Accounting, CPA & Financial Services IT & FTC Safeguards-Compliant IT Support
Secure, Reliable Technology for CPA Firms, Bookkeepers, RIAs, Tax Preparers & Financial Advisors
In accounting and financial services, downtime isn’t just an inconvenience. It’s a client-trust and regulatory risk. A frozen tax platform on April 14th, a ransomware-locked general ledger, or a single phished email during busy season can halt filings, expose client SSNs and financial data, trigger FTC Safeguards and IRS penalties, and damage the reputation you’ve spent decades building.
Univision Computers delivers fast, proactive, compliance-aligned IT services designed specifically for accounting and financial firms. Since 1989, we’ve helped CPAs, bookkeepers, and advisors eliminate downtime, satisfy examiners, protect client financial data, and modernize everything from tax software hosting to VoIP, all backed by our 15-minute response guarantee.
Our Current Service Areas: Spokane, WA • Coeur d’Alene, ID • Post Falls, ID • Hayden Lake, ID • Bozeman, MT • Butte, MT • Great Falls, MT • Helena, MT • Kalispell, MT • Missoula, MT • DeLand, FL
Why Accounting & Financial Firms Choose Univision Computers
- Cloud virtual desktops built for tax season: secure, high-performance Virtual Desktop as a Service (DaaS) that runs QuickBooks, Lacerte, Drake, UltraTax, and ProSeries from any device, backed by SOC 2-aligned data centers and seasonal scalability
- FTC Safeguards / GLBA-aligned stack: encryption, MFA, access controls, audit logging, and a documented Written Information Security Program (WISP)
- IRS Pub. 4557-aligned: controls mapped to the "Safeguarding Taxpayer Data" checklist and the required data security plan for tax professionals
- Tax & accounting software expertise: UltraTax, Lacerte, ProSeries, Drake, CCH Axcess, QuickBooks, Sage, Xero, Thomson Reuters, and more
- 15-minute average response, because during busy season, every minute of downtime costs billable hours and deadlines
- 24/7/365 monitoring of servers, endpoints, firewalls, and backups
- On-site + remote support across MT, Northern ID, Spokane WA, and Central FL
Accounting & Financial IT Services We Provide
Managed IT Services for Accounting Firms
24/7 monitoring, patch management, device and asset management, help desk, and vCTO strategy, so your partners, staff accountants, and admin teams stay productive through tax season and beyond.
Virtual Desktops (DaaS) for Accounting & Tax Firms
Empower your accounting firm with a secure, fully managed cloud desktop. Run QuickBooks, Lacerte, and UltraTax from anywhere with busy-season reliability, IRS-compliant security, flat-rate pricing, free migration, and 24/7 US-based support.
Co-Managed IT Services
Already have an in-house IT lead or designated Qualified Individual? We extend your team with 24/7 monitoring, financial-services cybersecurity, compliance documentation, and after-hours coverage, so internal IT can focus on software and client-facing projects without burning out.
FTC Safeguards, GLBA & IRS Pub. 4557 Compliance
Protect client financial data with a layered security program built for regulator scrutiny: risk assessments, a documented Written Information Security Program (WISP), encryption at rest and in transit, MFA, Zero Trust access, managed firewalls, MDR endpoint protection, email security, and phishing simulation, with policies that map directly to the FTC Safeguards Rule, GLBA, and IRS Publication 4557.
Backup, Disaster Recovery & Ransomware Readiness
Hybrid and cloud backups, Microsoft 365 backup, disaster recovery testing, and ransomware recovery planning, so one bad click during busy season doesn’t become a breach notification.
Financial Services VoIP & Unified Communications
Reliable VoIP with secure voicemail, multi-location calling for firm networks, Microsoft Teams phone integration, and call features for client service and busy-season overflow.
Secure AI for Accounting & Finance
Your staff is already using ChatGPT, often with client financial data. That’s a GLBA violation waiting to happen. Hatz AI is a secure, private AI platform that lets your team safely draft client communications, engagement letters, research summaries, and memos without leaking sensitive financial data to public models.
Secure Cloud & Application Hosting
Azure cloud, Microsoft 365, secure client portals, secure remote access for traveling advisors and seasonal staff, and optimized hosting for your tax and practice-management systems.
WISP Development & Compliance Documentation
The FTC Safeguards Rule and IRS require a written data security plan. We help you build, implement, and maintain a WISP, with the risk assessments, workforce training logs, incident response plan, and evidence packages examiners and the IRS expect.
Workflow & Business Automation
Eliminate paper intake, automate client onboarding, engagement letters, and document requests, and integrate tax, accounting, and CRM systems using secure Microsoft Power Platform and SharePoint workflows.
Financial Organizations We Serve
- CPA & public accounting firms
- Bookkeeping & write-up services
- Tax preparation firms & enrolled agents
- Registered Investment Advisors (RIAs)
- Wealth management & financial planners
- Payroll & outsourced accounting providers
- Fractional CFO & controller firms
- Insurance & benefits agencies
- Trust, estate & fiduciary services
The Cost of Getting Financial IT Wrong
- $6.08M: Average cost of a financial-sector data breach (IBM, second-highest of any industry)
- $100,000+: Potential FTC Safeguards penalties, plus personal liability for officers and directors
- Loss of IRS e-file privileges: Data theft and non-compliance can suspend your ability to e-file
- 1 in 4: Financial firms targeted by ransomware in the past year
Don’t wait for a breach notification letter or a failed examination. Proactive IT is the most affordable IT.
Accounting & Financial IT Frequently Asked Questions
Can our staff run QuickBooks and Lacerte from home securely?
Yes. Our Virtual Desktops (DaaS) deliver a full cloud-hosted Windows desktop that runs QuickBooks, Lacerte, Drake, UltraTax, and more, accessible from any device, protected by MFA, encryption, and SOC 2-aligned data centers, and aligned to IRS Pub. 4557. It’s a complete desktop in the cloud, not just a VPN connection.
Can you help us comply with the FTC Safeguards Rule?
Yes. We deliver the risk assessments, security controls, and documented Written Information Security Program (WISP) the rule requires, and help you designate and support your Qualified Individual.
Do you help with a WISP for IRS Pub. 4557?
Absolutely. We build and maintain the written data security plan the IRS requires of every tax professional, mapped to the Pub. 4557 “Safeguarding Taxpayer Data” checklist.
Do you support our specific tax software?
We support all major tax and accounting platforms, including UltraTax, Lacerte, ProSeries, Drake, CCH Axcess, QuickBooks, and more, and maintain escalation relationships with leading vendors.
Can you keep us running through busy season?
Yes. With 24/7 monitoring, 15-minute response, and proven backup and recovery, we keep your firm online when filing deadlines can’t slip.
How quickly can you respond to an outage?
Critical issues are responded to within 15 minutes, 24/7/365. Deadlines can’t wait, and neither do we.
Do you work with solo practitioners or only large firms?
Both. From solo bookkeepers and single-shingle CPAs to multi-partner firms, we scale our services to fit your size and budget.
