Managed IT services for CPA firms


Tailored IT solutions for accounting professionals

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Obligation-free: 800-777-8089

How DTS helps

Accounting firms can yield numerous benefits from well-integrated IT. By embracing IT solutions tailored to the accounting industry, small and mid-sized firms can improve their capabilities and client services, and stay competitive in a rapidly evolving financial landscape.

The challenge for most firms is finding a partner to help them adopt these solutions and make them work for the end users. We are that partner. With our expertise, you can successfully leverage the best tools for delivering high-quality financial services to your clients. 

Problems solved

Our managed IT services for CPA firms directly address:

Leveraging the cloud

Access technologies without significant upfront investment, including cloud-based storage, email, collaboration tools, and specialized tax and accounting tools.

Client confidentiality

Protect your clients’ sensitive financial data and comply with data privacy regulations via security measures such as encryption, threat detection, access controls, and secure file sharing.

Disaster recovery

Have your clients’ financial records automatically backed up and stored securely so they are recoverable in the event of unforeseen disruptions.

Remote access security

Perform remote audits and financial reviews by securely accessing your clients’ systems and data while maintaining compliance.

Tax software management

Have your specialized tax software updated and optimized to ensure it remains secure, stable, and compliant with tax laws and regulations.

Accounting software integration

Make your various bookkeeping, payroll, and financial analysis software work together to streamline your operations and ensure data consistency.


Offload the stress and hassle of adhering to industry-specific regulations outlined by the AICPA (American Institute of Certified Public Accountants) and other regulatory bodies.

Client portal security

Keep your client portal safe from unauthorized access so you can continue to reliably communicate and exchange documents with your clients.

Regulatory reporting

Ensure your firm's IT infrastructure is capable of generating accurate and compliant regulatory reports for financial audits and reviews.

ProActive Care™ delivers comprehensive managed IT services for CPA firms.

Everything you need to secure, protect, and maintain your accounting firm

ProActive Care™ provides enterprise-level IT support at affordable monthly rates for small and mid-sized accounting firms. 24/7 monitoring? Help desk support? Projects? Managed backups and security? Managed compliance? Done! 

ProActive Care™ is your complete solution for a stress-free IT experience. Never worry about IT again!

A typical partnership with DTS includes: 

High system availability with minimal downtime
24/7/365 monitoring with sub-one minute response times
Comprehensive, fast, and secure wireless access
Professional email with encryption and anti-spam
Multiple measures to address data security, compliance, and liability
Unification of your IT systems and online documentation
Secure password and site-access management systems
Full transparency via detailed monthly reports

Why outsource your IT?

These benefits and others make outsourcing extremely cost-effective. Our managed IT services for CPA firms can deliver long-term cost savings by reducing manual work, improving resource utilization, and preventing costly downtime due to IT issues or compliance violations.

What can digital transformation do for our accounting firm?

You may think your firm’s not big enough for “enterprise level” technologies, but that’s a common mistake. Small and medium-sized operations like yours can easily access and benefit from a range of specialized technologies:

Cloud-based accounting software secures and streamlines financial processes, bookkeeping and tax reporting, and facilitates collaboration between colleagues and clients. 

Client portals allow convenient communication with clients and the secure exchange of sensitive documents, reducing reliance on traditional mail/email and facilitating compliance.

Automation for repetitive tasks such as data entry, invoice generation, and reporting frees up time for your team to focus on higher-value activities like financial analysis and client advisory services.

Data analytics and reporting tools help your firm deliver more strategic and proactive services to your clients by giving you insights into their financial trends, risk factors, and opportunities for cost savings.

Remote collaboration tools like virtual meeting platforms, project management tools, and communication apps facilitate seamless collaboration among your team members when they work from the client’s site or from home.

Mobile accounting apps allow your team to access financial data, track time, and manage client information while on the go, improving your productivity and responsiveness to client needs.

Compliance management tools help you manage compliance requirements, stay current on regulatory changes, and ensure that your firm adheres to industry standards and best practices.

Client relationship management (CRM) software tracks your leads and client interactions, helping you provide more appealing, personalized services.

If you need guidance, our managed IT services for CPA firms will help you keep pace with developments in technology.

Make your team proficient in accounting-specific IT tools

DTS provides end-user training for accounting software, ensuring your staff are utilizing your IT to maximum benefit.

IT training can increase your teams’ productivity and accuracy, and enhances their ability to deliver high-quality financial services to your clients. 

Comprehensive managed IT services for CPA firms

IT experts with nationwide reach

Since 2008, DTS has been providing managed IT services for CPA firms across the lower 48 states from our base in the Bay Area. 

From regulatory compliance, network design, hardware integration, and systems management, DTS does it all.

Wherever you are and whatever your mission, contact us today to join our growing list of satisfied clients.

Finding managed IT services for CPA firms just became easier:

1. Contact

Book a free discovery call to share your situation and clarify your options.

2. Assessment

Receive your personalized assessment and action plan.

3. Solution

Watch our experts improve the productivity and security of your CPA firm.

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