maintain and optimize your IT infrastructure, ensure cybersecurity, access technical support, and ensure compliance with regulatory standards

managed IT services for CPAs and accounting firms

Synergy Technical understands the unique IT challenges accounting and CPA firms face. We are committed to enhancing security, ensuring compliance, and boosting productivity through customized technology solutions. Partnering with us allows you to focus on your core business and client relationships while we support your IT infrastructure. Let us empower your operations and turn IT challenges into strategic opportunities for growth and success.

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Why do accounting firms need Managed IT Services?

Managed IT services are essential for your accounting or CPA firm, especially for improving cybersecurity with continuous monitoring and real-time threat detection during critical periods such as tax season. We help ensure your firm stays compliant with evolving financial regulations like FINRA and GDPR, maintaining seamless operations. By providing advanced technology solutions, our IT services significantly boost your team's productivity, allowing them to focus more on strategic growth and client service. With expert guidance and scalable technology, we help you navigate complex challenges, expand your services, and secure a competitive edge in a demanding industry.

How our Managed IT Services support accounting firms?

Enhance your security and compliance
- Protect Your Data: As your managed IT services provider, we implement advanced security measures to safeguard your sensitive financial data. We help ensure robust protection with real-time threat monitoring and quick response to vulnerabilities.
- Guarantee Compliance: With deep knowledge of accounting industry regulations, we ensure that all your IT systems comply with necessary legal standards, minimizing the risk of penalties.

Leverage advanced technology
- Cloud Solutions Expertise: As a Microsoft Cloud Solutions Partner, we provide seamless and secure transitions to cloud-based platforms. Leveraging our partnership, we optimize cloud performance and manage ongoing system maintenance, ensuring you benefit from the best in Microsoft's scalable and secure cloud technologies. This allows you to focus more on your core business functions.
- Software Integration: We integrate your essential systems—ERP, CRM, and specific accounting software—to streamline processes and improve operational efficiency, crucial for accurate financial reporting.

Ensure reliability and continuity
- Continuous Support: Our comprehensive support includes training your team to use new technologies effectively and maintaining best security practices, along with help desk services for any issues that arise.
- Disaster Recovery: We design and implement robust disaster recovery plans that protect your data and ensure quick service restoration to maintain business continuity and safeguard your firm’s reputation.

Managed IT Services features and what they deliver

Our IT team is dedicated to providing premium level of service with customized service offerings based on your accounting or CPA firms needs. When you call our IT service desk, we don’t just ask you how we can help; we get right down to business.

Asset lifecycle management

Effective asset Lifecycle Management is crucial for maximizing the value and minimizing costs. We ensure your organization has enterprise-grade equipment that optimizes resource utilization.

Desktop monitoring and care

Our preventive maintenance service for desktops proactively and regimentally monitors and addresses common problems experienced by desktop users.

Microsoft cloud environment support

We provide support for Microsoft 365 Exchange Online, Teams, OneDrive, SharePoint Online; management of Microsoft 365 end user accounts, permissions, and access rights.

Mobile Device Management (MDM)

Our MDM solution is the fastest, most comprehensive way to get devices configured for company access and to ensure that your organization’s data is secure on smartphones and tablets.

Remote support for your users

Work late? Work early? Work weekends? It doesn’t matter. Anytime you run into a problem with your technical equipment, you can give our team a call.

Security alert monitoring and remediation

Our fully staffed SOC drives remediation of threats within your workstations and servers. And regardless of where your users are working, we can help detect all known and unknown threats.

Server monitoring and care

When a system or function fails to work properly, an alert is generated and our team will immediately investigate the issue.

Workstation documentation and reports

We use sophisticated remote management and monitoring agents in order to provide IT system performance reports. Our IT system performance reports can help you manage asset inventory and budget planning needs.

Explore the shift toward digital transformation and the increasing dependence on proactive IT services

Synergy Technical has come up with an ultimate guide for accounting professionals. Tailored to meet the needs of everyone from small local firms and freelance accountants to employees in large multinational organizations, this guide delivers crucial insights. It focuses on the unique IT needs of accountants, equipping them with the knowledge to effectively utilize IT support. Understanding how to navigate digital transformation allows accountants to uphold high service standards, enhance operational efficiency, and improve data security.

Our unique approach to Managed IT Services

We will conduct a comprehensive, unbiased review of your existing IT strategy and infrastructure.

