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What Happens to IT When a PE Firm Acquires Your Accounting Practice

PE acquisition accounting firm IT transition timeline showing discovery, setup, migration, and ongoing management phases
  • byCamren Majors
  • April 14, 2026
  • 6 minute read
When a PE acquisition hits your accounting firm, IT is one of the first things to change. Here’s what to expect, what breaks first, and how to prepare before the deal closes.
Dedicated vs shared cloud hosting comparison for accounting firms showing tax season performance, security, costs, and compliance differences
Dedicated vs Shared Cloud Hosting: What Growing Accounting Firms Should Know
  • byCamren Majors
  • April 14, 2026
  • 6 minute read
Standardizing IT across accounting firms in a PE portfolio using a 4-phase approach: discovery, environment setup, migration, and ongoing management
Standardizing Technology Across Multiple Acquired Accounting Firms
  • byCamren Majors
  • April 14, 2026
  • 6 minute read
Verito vs. Azure for Accounting Firms_ Dedicated Private Cloud or Public Cloud Providers
Verito vs. Azure for Accounting Firms: The Case for Dedicated Private Cloud vs. Public Cloud
  • byJatin
  • April 14, 2026
  • 12 minute read
From Solo Lawyers to 100+ Attorney Firms_ How IT Needs Change at Each Stage
From Solo Lawyers to 100+ Attorney Firms: How IT Needs Change at Each Stage
  • byCamren Majors
  • March 27, 2026
  • 8 minute read
IT Compliance for Law Firms_ HIPAA, SOC 2, GDPR, and Client Audits Explained Simply
IT Compliance for Law Firms: HIPAA, SOC 2, GDPR, and Client Audits Explained Simply
  • byCamren Majors
  • March 26, 2026
  • 18 minute read
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Dedicated vs shared cloud hosting comparison for accounting firms showing tax season performance, security, costs, and compliance differences
Read More
  • 6 minute read

Dedicated vs Shared Cloud Hosting: What Growing Accounting Firms Should Know

  • byCamren Majors
  • April 14, 2026
Dedicated vs shared cloud hosting for accounting firms -- compare performance during tax season, security for client data, compliance alignment, and true cost differences.
Standardizing IT across accounting firms in a PE portfolio using a 4-phase approach: discovery, environment setup, migration, and ongoing management
Read More
  • 6 minute read

Standardizing Technology Across Multiple Acquired Accounting Firms

  • byCamren Majors
  • April 14, 2026
Standardizing IT across accounting firms in a PE portfolio -- a phased playbook from discovery to full portfolio management, delivered in weeks, not months.
Verito vs. Azure for Accounting Firms_ Dedicated Private Cloud or Public Cloud Providers
Read More
  • 12 minute read

Verito vs. Azure for Accounting Firms: The Case for Dedicated Private Cloud vs. Public Cloud

  • byJatin
  • April 14, 2026
A former Microsoft engineer just handed the entire cloud industry a mirror it didn’t want to look into.…
From Solo Lawyers to 100+ Attorney Firms_ How IT Needs Change at Each Stage
Read More
  • 8 minute read

From Solo Lawyers to 100+ Attorney Firms: How IT Needs Change at Each Stage

  • byCamren Majors
  • March 27, 2026
The IT setup that helped a two-attorney firm run smoothly through its first five years is often the…
IT Compliance for Law Firms_ HIPAA, SOC 2, GDPR, and Client Audits Explained Simply
Read More
  • 18 minute read

IT Compliance for Law Firms: HIPAA, SOC 2, GDPR, and Client Audits Explained Simply

  • byCamren Majors
  • March 26, 2026
Most law firms don’t get overwhelmed by legal complexity.  They get overwhelmed when a new client, insurer, or…
WISP for CPA Firms: The Complete IRS-Compliant Guide (2026)
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  • 16 minute read

WISP for CPA Firms: The Complete IRS-Compliant Guide (2026)

  • byCamren Majors
  • March 25, 2026
Adam Dekker, CFP®, EA, CDFA®, runs a fully digital financial planning and tax services firm with three people,…
How One Firm Dropped Four IT Vendors and Got Their Nights Back
Read More
  • 5 minute read

How One Firm Dropped Four IT Vendors and Got Their Nights Back

  • byCamren Majors
  • March 24, 2026
TLDR By Camren Majors, co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm Most accounting firms do…
Tax Software Hosting in 2026_ The Complete Guide for CPA Firms (QuickBooks, Lacerte, Drake, UltraTax, ProSeries)
Read More
  • 22 minute read

Tax Software Hosting in 2026: The Complete Guide for CPA Firms (QuickBooks, Lacerte, Drake, UltraTax, ProSeries)

  • byCamren Majors
  • March 23, 2026
Here is a scenario that plays out somewhere in America every single year, at exactly the wrong time.…
TaxAct vs Drake vs ProSeries: Which Tax Software Should You Host In 2026?
Read More
  • 36 minute read

TaxAct vs Drake vs ProSeries: Which Tax Software Should You Host In 2026?

  • byCamren Majors
  • March 20, 2026
If you are comparing TaxAct Professional, Drake Tax, and ProSeries on features and price, the short answer is…
IT Support for Law Firms: What ABA Rule 1.6 Actually Requires From Your Technology (2026)
Read More
  • 12 minute read

IT Support for Law Firms: What ABA Rule 1.6 Actually Requires From Your Technology (2026)

  • byCamren Majors
  • March 19, 2026
Every attorney knows ABA Model Rule 1.6 by name. Most could recite its core principle without hesitation: protect…
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