Managed IT for
CPA FirmsCompliant. Secure.
Ready for Every Deadline.

Our managed IT for CPA firms includes: FTC Safeguards Rule compliance and WISP maintenance, client financial data security, tax and accounting software support (Drake, CCH, Lacerte, UltraTax, ProSeries, QuickBooks, and others), peer review–ready IT documentation, 24/7 NOC monitoring, endpoint protection, encrypted backup and disaster recovery, secure client portal configuration, Microsoft 365 management, and fast help desk support — all under a flat monthly rate per CPA with no per-incident billing.

CPA firms, tax preparers, and other financial service providers that handle nonpublic personal information are required to maintain a Written Information Security Program under the FTC Safeguards Rule. Gradius builds your WISP, implements all required technical controls — encryption, multi-factor authentication, access controls, monitoring, and incident response — designates or supports your Qualified Individual, conducts annual risk assessments, and maintains current compliance documentation. We keep your program active and audit-ready on an ongoing basis, not just when a review is scheduled.

Yes. AICPA peer reviewers increasingly examine firm technology practices as part of quality control reviews — including data security policies, access controls for client files, backup and recovery procedures, and protection of nonpublic information. Gradius maintains organized, current documentation of all security controls, policies, and procedures in a format that satisfies peer review scrutiny. Firms that work with us don't get technology findings during peer review because the program is maintained continuously, not assembled at the last minute.

Yes. We support the full range of tax and accounting software used by NJ, NY & CT CPA firms — including Drake Tax, CCH Axcess and ProSystem fx, Lacerte, UltraTax CS, ProSeries, ATX, QuickBooks Desktop and Online, Sage, Xero, Bill.com, and practice management platforms. Our engineers understand how these applications interact with your infrastructure and network — so we troubleshoot efficiently and minimize disruption during busy season when your team can't afford delays.

Every CPA firm environment we manage is built with client data protection as the foundation — encrypted storage for all tax files, workpapers, and financial records; encrypted email and file transfer for client communications; multi-factor authentication on all accounts and remote access; role-based access controls so staff only access files relevant to their work; endpoint protection on every device; and comprehensive audit logging. For firms using cloud-based tax platforms, we configure and monitor security settings to meet both FTC Safeguards and AICPA standards.

No long-term lock-ins. We offer month-to-month and annual agreements — your firm's choice. CPA firms stay with Gradius because compliance stays current, tax seasons run smoothly, and IT stops being a recurring source of problems. We earn the renewal every month through performance, not through contract terms.