Accounting Firms

IT Solutions for Accounting Firms

Ohio accounting and CPA firms handle some of the most sensitive financial data imaginable. NHM provides IT support built around the IRS Safeguards Rule, client data protection, and the operational reality of tax season — when downtime is simply not an option.

Challenges We Solve

01

Protecting sensitive client financial and tax data from breaches and ransomware

02

Meeting IRS Safeguards Rule and Written Information Security Plan (WISP) requirements

03

Maintaining uptime during tax season when downtime has direct revenue impact

04

Supporting accounting-specific software stacks (QuickBooks, Drake, Thomson Reuters)

05

Securing remote and hybrid access for accountants and staff

06

Managing document retention, destruction, and compliance documentation

Ready to solve these challenges?

Accounting Firms IT Services

IRS Safeguards Rule & WISP Compliance

Formal written information security plan development, documentation, and technical implementation to satisfy IRS tax preparer requirements.

Client Data Encryption & Access Controls

Role-based permissions, encrypted file storage, and audit logging ensure only authorized staff access client financial records.

Accounting Software Support

Expert support for QuickBooks, Drake, Lacerte, UltraTax, CCH Axcess, and other platforms Ohio CPA firms depend on daily.

Ransomware Protection & Recovery

Immutable offsite backups, EDR, email filtering, and network segmentation to stop attacks — and recover quickly if one succeeds.

Secure Remote Access

VPN and virtual desktop solutions that give remote and hybrid accountants full access to firm systems without exposing client data.

Tax Season IT Readiness

Pre-season system audits, update schedules, and priority support during filing season so nothing breaks when your clients need you most.

How we work with you for Accounting Firms

The same structured approach applies whether you need a one-time project or a long-term IT partner. You always know what we are doing, why it matters, and what happens next.

  1. Step 1

    Discovery & context

    We start with a no-pressure conversation about your team size, systems, compliance needs, and what “healthy IT” looks like for you. Based in Canton, we serve businesses across Northeast Ohio with remote and on-site support when it matters.

  2. Step 2

    Baseline & priorities

    We document what you have today—endpoints, email, backups, identity, vendors—and rank risks by business impact. You get plain-language explanations, not a pile of jargon.

  3. Step 3

    Plan, timeline, and ownership

    You receive a practical roadmap: quick wins, scheduled work, and what we handle vs. what your team or vendors own. Budget and phasing stay transparent so you can decide what runs first.

  4. Step 4

    Operate, monitor, and improve

    We execute the plan, keep watch on critical systems, and adjust as you grow. Many clients pair ongoing support with our DomainGuard app and dashboard for domain health, alerts, and security visibility.

Compliance & Standards

IRS Safeguards Rule (Publication 4557) compliance
Written Information Security Plan (WISP) development
FTC Safeguards Rule for financial data handlers
State CPA board data security requirements
SOC 2 readiness for firms serving institutional clients
Document retention and secure destruction policies

FAQ

Talk to an Accounting IT Specialist

Free 30-minute discovery call — no pressure, no obligation.