
Why CPA Firms Choose Stimulus Technologies
for Secure, Stress-Free IT
As a CPA firm leader, you are trusted with your clients' most sensitive financial data. But tax season pressure, changing compliance rules, and slow IT support can put that trust and your business at risk.
At Stimulus Technologies, we deliver secure, responsive IT services for CPA firms so you can focus on clients instead of fighting technology.
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Our Proven 3 Step IT Support Plan for CPA Firms
Assess
We review your systems, compliance status, and risks to understand your unique needs.
Secure
We implement cybersecurity protections, encrypted backups, and compliance safeguards tailored to CPA requirements.
Support
We provide fast, local help desk coverage year-round with guaranteed response times even during tax season.
Why CPA Firms Trust Us
CPA Compliance Without the Headaches
We safeguard client data with encrypted backups, layered security, and compliance support for GLBA, IRS 4557, SOX, and FTC Safeguards Rule. You will be audit ready and confident in your compliance posture.
All Your Technology in One Point of Contact
We manage your IT infrastructure, internet, VoIP systems, and vendors. One call gets it fixed with no finger pointing between providers.
Fast Local IT Support During Tax Season
Our Las Vegas based help desk answers with real people who understand CPA deadlines. Nights, weekends, and peak season, we are here.
IT Solutions Tailored to Your Firm
We design solutions based on your compliance needs, business goals, and software environment. Nothing is cookie cutter.
Experts in CPA Software
We support QuickBooks, Lacerte, Drake, DocuSign, Salesforce, and more, ensuring your tools work together smoothly.
Frequently Asked Questions
How fast do you respond during tax season?
We guarantee live, local help desk support with direct access to technicians. Even after hours and on weekends, we respond quickly because we understand that tax deadlines are non-negotiable.
Do you understand CPA compliance requirements?
Yes. We help firms comply with GLBA, IRS 4557, SOX, and the FTC Safeguards Rule. We also assist with audit preparation and documentation maintenance.
What happens if we get hit with ransomware?
We implement multi-layered cybersecurity and encrypted daily backups. If a breach occurs, we restore operations quickly without paying ransom.
Will we have to change all our systems?
No. We support your current software stack and modernize at your pace and within your budget.
Can you handle more than just IT issues?
Yes. We manage internet, VoIP, vendor relationships, and more. One call to us solves it.
Take the First Step Toward Secure and Reliable IT
Call us at 877-464-9996 to schedule your free CPA IT Risk Assessment.
CPA IT Risk Checklist
Is Your Firm Secure, Compliant, and Ready for Tax Season?
Use this checklist to assess your firm's technology health and uncover risks that could cost you clients, compliance, or revenue.
Security and Cyber Threats
- Do you have multi-factor authentication (MFA) enabled across email, remote access, and client portals?
- Is your antivirus and endpoint protection monitored and updated daily?
- Are phishing tests and cybersecurity awareness training performed at least quarterly?
- Do you use a firewall with intrusion detection and geo-blocking?
- Have you had a professional vulnerability scan or penetration test in the last 12 months?
Compliance and Data Protection
- Are you aligned with GLBA, IRS 4557, and FTC Safeguards Rule requirements?
- Do you maintain written policies for data security and access controls?
- Are all client files encrypted at rest and in transit, including backups?
- Can you provide audit logs and access history if requested during a compliance audit?
- Have you designated a qualified party to oversee IT compliance internally or through a managed service provider?
Backups and Disaster Recovery
- Are backups encrypted, tested, and stored off-site or in the cloud?
- Do you have daily or more frequent backups for key systems such as QuickBooks or your CRM?
- Do you know how long it would take to recover operations after ransomware or server failure?
- Have you documented and tested a Disaster Recovery Plan?
IT Support and Responsiveness
- Can you reach your IT provider instantly, even during nights, weekends, or tax season?
- Do you have guaranteed response times in writing?
- Is your tech support team familiar with CPA-specific software like QuickBooks, Lacerte, or Drake?
Systems, Software, and Vendor Management
- Is your hardware under warranty and kept current with updates?
- Do you manage all vendor contacts yourself, or does your IT partner handle escalations?
- Is your software stack, including QuickBooks, DocuSign, and Salesforce, fully integrated and optimized?
Scoring Guide
- 20 or more checkmarks: You are in great shape, but a second set of eyes never hurts.
- 15 to 19 checkmarks: You have a good foundation, but there are gaps worth addressing.
- 10 to 14 checkmarks: There are serious risks to security, compliance, or productivity.
- Under 10 checkmarks: It is time for a strategic IT overhaul.
Want a deeper risk review?
Schedule a free CPA IT Risk Assessment with Stimulus Technologies and get expert recommendations
in plain English with no obligation and no jargon.
Website: https://stimulustech.com/discoverycall
Phone: 877-464-9996




