IT Support for CPA & Accounting Firms
GXA® delivers tax-season-ready, SOC 2 secure managed IT services for CPA firms and accounting firms across Texas. CCH Axcess, Thomson Reuters, Lacerte, ProSystem fx, QuickBooks — whatever stack you run, we keep it running.
21 years supporting Texas accountants. IRS WISP and FTC Safeguards Rule aligned. Secure client portals, business-email-compromise defense, and scalable helpdesk coverage through filing weekends.
Schedule a Pre-Tax-Season IT Review
30-minute conversation. Find out where your IT could fail at the worst time — before it does.
Tax & accounting platforms we support
Managed IT Services for Accounting Firms Built Around Your Calendar
CPA firms aren't like other small businesses. Seasonal capacity, regulatory obligations, and high-value client data make generic MSP support a risk.
IRS WISP & FTC Safeguards Rule
- Written Information Security Plan (WISP) requirement
- FTC Safeguards Rule compliance for "financial institutions"
- Annual risk assessment and documented safeguards
- Incident response plan with breach reporting procedures
Tax-Season Capacity
- Seasonal staff need immediate access (and offboarding in May)
- Capacity planning for late-night filing weekends
- Print / e-file infrastructure that cannot fail April 15
- Helpdesk coverage during extended tax-season hours
Client Data Confidentiality
- SSNs, W-2s, and financial statements at scale
- Secure document exchange (no emailed returns)
- Encrypted portals with retention and audit
- Access controls so staff sees only their clients
Fraud & Attack Surface
- Business email compromise is rampant in accounting
- Fraudulent wire instructions via impersonation
- Credential theft from tax-prep platforms
- Ransomware timed for filing deadlines
What Texas Accounting Firms Get With GXA
Our Virtual IT Department™ gives your firm dedicated leadership, scalable helpdesk, and enterprise-grade security — for a predictable monthly fee.
Dedicated vCIO
Strategic IT leadership who understands tax-season cycles and builds a 12-month roadmap around your firm calendar.
Dedicated vITM
A virtual IT Manager for day-to-day operations, with monthly on-site visits to your office.
Dedicated vCISO
CISSP-led security leadership who owns your WISP, FTC Safeguards compliance, and client questionnaire responses.
Tax-Season Helpdesk
Average 15-minute response, US-based, pre-staged for filing weekends.
gShield™ for Accounting
Advanced email security, MFA, EDR, and 24/7 SOC — the controls BEC and ransomware defenses require.
Secure Client Portals
Encrypted document exchange implementation, administration, and audit. No more emailed returns.
IT Support for CPAs Across DFW
Accounting Firm IT Support FAQ
How do you handle the IRS Written Information Security Plan (WISP) requirement?
Every paid tax preparer is required to have a WISP under IRS Publication 4557 and the FTC Safeguards Rule. GXA's vCISO develops and maintains your WISP, aligns it with the IRS and FTC Safeguards Rule requirements, and keeps it current as your firm and technology change.
Which tax and accounting software platforms do you support?
GXA supports the platforms Texas CPA and accounting firms actually use — CCH Axcess, Thomson Reuters UltraTax and GoFileRoom, Intuit Lacerte, ProSystem fx, Drake, TaxAct Professional, QuickBooks Online and Desktop, Xero, Sage Intacct, and Bill.com. We also support secure client portals and e-file infrastructure.
Can your infrastructure handle tax-season surges?
Yes. Our managed IT services for CPA firms are built to scale during tax season — Microsoft 365 and hosted desktop capacity can be dialed up, additional helpdesk hours scheduled, and after-hours support for filing weekends pre-staged. We do this every year for clients; it isn't an emergency for us.
Are you SOC 2 attested?
Yes, GXA is SOC 2 Type II attested and ISO 9001:2015 certified. When your auditors or larger clients ask about your IT provider's controls, you have documentation to share. For firms pursuing their own SOC 2 attestation, our gShield vCISO Compliance tier includes the Vanta GRC platform and auditor response support.
How do you protect client tax data from business email compromise and wire fraud?
Accounting firms are prime targets for BEC and wire-fraud schemes. Our gShield cybersecurity platform for accounting clients includes advanced email security, DNS filtering, multi-factor authentication with conditional access, endpoint detection and response, and quarterly phishing simulation with targeted remediation training. A dedicated vCISO ensures your controls meet IRS and FTC expectations.
Can you help with client portal security?
Yes. Secure document exchange is critical for a CPA firm. We can implement and manage encrypted client portals for tax document collection (SmartVault, SafeSend, Citrix ShareFile, or CCH/Thomson Reuters native portals), configure retention policies, and audit access.
How does GXA's pricing work for accounting firms?
We use a per-user model that scales with your firm. During tax season, we can add temporary seats for contract preparers and scale back after April 15. Contact us for a customized quote based on your firm size, software stack, and compliance needs.
Don't Wait for April to Find Out Your IT Can't Keep Up
30-minute pre-tax-season review. We'll walk through your software stack, security posture, and WISP — and show you exactly where the risks are.
Or call (972) 630-3323Schedule a Pre-Tax-Season IT Review
30 minutes, no obligation.