Gradius - IT Solutions Provider
CPA Firm IT Support | NJ, NY & CT | Gradius IT Solutions
Now Serving NJ, NY & CT

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

For a CPA firm, tax season is the year's highest-stakes operational window. When Drake, UltraTax, Lacerte, CCH Axcess, or ProSystem fx fails during filing season, the deadline doesn't move — the damage does. The FTC Safeguards Rule requires every CPA firm that handles consumer financial information to maintain a documented Written Information Security Program. And your client files contain Social Security numbers, tax returns, and financial statements that represent the most sensitive personal data your clients will ever share. Gradius delivers CPA firm IT support built around tax season uptime, FTC Safeguards WISP compliance, and client data protection — across NJ, NY & CT.

📋 Get a Free Assessment → 📞 866-710-0308
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Tax software support — Drake, CCH, Lacerte
✓
FTC Safeguards WISP compliant
✓
Tax season uptime protection
Free IT Assessment — CPA Firm
IT Support Built for CPA Firms —
Tax Season Ready. WISP Compliant.
No commitment. We respond within 1 business hour.
or call us directly
📞 866-710-0308
99.9%
Uptime SLA Target
<15m
Response Time
24/7
NOC & SOC
WISP
FTC Compliant
CPA Firm IT Support — NJ, NY & CT Drake, UltraTax, Lacerte & CCH Support FTC Safeguards Rule & WISP Compliance Tax Season Uptime Protection Client Data & SSN Protection AICPA Peer Review IT Readiness 24/7 NOC & U.S.-Based SOC On-Site Engineers — NJ, NY & CT Flat-Rate Pricing — No Surprises CPA Firm IT Support — NJ, NY & CT Drake, UltraTax, Lacerte & CCH Support FTC Safeguards Rule & WISP Compliance Tax Season Uptime Protection Client Data & SSN Protection AICPA Peer Review IT Readiness 24/7 NOC & U.S.-Based SOC On-Site Engineers — NJ, NY & CT Flat-Rate Pricing — No Surprises
99.9%
Uptime SLA
Target
<15m
Avg Help Desk
Response Time
24/7
NOC & SOC
Coverage
Tax
Season
Uptime
What You Get

What CPA Firms Get When IT Support
Is Built Around Tax Season and Compliance

CPA firms have IT requirements shaped by deadlines, compliance obligations, and the extreme sensitivity of client data. Tax season uptime, FTC Safeguards WISP, tax software reliability, and client data protection aren't optional considerations — they're the baseline. Here's what Gradius delivers for NJ, NY & CT CPA firms.

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Tax Season Uptime — When Deadlines Don't Move, IT Can't Either
January through April is when IT failures cost CPA firms the most — a Drake server down, a UltraTax licensing error, a CCH Axcess connectivity problem on the evening before an extension deadline. Gradius monitors tax software infrastructure, licensing servers, and network performance with heightened attention during filing season, resolving issues proactively so your staff is working, not waiting on a tech call.
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FTC Safeguards WISP — Built, Documented & Maintained for CPAs
The FTC Safeguards Rule under Gramm-Leach-Bliley requires every CPA firm that handles consumer financial information to maintain a Written Information Security Program with specific technical, administrative, and physical safeguards. CPA firms are explicitly covered — and compliance is not optional. Gradius builds your WISP, implements the required controls, and maintains the program continuously so an FTC inquiry or an AICPA peer review never catches your firm unprepared.
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Tax Software Support — Drake, UltraTax, Lacerte, CCH & ProSystem fx
Drake Tax, UltraTax CS, Lacerte, CCH Axcess Tax, ProSystem fx, GoSystem Tax RS — our help desk understands tax preparation software environments and resolves licensing issues, server connectivity problems, update failures, and performance degradation without requiring a CPA to explain the software to a technician who has never seen it before. We also support practice management platforms like Thomson Reuters Practice CS and Karbon.
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Client Data Protection — SSNs, Returns & Financial Statements
CPA client files contain Social Security numbers, tax returns, financial statements, and business records — the most sensitive personal and financial data your clients will ever share with anyone. A data breach at a CPA firm triggers IRS notification requirements, state AG action, and catastrophic reputational damage. We implement layered client data protection: access controls, encryption, data loss prevention, and immutable backup so client data is secured at every point in its lifecycle.
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AICPA Peer Review IT Readiness — Documentation in Order
AICPA peer reviews increasingly examine firm IT security practices as part of quality control — particularly around client data protection, remote access security, and data backup. Gradius maintains the IT documentation your firm needs: security policies, access control records, backup logs, and incident response procedures — so peer review preparation doesn't require scrambling to produce documentation that should already exist.
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Flat-Rate IT — Predictable Overhead Through Filing Season and Beyond
No per-ticket charges, no emergency billing during tax season when the firm most needs IT, no scope creep. One predictable flat monthly rate per user — so CPA firm partners and administrators can budget IT like any other overhead cost and stop being surprised by technology invoices in the middle of filing season.
All Services

