IT SERVICES FOR THE ACCOUNTING INDUSTRY
Does your current IT support start working on your problem in 20 MINUTES OR LESS or do they take forever to call you back and respond to your request?
Managed IT Services for Accounting Firms | Secure. Compliant. Always On.
IT That Serves Your Firm—So You Can Focus on Serving Your Clients
As a CPA firm leader, you carry the weight of client trust, regulatory compliance, and peak performance—especially during tax season. You don’t need tech headaches; you need reliable systems that work, stay secure, and don’t slow your staff down.
CD Technology specializes in managed IT services designed specifically for accounting firms in Tennessee. Our compliance-first, cyber-secure technology support frees you to focus on your practice—not your IT.
Why Accounting Firm Partners Choose Us
✅ Expertise in Accounting Firm Compliance
We provide compliance documentation for the FTC Safeguards Rule, GLBA, and other industry regulations. With written Information Security Programs (WISPs), risk assessments, vendor management auditing, and incident response planning, we help you stay audit-ready and penalty-proof.
✅ Enterprise-Grade Cybersecurity & Ransomware Protection
Firms that handle client financial data are prime targets for cybercrime. Our multi-layered cybersecurity—firewalls, MFA, encryption, phishing simulations, and proactive monitoring—prevents breaches before they happen.
✅ Rapid Response—Especially in Busy Season
Downtime hurts more in tax season. We deliver fully managed IT support, with guaranteed response times and 24/7 monitoring, so system issues don’t delay deadlines or jeopardize client trust.
✅ Seamless Integration with Your Workflow
We support the tools you already use—QuickBooks, Thomson Reuters, Microsoft 365—without disrupting workflow. Whether it's your firm’s office, a satellite branch, or remote team members working from home, your data remains secure and accessible.
✅ Relationship-Based Support from a Dedicated IT Partner
You’ll have a single point of contact who understands your firm’s systems, your tech goals, and your deadlines. No help desk, no handoffs—just dependable support tailored to your accounting environment.
Core Services for Accounting Firm IT
Accounting Firm Challenge
- Regulatory audits & documentation
- Client data breaches or phishing attacks
- Remote staff or branch connectivity issues
- Slow or unsupported IT in tax season
- Mixed systems from mergers or workflows
CD Technology Solution
- Managed risk assessments, WISP documents, vendor oversight
- Endpoint protection, staff training, phishing simulation
- Secure remote access and cloud data access
- Managed IT with proactive monitoring
- IT project support and system integration
Value to Your Firm
- Audit readiness, compliance confidence
- Enhanced client trust and firm reputation
- Consistent productivity, anywhere
- Less downtime, increased billables
- Smooth transitions and unified tech stack
Real Benefits for CPA Firms:
- Peace of Mind During Deadline Season – Systems run reliably, staff stay focused, and compliance is maintained.
- Greater Efficiency & Accuracy – Your team works faster, with fewer interruptions.
- Stronger Reputation – Clients see you as proactive, secure, and competitive.
- Predictable IT Costs – No surprise emergency bills or hidden vendor fees.
Local Support & Expertise for Tennessee Firms
Serving Knoxville, Maryville, Sevierville, Kingsport, Chattanooga, and surrounding areas, our East Tennessee-based team understands the challenges local CPA firms face. Whether you’re handling routine compliance or weathering busy season demands, we deliver fast, transparent service.
Get Started with a Free Technology Discovery Call
Stop managing IT. Start managing your firm.
👉 Schedule your free discovery call now
15 minutes. No pressure. We’ll assess your tech environment and show you how to get compliant, secure, and worry-free.
Q & A
How Can Our Accounting Firm Secure Remote Access for Staff Without Risking Client Data?
CPA firms often allow remote desktop connections, but unsecured sessions can leave client data exposed to cyberattacks. To protect sensitive financial data and prevent breaches, firms should implement secure remote access with multi-factor authentication (MFA), session timeout controls, and encrypted VPN connections. At CD Technology, we help accounting firms deploy secure, compliant remote access systems that protect both client trust and firm reputation.
What’s the Best Way for Accounting Firms to Share Files Securely With Clients and Prospects?
Emailing sensitive financial documents is a major risk for accounting firms. Instead, firms should use secure file-sharing portals like OneDrive with enhanced security or specialized platforms like Canopy or Firm360. These tools offer encryption, access controls, and audit trails. CD Technology helps CPA firms implement secure file-sharing solutions that cover both clients and prospects—keeping your data protected and your communications compliant.
How Can We Ensure Our Accounting Firm’s Data is Accessible Without VPN Downtime?
Many accounting firms rely on VPNs for data access, but when VPNs fail, productivity suffers—especially during tax season. The solution? Cloud data management and hybrid storage solutions that allow secure, always-on access from any location. CD Technology designs reliable, cloud-based data access systems for CPA firms, eliminating VPN headaches and ensuring your staff can work efficiently, whether in-office or remote.
How Do We Limit File Access and Prevent Unauthorized Changes in Our Firm’s Shared Drive?
Accountants need to control who can view, move, or delete sensitive files. Implementing role-based access control (RBAC), audit logs, and file permission policies ensures data integrity and compliance. At CD Technology, we help firms create structured, secure file systems that minimize internal risks while maximizing accountability.
Why Should Our CPA Firm Automate Routine Tasks Like Data Entry and Reconciliation?
Automation saves time and reduces errors in tasks like bank reconciliation, invoice processing, and data entry. Tools like Hubdoc and Dext streamline these functions, allowing your firm to focus on higher-value advisory services. CD Technology helps CPA firms implement secure automation tools to improve efficiency while keeping compliance and cybersecurity top of mind.
How Can Our Accounting Firm Get IT Support Without Delays During Tax Season?
Waiting on slow IT responses can derail productivity—especially during busy season. CD Technology provides 24/7 responsive IT support tailored for CPA firms, including proactive monitoring, remote support, and fast issue resolution. Our team ensures your systems stay up and your staff stays productive—when it matters most.
Fast And Efficient Solutions
I really cannot say enough about the wonderful service that CD Technology provides. Any time I run into a problem, or simply have a question, their knowledgeable team is right there with fast and efficient solutions. They work hand in hand with us to ensure that our needs are proactively met and that we are well planned for every next step in our business. Thank you to the CD Technology team for providing us with superior service!
Brittany Irick
Lawhorn CPA Group, LLC
No Downtime!
You can rely on this team for all your IT needs. We recently had a serious problem with our network server. They worked all weekend to get the issue resolved so we didn’t have any downtime, and we were up and running on Monday like nothing had happened! They keep in touch every step of the way and are available anytime you have a computer issue that needs to be resolved. The CDT staff is knowledgeable, friendly, and experienced, and always there to help.
David Buckner
Got Me Up And Running!
Your team worked diligently to get me up and running for tax season. My tax software is working and printing fine now too. You guys are awesome, and I truly appreciate you and your computer knowledge. Thank you for taking such good care of me and my business.
Teresa Lipham
Tick Tock Tax Service
Jason Recommends
I’ll tell you what you wanna know about CD Technology. They are the best IT company we’ve ever had EVER in our 43 year history. EVER. CD Technology, Get’em!
Jason Lawhorn
Lawhorn CPA Group, LLC
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We have created the 7 Top Reasons accounting firms like yours choose CD Technology to handle their managed IT services.
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