From the first January extension to the April crush and beyond, Smartweb keeps the systems CPA, tax, and bookkeeping firms run on — hosted tax software, client portals, email, and the sensitive financial data behind them — secure, compliant, and available. Premium IT support and FTC Safeguards/WISP compliance, one predictable monthly bill, for less than the big national providers charge.
A modern firm runs almost entirely on technology: hosted tax prep and write-up software, client portals and e-signature, document management, and a Microsoft 365 mailbox that handles thousands of sensitive returns, financials, and Social Security numbers — all under filing deadlines that don't move. When any of it goes down in March or April, work stops cold.
At the same time, the rules tightened. Under the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, and the IRS requirement for a Written Information Security Plan (WISP), every firm that touches taxpayer data must now run documented security controls — universal multi-factor authentication, encryption, monitoring, and an incident response plan — or face penalties that reach tens of thousands of dollars per day.
Smartweb works with CPA firms, tax practices, bookkeeping and payroll services, and wealth-adjacent accounting offices to take that risk off the table — keeping the whole stack secure, compliant, and monitored under the model the rest of our business is built on: one plan, one source, one monthly bill — and meaningfully less than the national IT firms charge for the same work.
These are the issues we're called in to fix most often across CPA, tax, and bookkeeping firms. Each one has a direct line to a missed deadline, a compliance penalty, or a costly breach.
From January through April your whole year's revenue moves through a few intense weeks. A server crash, a slow hosted desktop, or an internet outage on April 14th isn't an inconvenience — it's missed filings, angry clients, and overtime you'll never recover.
Every firm handling taxpayer data must maintain a Written Information Security Plan and meet the FTC Safeguards Rule — universal MFA, encryption, monitoring, and training. Penalties run to tens of thousands of dollars per day, and most small firms have no documented program in place.
Accounting firms rank among the top targets for ransomware — they hold concentrated financial records and face deadline pressure that makes them likely to pay fast. The IRS reports attacks on tax pros spike around 50% during filing season, and firms hit days before the deadline have closed for good.
UltraTax, Lacerte, ProSeries, Drake, CCH Axcess, QuickBooks — your applications demand performance, current versions, and rock-solid hosting. A misconfigured server or a slow virtual desktop turns a 20-minute return into an hour and drags your whole team down at the worst possible time.
Seasonal preparers, remote bookkeepers, and partners working from home all need fast, secure access to the same files and software — without opening a hole in your defenses. Ad-hoc remote setups are exactly where breaches and compliance gaps start.
Your inbox is a target. Credential theft and impersonation emails — a "client" changing wire instructions, a "partner" requesting a transfer — drive most firm breaches today. Without managed email security and staff training, one click can compromise an entire client base.
We map our core services directly onto the way your firm actually works — software, security, deadlines, and compliance — so nothing falls through the cracks.
24/7 monitoring and a responsive help desk that keep workstations, servers, and hosted desktops fast and online — so a hardware fault never stops your team mid-return.
Explore Managed ITLayered defenses, managed detection & response, MFA, and email security — implemented and documented to satisfy the FTC Safeguards Rule, your WISP, and cyber-insurance requirements.
Explore CybersecurityHost tax software and files in a secure cloud or virtual desktop so partners, in-office staff, and seasonal preparers all work from the same fast, protected environment — anywhere.
Explore Cloud SolutionsImmutable, ransomware-proof backups with tested recovery, so a cyber-attack or hardware failure during filing season never costs you a client base or a deadline.
Explore Disaster RecoveryAdvanced email filtering, anti-phishing, and Microsoft 365 hardening with backup — plus staff awareness training that stops the wire-fraud and impersonation attacks aimed at your inbox.
Explore Managed ITExecutive IT strategy for software rollouts, growth, budgeting, and audits — with a clear WISP and FTC Safeguards roadmap, so your technology and compliance keep pace with the firm.
Explore Virtual CIOWe build and maintain the documented security program the IRS and FTC now require — written WISP, universal MFA, encryption, access controls, monitoring, and an incident response plan — so you can answer any client, auditor, or cyber-insurer with confidence instead of scrambling.
In a deadline-driven, trust-based profession, reliable and compliant technology isn't overhead — it's what protects your revenue, your license, and the client relationships you've built over years.