Every IT Service CPA Firms
in NJ, NY & CT Need Under One Roof

One partner. One bill. Tax software support, FTC Safeguards WISP, client data protection, tax season uptime, and AICPA peer review readiness — delivered by a team that understands the CPA firm environment.

Get a Free Assessment →
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CPA Firm IT
IT Support for CPA Firms

Complete IT support for CPA and accounting firms — tax software support (Drake, UltraTax, Lacerte, CCH, ProSystem fx), FTC Safeguards WISP compliance, tax season uptime protection, client data security, AICPA peer review readiness, and 24/7 monitoring across NJ, NY & CT. Flat-rate per user, no surprises.

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Cybersecurity
Cybersecurity & SOC

24/7 U.S.-based SOC, endpoint detection & response (EDR), email security, and incident response — stopping threats before they impact your business.

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Cloud
Cloud & Microsoft 365

Fully managed Microsoft 365, Azure, cloud migrations, and virtual desktop — secured, optimized, and supported so your team works seamlessly from anywhere.

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Compliance
Compliance as a Service

HIPAA, SOC 2, NIST, PCI DSS, CMMC — ongoing compliance management, risk assessments, and audit-ready documentation so you're never scrambling.

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Networking
Network Management

Managed firewalls, Wi-Fi infrastructure, SD-WAN, and 24/7 NOC monitoring — fast, reliable, and secure networking at every office location.

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AI & Automation
Secure AI as a Service

We identify where your team loses time, then build secure AI agents and automation workflows that give your business measurable hours back every week.

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Communications
VoIP & Business Communications

Cloud VoIP, Microsoft Teams voice, and unified communications — modernize your phone system, cut costs up to 50%, and keep your team connected everywhere.

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Strategy
IT Consulting & vCIO

CIO-level technology roadmaps, vendor management, and budget planning — without the $180K salary. Vendor-neutral. Strategy-first. Built around your goals.

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Infrastructure
Low Voltage & AV Integration

Structured cabling, conference room AV, digital signage, access control, and IP surveillance — designed, installed, and supported under one roof.

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On-Site
On-Site IT Support & Smart Hands

Certified engineers dispatched to your location for equipment installs, hands-on troubleshooting, office moves, and infrastructure upgrades — nationwide coverage.

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Data Center
Remote Hands & Data Center

Certified engineers positioned nationwide for remote hands, smart hands, and data center deployments — available 24/7 with rapid dispatch.

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Partners
Strategic Technology Partners

Partnerships with Microsoft, Cisco, SentinelOne, and more — we source the right technology at the right price and manage vendor relationships on your behalf.

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Is Your CPA Firm FTC Safeguards Compliant?
Will Your Systems Hold Through Tax Season?

Many CPA firms still lack a compliant WISP — and most haven't tested whether their tax software infrastructure will hold through a full filing season under load. Book a free assessment and find out where your firm stands on both counts before the next deadline season starts.

📋 Book Free Assessment 📞 866-710-0308
Why CPA Firms Choose Gradius

IT Support That Understands Deadlines,
Compliance, and Client Data Obligations

Most IT providers don't understand that a CPA firm operates under filing deadlines that create hard IT uptime requirements, compliance obligations under Gramm-Leach-Bliley and the FTC Safeguards Rule, and client data sensitivity that creates real liability. Gradius builds IT support programs around those CPA-specific realities.

