Managed IT Services for CPA Firms | NJ, NY & CT | Gradius IT Solutions
Now Serving NJ, NY & CT

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

Your clients trust your CPA firm with their most sensitive financial information. The technology behind your practice has to meet the same standard of care you apply to their finances. Gradius delivers managed IT built for CPA firms — FTC Safeguards compliant, tax season proven, and proactively managed so your firm never loses a filing deadline, fails a peer review for technology reasons, or exposes client data to preventable risk.

FTC Safeguards compliant
Peer review ready
U.S.-based on-site engineers
Free IT Assessment — CPA Firm
IT That Meets CPA Standards
for Security and Compliance
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
FTC
Safeguards Ready
Managed IT for CPA Firms — NJ, NY & CT FTC Safeguards Rule & WISP Tax Season Zero-Downtime SLA Client Financial Data Security Peer Review–Ready Documentation Tax Software Support — Drake, CCH, Lacerte Secure Client Portal & File Sharing Encrypted Backup & Disaster Recovery Flat-Rate — Per CPA, No Surprises Managed IT for CPA Firms — NJ, NY & CT FTC Safeguards Rule & WISP Tax Season Zero-Downtime SLA Client Financial Data Security Peer Review–Ready Documentation Tax Software Support — Drake, CCH, Lacerte Secure Client Portal & File Sharing Encrypted Backup & Disaster Recovery Flat-Rate — Per CPA, No Surprises
99.9%
Uptime SLA
Target
<15m
Avg Help Desk
Response Time
24/7
NOC & SOC
Coverage
FTC
Safeguards
Compliant
What You Get

What CPA Firms Get When IT
Meets the Same Standards They Do

CPA firms face FTC Safeguards obligations, AICPA peer review scrutiny, tax season pressure, and clients who trust them with their most sensitive financial data. Here's exactly what Gradius delivers for CPA practices across NJ, NY & CT.

📅
Zero-Downtime Through Every Filing Deadline
March 15, April 15, September 15, October 15 — every extension and every filing deadline on your calendar is protected. Our NOC monitors 24/7 and resolves issues proactively so your systems stay online when client deadlines are non-negotiable.
📋
FTC Safeguards Rule — WISP Built & Maintained
CPA firms handling nonpublic personal financial information are required to maintain a Written Information Security Program. Gradius builds your WISP, implements all required technical controls, conducts annual risk assessments, and keeps your compliance program current — not just at peer review time.
🔒
Client Financial Data Secured at Every Layer
Tax returns, financial statements, audit workpapers, and advisory files — encrypted at rest and in transit, protected by role-based access controls, endpoint security, and a 24/7 SOC so client data never falls into the wrong hands.
🔍
Peer Review–Ready IT Documentation
AICPA peer review increasingly scrutinizes firm technology practices — data security, access controls, backup procedures, and client confidentiality protections. Gradius maintains audit-ready documentation of your IT security program so peer review never surfaces an IT finding.
💻
Tax & Accounting Software Fully Supported
Drake Tax, CCH Axcess, Lacerte, UltraTax CS, ProSeries, ATX, QuickBooks, Sage, and other CPA software — supported, maintained, and kept running. Our engineers understand how these applications integrate with your infrastructure so issues get resolved fast.
💰
Flat-Rate IT — Per CPA, All-In
One predictable monthly rate per professional — covering help desk, monitoring, security, compliance, backup, and software support. No per-incident billing, no tax season surcharges, no surprise invoices when you're already deep in busy season.
All Services

Every IT Service Your
CPA Practice Depends On

From FTC Safeguards compliance to tax software support to peer review documentation — Gradius manages every layer of your firm's technology so your CPAs stay focused on clients, not IT.

Get a Free Assessment →
📊
CPA Firm IT
Managed IT for CPA Firms

Complete managed IT for CPA firms and practices — FTC Safeguards compliance, WISP maintenance, client data security, tax software support, peer review documentation, and 24/7 monitoring. Flat monthly rate per CPA.

Learn More →
🔐
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.

Learn More →
☁️
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.

Learn More →
📋
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.

Learn More →
🌐
Networking
Network Management

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

Learn More →
🤖
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.

Learn More →
📞
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.

Learn More →
🎯
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.

Learn More →
🔌
Infrastructure
Low Voltage & AV Integration

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

Learn More →
🧰
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.

Learn More →
🗺️
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.

Learn More →
🤝
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.

Learn More →

Does Your CPA Firm's IT Reflect
the Standards You Hold Yourself To?

Your clients expect rigorous standards from you. Your IT should reflect the same discipline — FTC Safeguards compliant, peer review ready, and built to protect their data. Book a free assessment and see exactly where your current setup stands.

Why CPA Firms Choose Gradius

IT That Understands What CPA Firms
Are Actually Accountable For

CPA firms carry professional obligations that go beyond ordinary businesses — FTC Safeguards compliance, AICPA ethical standards, state board licensing, and a fiduciary duty to client data. Gradius builds IT programs around those obligations.

📋
FTC Safeguards — Program Built, Maintained, Documented
We build your Written Information Security Program, implement all required technical controls, designate or support your Qualified Individual, conduct annual risk assessments, and maintain the documentation trail your firm needs to demonstrate compliance to regulators or during peer review.
🔍
Peer Review–Ready at All Times
AICPA peer reviewers are increasingly focused on firm technology practices. We maintain organized, current documentation of your security controls, access policies, backup procedures, and incident response protocols — so a peer review finding about IT is never a surprise.
📅
Tax Season SLA — Priority Through Every Deadline
March 15, April 15, September 15 — we apply elevated monitoring, increased NOC frequency, and priority response for CPA firm clients during every major filing period. Nothing goes down when your firm can't afford a delay.
💰
Per-CPA Flat-Rate — No Busy Season Surprises
One flat monthly rate per professional covers every service — help desk, security, monitoring, compliance, backup, and software support. No extra charges during tax season when your team is already stretched. IT costs your firm can plan around.
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 — Rapid Dispatch NJ, NY & CT
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
We audit your CPA firm's IT environment against FTC Safeguards requirements and AICPA peer review standards — security controls, access management, backup integrity, client data handling, and software posture — and give you a plain-English gap report at no cost.
02
Custom Proposal
A per-CPA flat-rate plan built to your firm's size, practice areas, software stack, and compliance obligations — including tax season readiness and peer review documentation from day one.
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, responsive help desk, continuous Safeguards compliance maintenance, and quarterly reviews — with elevated priority protocols active through every tax season filing deadline.
FAQ

Common Questions About
Managed IT for CPA Firms

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.
Service Area

Managed IT Services for CPA Firms 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

Your Clients Hold You to the
Highest Standard. Your IT Should Too.

CPA firms that trust Gradius don't worry about FTC Safeguards findings, peer review IT surprises, or systems going down on April 14th. Book your free assessment and see how we deliver IT that actually meets the professional standard your CPA credential requires.

No contracts required
100% U.S.-based team
Results in 30–90 days
Hackensack, NJ based

Fill the information below to download a PDF with everything you need to know about Penetration Test: