Technology That Holds Through Every Filing Deadline
Most Dallas-Fort Worth CPA firms do not staff a dedicated IT department, so the managing partner, a senior tax manager, or the bookkeeper with a knack for computers ends up absorbing the work between extensions, 1040s, and whatever the IRS, the Texas Comptroller, or a client's bank happens to be asking for this week. We bring the secure tooling, documented workflows, and local technicians your firm needs without expanding payroll. Client portals stay live, SSNs and W-2s stay out of an adversary's inbox, and your preparers stop losing review hours to a frozen tax platform or a QuickBooks file that will not open the morning of an extension deadline.
What We Do For You
Keep client tax records encrypted at every layer so the Safeguards Rule stays satisfied.
Get a Fort Worth technician on the line within sixty seconds, not a call center.
Align IT controls with IRS Publication 4557 and the FTC Safeguards Rule.
Hand off tickets so preparers stay on returns, not routers.
Harden the firm against W-2 phishing, refund-identity theft, and client-data leaks.
Configure Microsoft 365 so partners and staff share returns without exposing them.
Replace a patchwork of one-off vendors with one accountable partner.
“Corptek has taken care of our IT needs for many years. They are knowledgeable, professional and courteous. The techs are always patient with our level of or lack of techie knowledge and have solved many computer issues from the very simple to the most complicated. We have never been disappointed.”
MONICA CAPUANO
Texas
“Corptek has taken care of our IT needs for over 12yrs. They are always easy to work with and professional. They have solved many computer issues from the very simple to the most complicated. We have never been disappointed.”
Patty Reid
Texas
“Jason and his team have been great to work with! We utilized their services for an email migration from one platform/account to a new one, and it could not have gone smoother. Jason was always available and accessible to answer all questions throughout the process. I still reach out to him from time to time for ongoing support, and he continues to be a huge help. 5/5 stars for sure!”
Patrick Beachner
Texas
How We Support CPA Firms
CPA and tax firms need IT that understands filing deadlines, fiduciary trust, and the cost of a lost return. Our approach holds four lines: dependable uptime through tax season, hands-on human response, client records protected end to end, and workflows matched to the way preparers and partners actually run a practice.
Tax-Season Uptime
Returns e-file, QuickBooks opens, and the portal accepts client uploads only when the stack underneath keeps running. We hold the systems your firm depends on steady through the weeks when a single slow afternoon costs billable hours the firm cannot recover.
Direct Partner Response
A technician picks up inside sixty seconds, every time, and already knows your tax platform, your document management system, and which partner absolutely needs a working screen share during a client review at eleven p.m. on April 14.
Safeguards-Rule-Grade Data Protection
Client tax data is not a nice-to-have. Every layer (email, portal, endpoints, mobile, backups) ships locked down by default, so a single miss never turns a routine return into a stolen-identity refund event or an IRS disclosure conversation.
Shaped By How You Prepare Returns
Our configurations match how CPA firms actually operate, not how generic templates assume. Engagement-level access, preparer-aware permissions, and mobile tools that work on a client's kitchen table on April 15 all match the rhythm of a real tax practice.
You Can't Afford Downtime During Tax Season
A single spoofed client email, a reused preparer password, or a W-2 request forwarded without a callback is all it takes. Inside a CPA firm those small lapses compound into stolen-identity refund fraud, an IRS Publication 4557 disclosure letter, client attrition, and the kind of conversation with a malpractice carrier no partner wants to open a Monday with. You can't just hope that someone on your team is capable of taking acre of this for you, in addition to doing the job you pay them for. We step into that gap with a team, a toolset, and accountability, so the firm stops hoping client tax data is safe and starts knowing.
We're Here To Help
We meet the firm where it actually is today, a solo CPA with a paraprofessional and an admin or a thirty-seat tax practice with satellite offices, and shape the service to how your engagements, returns, and close cycles really flow. No enterprise overhead pretending you are a Big Four, no break-fix chaos masquerading as a managed service.
When you bring on a lateral partner, open a second office, or move to a new tax preparation platform over a busy-season weekend, the same group handles the transition without rewriting the contract or parachuting in a consultant. The book grows, the IT grows with it, and partners keep their attention on clients instead of computers.
Cybersecurity Services
Safeguards-Rule-Grade Protection For Every Return You File
CPA firms sit on a database every tax-fraud ring would love to own: SSNs, prior-year AGIs, bank routing details, and the e-file credentials to move a refund. A successful W-2 phishing email or a preparer credential reused once ends with stolen-identity refund fraud, IRS disclosure letters, and angry client calls during the worst week of the year. Our cybersecurity service stacks email authentication, advanced phishing defense, endpoint detection and response, multi-factor on every portal and tax platform, dark-web monitoring for preparer and partner credentials, and quarterly simulated phishing on your staff, all aligned with IRS Publication 4557 and the FTC Safeguards Rule that tax preparers now have to meet.
Email authentication and phishing filters tuned for W-2 and client-impersonation scams.
Endpoint detection and response on every preparer workstation, laptop, and server.
Quarterly phishing simulations and staff training tied to live tax-season threats.
Managed IT Services
A Full IT Department Sized To A Seasonal CPA Practice
Most CPA firms run a break-fix vendor, a managing partner who inherited the passwords, and whichever staff member happens to understand networking, and the cracks show the first time extension season runs hot. We replace that patchwork with a single managed service covering tickets, monitoring, patching, backups, portal and tax-platform administration, and Microsoft 365 management, billed per user per month, so the firm finally has one IT number that does not surprise the partners at the annual budget meeting.
Flat per-user pricing that absorbs seasonal preparers without a renegotiation every spring.
One accountable team covering tickets, patches, backups, and onboarding.
Proactive maintenance so deadline weeks run on the hours they were scoped for.
Incident Response Planning
A Written WISP The IRS And Your Clients Can Both Believe
When a laptop vanishes, a preparer account is compromised, or the tax platform locks up the afternoon before an extension, the first hour decides whether the firm contains the event or explains it. We build a CPA-firm-specific written information security plan covering ransomware, preparer account compromise, stolen-identity refund fraud, lost devices, and tax-platform outages, then tabletop-test it with your partners and operations lead. When the Safeguards Rule's notification timeline applies or the IRS asks for your WISP on an exam, the firm already has the playbook, the contacts, and the decision rights locked in.
Playbooks covering ransomware, stolen-credential events, lost devices, and platform outages.
Tabletop exercises so partners and the tax-ops lead know their role before the call comes.
Notification templates aligned with the FTC Safeguards Rule and IRS disclosure duties.
Why CPA Firms Stay With Us
We know that there are plenty of IT companies vying for your business. The fact is that we have been at this for two decades because we quietly deliver the work that matters when an extension is running late, QuickBooks will not open a client's file, or a preparer's laptop dies thirty minutes before an e-file deadline.
Fluent In CPA Tech Stacks
Our technicians know their way around the platforms CPA firms actually run on: UltraTax, Drake, Lacerte, ProSystem fx, CCH Axcess, QuickBooks and Sage, along with the portals and document management systems they have to talk to. No one learns your firm on the clock during an extension crunch.
Partner-Level Response
When a partner is mid-review and the tax platform freezes, the reply is not a ticket number. A real technician picks up, owns the problem, and stays on the line working through it until the return is back open, the software is stable, and the billable hour keeps moving.
Refund-Fraud Hardened By Default
Email authentication, MFA on every tax platform and portal, device trust, conditional access, and dark-web credential monitoring come standard, not as extras added later. The controls that stop a W-2 phishing email from turning into a stolen-identity refund run by default instead of waiting on someone to turn them on.
Transparent Per-Seat Pricing
Your IT line on the firm's P&L always stays flat and easy to defend, month after month. Managed service sits on a simple per-user figure that flexes for seasonal preparers, and the typical surprises (extension-weekend outages, emergency hardware swaps, tax-platform migrations) stay inside the same monthly number.
FAQs About Our IT Support For CPA Firms
How do you align our it with IRS pub 4557 and the safeguards rule?
The service is built around IRS Publication 4557 and the FTC Safeguards Rule for tax preparers, not bolted onto a generic SMB template. We help draft and maintain the firm's written information security plan, document administrative, technical, and physical safeguards, maintain an asset and vendor inventory, and hand partners an exam-ready binder when the IRS or a state board asks. Your managing partner stops assembling evidence from scratch every year.
How do you keep our firm running through tax season deadlines?
Deadline-week uptime is engineered in, not hoped for. Tax platforms, portals, and QuickBooks files run on monitored infrastructure with redundant backups refreshing continuously, endpoint performance is tuned for preparer workloads, and after-hours coverage actually matches CPA hours — not business hours. A real technician answers inside sixty seconds, remote tools hit a preparer's laptop in under a minute, and the incident plan names exactly who calls the platform vendor so the partner in charge stays on the return.
Can you support ultratax, drake, lacerte, prosystem fx, and quickbooks reliably?
Yes. We keep UltraTax, Drake, Lacerte, ProSystem fx, CCH Axcess, QuickBooks, and Sage running day to day: managing accounts, e-file credentials, licenses, patching windows, and vendor handoffs so your tax ops lead stops chasing the software vendor every time something breaks. When the firm adds a module, opens a new office, or migrates to a new tax platform over a summer weekend, our team runs the project end to end alongside the vendor so partners and preparers stay productive through the transition.
How do you protect client ssns, returns, and w-2s from a breach?
Client data protection is layered, not single-point. Preparer laptops run endpoint detection and response, the client portal is access-controlled by engagement and role, email authentication blocks W-2 impersonation, and encrypted off-site backups refresh continuously so a ransomware hit during extension week never forces a ransom decision. Dark-web credential monitoring flags stolen logins tied to your domain before they are used, and quarterly training keeps preparers and admins ahead of the refund-fraud and phishing angles aimed at CPA firms.
Headquarters
733 U.S. 287 Frontage
Rd Suite 401
Mansfield, TX 76063