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Tax Software Expertise — Drake, UltraTax, Lacerte, CCH & More
We understand the tax preparation and accounting software stack — Drake Tax, UltraTax CS, Lacerte, CCH Axcess, ProSystem fx, GoSystem Tax RS, Thomson Reuters CS Professional Suite, Karbon, and Xero. When a tax software issue surfaces during filing season, our help desk resolves it without requiring a CPA to walk a technician through the software. We also manage software licensing, update schedules, and server infrastructure for hosted tax environments.
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Tax Season Uptime — Heightened Monitoring January Through April
Filing season is when IT failures cost CPA firms the most — and when most firms least have the bandwidth to deal with them. Our NOC applies heightened monitoring to CPA firm environments January through April: proactive checks on tax software licensing servers, storage capacity, network performance, and backup integrity, with escalation protocols that reflect the urgency of deadline-driven work. Most issues are resolved before the morning staff arrives.
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FTC Safeguards WISP — Built, Maintained & Audit-Ready
We build and maintain the Written Information Security Program your CPA firm is legally required to have under the FTC Safeguards Rule — conducting the required risk assessment, implementing the technical safeguards (encryption, access controls, multi-factor authentication, patch management, incident response), and keeping all documentation current so an FTC inquiry or AICPA peer review never finds your firm in a compliance gap.
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On-Site Engineers — NJ, NY & CT CPA Firms, Fast Response
Gradius is headquartered in Hackensack with U.S.-based on-site engineers covering the full Tri-State area. When a workstation fails at the firm, a server needs physical attention, or a tax software server needs hands-on intervention, we dispatch quickly — not after a scheduling window that misses a deadline. CPA firms with multiple offices across NJ, NY & CT get consistent support quality at every location.
Get a Free Assessment →
99.9%
Uptime SLA
Target
<15m
Avg Response
Time
24/7
NOC, SOC &
Help Desk
30–90
Days to
See Results
100%
U.S.-Based On-Site Engineers — NJ, NY & CT CPA Firms
Getting Started

From First Call to Full Coverage
in Days — Not Months

No disruption. No lengthy onboarding. A fast, smooth transition to a partner that has your back from day one.

01
Free Assessment
A Gradius engineer audits your CPA firm's IT environment — tax software infrastructure, FTC Safeguards WISP compliance posture, client data security controls, backup integrity, and network performance — and gives you an honest picture of where your firm stands before the next filing season. At no cost, no obligation.
02
Custom Proposal
A flat-rate plan built specifically for your CPA firm — sized to your staff count, your tax software stack, your compliance obligations, and your client data security requirements. Not a generic package that ignores what makes CPA firm IT different from a standard office.
03
Smooth Onboarding
Our engineers deploy, configure, and meet your team — typically live within 1–2 weeks without disrupting daily operations.
04
Ongoing Partnership
24/7 monitoring with heightened attention during filing season, FTC Safeguards WISP maintenance, tax software support and licensing management, and quarterly reviews that plan for software upgrades and staff changes before they create problems during the next deadline cycle.
FAQ

Common Questions About
IT Support for CPA Firms

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.
Service Area

CPA Firm IT Support Across
NJ, NY & CT

Gradius IT Solutions serves businesses throughout the Tri-State area. Headquartered in Hackensack, NJ with coverage across Bergen, Hudson, Passaic, Essex, Union, Morris, Middlesex, Somerset, Sussex, Westchester, Rockland, and Fairfield Counties.

Free CPA Firm IT Assessment — NJ, NY & CT

Tax Season Ready. WISP Compliant.
Client Data Protected.

Gradius delivers IT support built for CPA firms — tax software uptime, FTC Safeguards WISP compliance, client data protection, and flat-rate pricing across NJ, NY & CT. Book your free assessment today and make sure your firm is ready for the next filing season.

📋 Book a Free Assessment 📞 866-710-0308
No contracts required
100% U.S.-based team
Results in 30–90 days
Hackensack, NJ based

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