An update disrupts a critical application.
We review vendor requirements and agree maintenance windows. Application migrations and major upgrades are planned projects, so disruptive changes can be scheduled around filing and reporting periods.
IT SUPPORT FOR CPA, ACCOUNTING & TAX FIRMS
Accounting IT support.
Ready for busy season.
Your team needs dependable access to tax applications, working papers and client documents. VFIX helps accounting firms prepare their computers, protect accounts and plan recovery before the next deadline arrives.
Serving businesses in the San Francisco Bay Area
Talk to VFIX · 888.888.5854
THE INTERRUPTIONS WE HELP YOU ADDRESS
Busy season is demanding enough.
Make the IT work predictable.
Seasonal staff need access—then need it removed.
We document approved accounts and devices, help configure MFA and sharing permissions, and schedule access removal when temporary work ends.
A client-looking email leads to the wrong link.
Combine account protection with separately priced PhishGuard training and simulations. Give staff practical ways to recognize suspicious sign-in and document requests.
CURATED FOR ACCOUNTING & TAX FIRMS
A practical IT foundation for your accounting workflow.
Workstation readiness & maintenance
Monitor enrolled computers, maintain supported operating systems and troubleshoot performance issues before they build into recurring interruptions.
Explore service detailsTax & accounting application coordination
Support the agreed computer, server and network environment around your applications. Coordinate installation requirements and technical escalations with your software vendors.
Explore project supportClient-data & account protection
Configure supported MFA, managed endpoint security and firm-approved file access. Review account changes and technical controls in the scope of your chosen plan.
Explore service detailsSeasonal staff & remote access
Plan device enrollment, authorized account setup and access removal for temporary staff. New environments, bulk onboarding and remote-access rollouts are scoped before work begins.
Explore service detailsWorking papers & backup coverage
Map local work, supported databases and Microsoft 365 data to a backup plan. Confirm application-consistent methods, retained versions and restore responsibilities.
Explore backup optionsClient calls & team meetings
Business call routing, voicemail and supported meetings help connect clients with the right staff. Communications subscriptions and setup are separate from computer care.
Explore communicationsSTART WITH A CLEAR SCOPE
Choose care by computer.
Add the systems you need.
Advanced computer care is a starting point for routine support and managed endpoint security. Choose Premium when you also need agreed computer-backup oversight, quarterly sample-file restore checks and quarterly planning.
Each shared or secondary computer counts once. Server care starts at $175/server/month and network care at $150/location/month. Support hours and included work follow your chosen plan.
Compare all IT plan coverageILLUSTRATIVE MONTHLY IT CONFIGURATION
Example: a ten-computer accounting office
$875/ month
- 10 Advanced computer plans × $55
- 1 Basic server plan × $175
- 1 Basic network location × $150
Ten Advanced computer plans, one Basic server plan and one Basic network location. Tax/accounting software, backup licenses/storage, backup management, PhishGuard and communications are additional.
Request this configurationFinal scope confirmed in your proposal. Taxes, onboarding/remediation and on-site visits are additional. Standard scheduled managed-client visits: $129.99/hour, one-hour minimum; travel and other applicable charges agreed before dispatch.
BUILD THE FULL SOLUTION
Connect protection,
recovery and communication.
Select the services your organization needs.
Each uses its own device, employee or user pricing.
VFIX Cloud
Scope local tax files, working papers, supported databases and Microsoft 365 data separately. Retained versions count toward capacity; your firm approves retention and recovery priorities.
Explore backup plans
VFIX PhishGuard
Prepare employees for phishing disguised as client documents or account alerts. Choose self-service training or add paid VFIX campaign management.
Explore employee trainingBusiness communications
Route client calls during busy periods and connect remote staff through business calling apps and meetings. Agree routing, business hours and user counts before setup.
Compare communications plansFROM FIRST CONVERSATION TO ONGOING CARE
Prepare ahead of the next filing deadline.
Review applications and the workload
Record application versions, device counts, seasonal staffing and your busiest reporting periods.
Agree the readiness work
Identify unsupported devices, account issues, backup gaps and vendor prerequisites. Price remediation and projects before scheduling them.
Set a maintenance and recovery plan
Agree change windows, support contacts and coverage. Review backup responsibilities and plan a suitable recovery check.
MAKE YOUR FIRST CONVERSATION USEFUL
Bring the basics.
We’ll help shape the plan.
Share a little about your environment so we can prepare a relevant proposal. Please do not send passwords, confidential business records or other sensitive files through a general inquiry.
Helpful details to have ready
- Year-round and seasonal computer counts
- Accounting/tax applications and hosting arrangements
- Client document storage and existing backup coverage
- Filing deadlines, maintenance windows and staff changes
We confirm the scope and billing before any service starts.
ACCOUNTING IT · QUESTIONS & ANSWERS
Know what comes
with your support.
Do you support our accounting and tax software?
We confirm the product, installed version, hosting arrangement and vendor support requirements first. VFIX can support the agreed IT environment and coordinate vendor cases. Tax advice, return preparation, bookkeeping, application training and proprietary database repair are outside managed IT.
Can you help with our Written Information Security Plan?
VFIX can implement agreed technical measures such as MFA, endpoint protection, access controls and backup, and provide records of the IT work performed. Your firm and its adviser define and maintain the broader Written Information Security Plan (WISP). The IRS explains tax-professional data security responsibilities; buying an IT plan alone does not fulfill them.
Can we enroll computers used by seasonal employees?
Yes. We identify the computers and accounts needed, then confirm enrollment, setup work and billing terms in your proposal. We also plan access removal when the engagement ends. There is no assumed seasonal discount or automatic right to suspend contracted services.
Can you avoid major changes during tax season?
We agree maintenance windows and review significant changes against your critical dates. Some urgent security work may need prompt attention, so we define how approval and scheduling will work. Vendor release timing and support availability also affect the plan.
Are cloud accounting data and Microsoft 365 backed up automatically?
No. A managed IT subscription does not automatically include every application or cloud account. VFIX Cloud offers supported computer, server and Microsoft 365 backup, quoted separately. Other hosted accounting platforms need a review of their export, backup and recovery options.
What does accounting IT support cost?
Plans are per covered computer: Basic $25, Advanced $55 and Premium $79 per month. Servers and network locations are separate. The example above is a scoped IT configuration; software, backup and projects are additional. Scheduled managed-client on-site work is $129.99/hour with a one-hour minimum.
BUILD YOUR NEXT WORKDAY ON BETTER IT
Let’s talk about your firm.
Get a proposal around your computers, locations, applications and priorities.