IT Services for CPA & Accounting Firms

IT Support Built for Indiana CPA & Accounting Firms.

Keep tax software running at peak season, protect client financial data, and meet FTC Safeguards Rule requirements — with IT support that understands the accounting industry.

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We Know the Platforms Your Firm Depends On.

From tax preparation to practice management and client portals, we support the technology your accounting team runs on every day.

Drake Tax UltraTax CS ProConnect Lacerte CCH Axcess Thomson Reuters CS Canopy Jetpack Workflow QuickBooks Online QuickBooks Desktop Sage Xero Microsoft 365 ShareFile

The IT Challenges Accounting Firms Face

Tax Season Is the Worst Time for Downtime

January through April is when your firm generates the most revenue. A server failure or network outage during tax season is a crisis. We ensure your systems are hardened and tested before the busy season starts.

FTC Safeguards Rule Compliance

The FTC Safeguards Rule requires firms handling financial data to implement specific security controls. Non-compliance carries significant legal and financial risk.

Client Financial Data Protection

Your clients trust you with their most sensitive financial information. A breach doesn't just expose data — it ends relationships and invites regulatory scrutiny.

Secure Client File Sharing

Emailing tax returns and financial documents is a security risk. We implement encrypted client portals and secure file transfer that meets professional standards.

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CPA or accountant working at desk during busy season

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Accounting office or team collaboration

IT Services for CPA & Accounting Firms

Managed IT & Peak Season Support

Proactive system monitoring and helpdesk support with extra attention during tax season — so your firm stays productive when it matters most.

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FTC Safeguards Rule Compliance

We assess your firm's compliance posture, implement required security controls, and document everything regulators and insurers need to see.

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IT Risk Assessments

Independent assessment of your firm's IT environment with clear, actionable findings for firm partners and administrators.

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Email Security & Anti-Phishing

Accounting firms are prime phishing targets. We implement email filtering and anti-phishing protection that keeps client data out of the wrong hands.

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Secure Backup & Recovery

Encrypted backup of all client files, tax returns, and firm data — with a tested recovery plan that can restore operations quickly.

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Microsoft 365 for Accounting Firms

Secure M365 deployment with SharePoint document management, encrypted email, and MFA enforcement across every staff device.

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Compliance Frameworks We Support

Accounting firms face regulatory requirements from the FTC, IRS, and increasingly from cyber insurers. We implement the controls needed to stay compliant and protect your firm.

FTC Safeguards Rule IRS Publication 4557 NIST Cybersecurity Framework Cyber Insurance Requirements Data Encryption Standards MFA Requirements

Resources: Indiana CPA Society | FTC Safeguards Rule

Why CPA Firms Choose Monon

01

Understands Seasonal Demands

We know tax season is not the time for system upgrades. We plan around your schedule and ensure systems are rock-solid before your busiest months.

02

Financial Data Expertise

We treat financial records with the same sensitivity your firm does — secure handling is standard, not optional.

03

No Surprise Bills

Flat-rate managed IT means you know exactly what IT costs every month. No hourly overages during tax season.

Ready to Secure Your Firm Before Tax Season?

Schedule a free consultation to review your firm's IT environment, compliance posture, and how we can keep your practice running at peak performance.

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Serving Carmel · Fishers · Westfield · Noblesville · Zionsville · Indianapolis and surrounding Central Indiana communities.