Smart IT Management: What Top Tax & Accounting Firms Do Differently

In today’s high-stakes accounting world, smart IT management isn’t optional. It’s mission-critical. Firms that lead the pack don’t just react to problems; they prevent them before they start. Whether securing sensitive client data, ensuring uninterrupted access to tax software, or maintaining compliance with IRS and FTC regulations, top-performing firms leverage advanced IT strategies to stay ahead.

So, what exactly sets them apart?

Why Smart IT Management Matters in Tax & Accounting

What does IT management mean for accounting firms?
Smart IT management ensures your firm operates securely, efficiently, and without downtime, especially during peak tax season. It includes proactive monitoring, cybersecurity protection, and compliance readiness, freeing firms from the risks of reactive “break-fix” support models.

Common Challenges Firms Face Without It:

Outdated on-premise servers prone to crashes
Limited remote access for staff
Exposure to data breaches or ransomware
Manual IT maintenance eating up valuable time

The Role of Managed IT Services in Modern Firms

What are managed IT services for accounting firms?
Managed IT services offer 24/7 support, proactive maintenance, threat monitoring, and system updates, all tailored to your tech stack (QuickBooks, Drake, Lacerte, etc.).

Key Benefits:

Audit-Ready Security: Encryption, 2FA, and secure VPNs protect sensitive data .
Compliance Confidence: Services support GDPR, FINRA, IRS, and FTC requirements, minimizing the risk of penalties.
Streamlined Software Performance: Integrated environments keep tax tools running smoothly and in sync.

Deloitte’s 2023 Technology in Accounting Report found firms using integrated software saw a 25% boost in productivity.

Why Cloud Hosting is a Game-Changer for Tax Professionals

What is cloud hosting for accounting firms?
Cloud hosting moves your firm’s software and data to a secure, remote server, ensuring flexible, scalable, and reliable access from anywhere.

Cloud Hosting Advantages:

99.999% Uptime Guarantee: Verito’s isolated private servers offer uninterrupted software access, even during tax season surges.
Scalability On Demand: Add users, apps, or storage as needed—no infrastructure headaches.
Compliance-Built Environments: Hosting includes SOC 2 and FTC Safeguards compliance to simplify audits.

Example:
A small tax firm using Verito’s hosting can securely access Drake or Lacerte from any device, improving flexibility and client service.

Cybersecurity: The Foundation of Trust

How do accounting firms stay protected from cyber threats?
With cybercrime targeting even small firms, leading practices prioritize encryption, multi-factor authentication, and 24/7 threat detection.

Best Practices Include:

Firewall & Intrusion Detection: Stops threats before they breach the network.
Identity & Access Management: Restricts sensitive data access by user roles.
Regular Training: Educates teams to avoid phishing scams and social engineering.

📊 IBM found firms using AI-driven cybersecurity tools mitigate breaches 28 days faster, saving $3.05 million on average.

IT-Driven Workflow Optimization

How does IT improve accounting workflows?
Top firms use technology not just for security, but also to increase productivity by automating tasks and streamlining communication.

IT-Powered Workflow Wins:

Automation: Tools like UltraTax CS reduce manual data entry, saving hours and improving accuracy .
Remote Collaboration: Cloud platforms allow teams to work together regardless of location .
Secure Client Portals: Clients upload documents safely, accelerating preparation and approval cycles .

💡 Result:
Firms save time and reduce friction, allowing staff to focus more on high-value tax planning instead of administrative upkeep.

What Sets Verito Apart?

While many vendors offer cloud or IT services, only Verito delivers industry-specific solutions engineered for accounting professionals.

Feature	Verito’s Advantage
VeritSpace	Dedicated private servers ensure maximum performance and security .
VeritGuard	24/7 support from experts who specialize in tax/accounting tech .
Compliance-Ready Infrastructure	SOC 2, IRS, and FTC compliance built into every hosted environment .
Scalable Plans	Bespoke pricing and resources for solo practitioners to large multi-site firms .

Real Feedback:
“Verito has completely changed how & where I can work!” – Susan Graves, CPA

Migrating to the Cloud: Simpler Than You Think

Is it hard to move my tax software to the cloud?
Not with Verito. Our team handles everything from assessment to onboarding, minimizing disruption and ensuring smooth transitions.

Cloud Migration in Four Easy Steps:

Assess Your Needs: Identify software, data, and users.
Choose the Right Provider: Look for guarantees, security, and compliance alignment.
Plan the Migration: Collaborate with your provider on timeline, backups, and contingency planning.
Train Your Team: Ensure staff confidence through onboarding resources.

Tip: Solo CPAs and firms that migrate before tax season often experience the highest ROI.

Conclusion: Invest in What Top Firms Already Know

Top tax and accounting firms aren’t just working smarter—they’re working safer, faster, and more profitably. From managing compliance to empowering remote teams, the right IT infrastructure unlocks real value.

Verito provides the hosting and IT backbone that just works. Securely.