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System Audit

We will conduct a full system audit/review. This will provide us with complete understanding of your environment and how your organization uses each system today. We will also look for possible problem areas that we can address.

Identify

We will address any gaps in your IT plan for cybersecurity, personnel training, and risk management.

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Outcomes

We will make technology recommendations that will make sure you achieve your organization's technology objectives.

Why should you choose Synergy Technical to be your MSP?

Synergy Technical is an award-winning industry-leading Microsoft Cloud Solutions Partner that delivers comprehensive technology solutions to meet the needs of today's highly connected and interactive organizations.

We have a global reputation of highly trained IT leaders that are experts in their field and provide our clients with exemplary service every project. We treat every customer and engagement as a completely unique opportunity. We know cookie-cutter formulas just won't cut it because your organization, its people, and its data are nothing like the one next door.

Our Managed IT Services industry verticals

Customers can trust we’ve got IT covered. We have built proven strategies into our Managed IT Services Model that have successfully helped customers all over the globe optimize operations and accelerate outcomes.

Banks

Energy

Legal

Manufacturing

Nonprofit

Managed IT Services for Pharmaceutical & Healthcare

Pharmaceutical and Healthcare

Retail

Our consulting services related to Managed IT Services

We offer assessments, engagements, design and configuration, and more. Each resulting in a roadmap to success for your digital transformation.

AI Strategy Enablement

Business Continuity and Disaster Recovery Services

Cloud Identity Security Assessment

Cloud Migration Security Strategy

End User Security Awareness Training

Microsoft 365 Security Assessment

Microsoft CSP Licensing

Microsoft Productivity Cloud Immersion Experience

Microsoft Security Cloud Immersion Experience

How we're different

Recognitions and certifications

Synergy Technical has been accredited with several partner recognitions.

Microsoft FastTrack Ready Partner

FastTrack is a combination of resources, engineering expertise, and best practices that ensures you have the most efficient deployment and adoption possible.

Cloud Immersion Experience facilitators

As one of Microsoft's top CIE partners, we have experience showcasing the benefits of Microsoft productivity and security solutions.

Microsoft Cloud Solutions Partner

Subject matter experts in Modern Work for Enterprise and SMB, cybersecurity architecture, identity and access management, information protection, and additional specializations.

Our proven experience

Deployed over 20M seats of Office 365, Microsoft 365, and Microsoft EMS
Customers in all 50 states
Experience in 70+ countries

Frequently asked questions (FAQs) for Managed IT Services for Accounting and CPA Firms

What sets our managed IT services offer apart?
- Partnering with Synergy Technical gives your accounting or CPA organization unmatched support by gaining direct access to our team of Microsoft experts, with certifications across Azure, Microsoft 365, Microsoft 365 Copilot, Microsoft Defender, Microsoft Entra, Microsoft Fabric, Microsoft Intune, Microsoft Power Platform, Microsoft Purview, Microsoft Sentinel, Microsoft SharePoint, Windows 365, and more. No third-party outsourcing—just world-class support from experienced professionals.
Why Synergy Technical for managed IT services?
- Recognized as an expert in Microsoft technologies, Synergy Technical was named the Microsoft 20/20 M365 Security Deployment Partner of the Year. As a FastTrack Ready Partner, certified Cloud Solutions Provider, member of the EMS Elite Partner Program and Microsoft Modern Desktop Partner Advisory Council member, Synergy Technical is positioned to provide technology implementation services to customers of all sizes.
Do you offer multiple support plan options?
- Yes. We offer multiple support plan options, including business hours only, business hours with emergency after hours support, as well as 24x7 support options. Learn more by contacting us.
How do you ensure business continuity, security, and compliance with financial regulations?
- We prioritize data security and compliance by implementing industry-standard security protocols, including encrypted data storage and transmission, and secure access controls. Our services are meticulously designed to comply with stringent financial regulations such as FINRA, GDPR, and other local standards. With extensive experience working with organizations that have highly-regulated security and compliance needs, we bring a depth of knowledge and a proven track record of maintaining rigorous compliance, ensuring your firm meets regulatory requirements effectively.
What is your response time for IT issues and support?
- Speed of answer target: 70% of telephone calls and chats answered in 1 minute or less.
- Interaction handle time for in scope services target: 25 minutes.
- Resolution rate for in scope services target: 75% of interactions resolved without the need of escalation.
- Client initiated requests completed by 6:00AM (local machine time zone) the day following the request.