Proactive monitoring, fast hosted desktops, and tested recovery keep your team productive through the busiest weeks of the year — no outages, no slowdowns, no lost billable hours.
Get senior-engineer service and enterprise-grade security tooling for less than the big national IT firms charge — one consolidated bill replaces a stack of vendors, surprise project fees, and an in-house hire you don't need.
A documented WISP and FTC Safeguards program means you can satisfy regulators, pass a cyber-insurance application, and answer a client's security questionnaire without losing a week to it.
Layered security keeps client returns, financials, and SSNs out of attackers' hands — and keeps your firm's name out of a breach-notification letter that could cost you a generation of referrals.
From practices in Manhattan and the boroughs to firms across Nassau and Suffolk County, Smartweb supports the CPA, tax, and bookkeeping offices that keep New York's businesses and families compliant — resolving most issues remotely the same day and dispatching engineers on-site when hands-on work is needed.
We're a long-established technology firm, not a faceless national call center. You get a documented environment, a team that understands how hosted tax software, client portals, and a WISP fit together, and senior engineers who answer the phone — at a price that runs well below the big providers, because you pay for one accountable partner instead of layers of overhead. Our Virtual CIO and disaster-recovery services are available nationwide for firms with operations beyond the New York metro.
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Everything consolidated
We manage the infrastructure, security, and hosting beneath the tools your firm runs on — and coordinate with your software vendors so support never falls into the gap between them.
UltraTax CS, Lacerte, ProSeries, Drake, ATX, and CCH Axcess Tax — hosted, patched, backed up, and tuned for speed through filing season.
QuickBooks (Desktop & Online), Sage, Xero, and Thomson Reuters Accounting CS — kept available, secured, and reliably backed up.
CCH Axcess, Karbon, Canopy, SmartVault, and document management platforms — with the storage, versioning, and access control your workflow depends on.
Secure hosted desktops and private cloud that put your full software stack a login away — fast for in-office, remote, and seasonal staff alike.
Outlook, Teams, SharePoint, and OneDrive — hardened, backed up, and protected with advanced anti-phishing and MFA across every account.
Secure client portals, e-signature, and payment tools — configured so clients exchange sensitive documents safely and your data-protection obligations are met.
Running something not listed here? We almost certainly support it — ask us.
Yes. We manage the servers, hosted desktops, cloud, security, and backups that UltraTax, Lacerte, ProSeries, Drake, CCH Axcess, QuickBooks, and your other applications run on, and we coordinate directly with your software vendors when an application-level issue comes up — so you have one team accountable for keeping it all online instead of being passed between providers.
Yes — this is one of the most common reasons firms call us. We build and maintain the documented Written Information Security Plan and the technical controls the FTC Safeguards Rule and IRS require: universal multi-factor authentication, encryption, access controls, monitoring, secure backups, and an incident response plan. The result is a program you can show to a regulator, a cyber-insurer, or a client who asks how you protect their data.
We proactively monitor and patch your systems before the season starts, keep hosted desktops fast under heavy load, and maintain tested backups and recovery so a failure is measured in minutes, not days. Our help desk is available when your team is working late, and we treat any issue during filing season as the high-priority event it is.
Because you're not paying for their overhead. With Smartweb you get senior engineers, enterprise-grade security and monitoring tools, and one consolidated monthly bill — instead of a national firm's tiered call centers, per-ticket upcharges, and surprise project fees. Most accounting clients we take on were overpaying a large provider for slower, less personal service; we deliver the same enterprise-grade coverage at a noticeably lower total cost.
Firms hold concentrated, high-value financial data — returns, Social Security numbers, bank details — and face deadline pressure that makes them more likely to pay quickly to get back to work. Attacks on tax professionals spike sharply during filing season, and firms hit days before a deadline have been forced to close. Layered security, immutable backups, and 24/7 monitoring dramatically reduce both the odds of an attack and the damage if one is attempted.
We do. Most issues are resolved remotely the same day through our help desk, and we dispatch engineers on-site across New York City and Nassau and Suffolk County whenever hands-on work is needed at your office. Our Virtual CIO and disaster-recovery services are also available to firms with locations beyond the metro area.
Book a free, no-obligation assessment. We'll review your systems, security, and FTC Safeguards/WISP posture, and show you exactly where the risks and quick wins are — no jargon, no pressure.