDocuments and SmartVault.

Filing season — January through April and September through October for extensions — is when CPA firms need IT support to be flawless. Gradius applies heightened monitoring to CPA firm environments during these periods: proactive checks on tax software licensing servers, storage capacity trending, network performance baselines, and backup integrity. Escalation protocols during filing season reflect the urgency of deadline-driven work. Our help desk is staffed around the clock, and when a CPA calls at 9 PM with a Lacerte licensing error the night before a filing deadline, a real technician responds in under 15 minutes and resolves the issue — not after a business day queue clears.

Most CPA firms are fully onboarded within 1–2 weeks. Our engineers handle the complete transition — auditing the tax software stack, deploying monitoring agents, configuring security tools and MFA, building the WISP framework, and meeting your team — without disrupting active client work. We time the onboarding to avoid interference with active filing deadlines and will delay non-critical onboarding tasks if a deadline period is active when the engagement begins.

No long-term lock-ins. We offer month-to-month and annual agreements — your choice. CPA firms stay with Gradius because tax software runs reliably through filing season, the WISP is always current, client data is protected, and IT stops being a source of stress during the highest-stakes months of the year. We earn the renewal every month through performance.