Small Business IT Management For
Financial Services
Synaxa delivers managed IT that speaks your language – CCH Axcess to UltraTax CS, QuickBooks Online to Xero, SmartVault to Suralink – so your team can focus on clients, not computers.
Tired Of The Same Old Problems?
For small tax, bookkeeping, CPA, and planning firms, these are the everyday IT headaches that slow you down and put filing deadlines at risk.
- Deadline Downtime. Workstations or tax apps freeze right before e-file cutoffs.
- Messy tech stack. Quickbooks files in five places, duplicates in SmartVault, "who has the latest version" chaos.
- Security anxiety. Threats of phishing, email compromises, and ransomware targeting your client data and wire instructions.
- Compliance pressure. IRS Pub. 4557, FTC Safeguards Rule, and state CPA board expectations piling up without an internal IT team.
- Seasonal surge. Extra preparers need laptops, MFA, and secure remote access - yesterday.
- Vendor finger-pointing. Tax software, scanners, printers, and phones blame each other while you lose hours.
Synaxa helps by owning the whole problem so issues are resolved fast and for good. Whether it’s hardware or software, physical or virtual, we’ve got you covered.
Have Questions?
Don’t wait until the next outage or missed deadline exposes your IT gaps. Contact Synaxa now to speak with an expert and see how to keep clients, data, and billable hours safe.
Here's what our clients say.
Local accountants trust Synaxa because we never outsource their support to offshore call centers. When you call, it’s us – and if needed, we can be at your office to shake your hand the same day.
What We Manage
Your tools, files, and devices shouldn’t be a maze of outages, slowdowns, and security worries. We take full ownership of your technology stack so it stays stable, secure, compliant, and ready for peak season.
Core apps and data
- CCH Axcess, UltraTax CS & Practice CS, Lacerte/ProConnect Tax, Drake Tax, CaseWare, Canopy, Karbon, Jetpack Workflow.
- QuickBooks, Xero, Sage Intacct, Bill.com, Expensify
- SmartVault, ShareFile, Suralink, RightSignature / Docusign
- Microsoft 365 (Exchange, Teams, OneDrive, SharePoint), Google Workspace.
Security and compliance
- Mult-factor authentication (MFA), conditional access, and device compliance
- Email protection, scanning, and filtering
- Workstation security, encryption, patching, and scanning
- Real-time threat monitoring, detection, and response
- Immutable cloud-based backups with regular testing
- Written Information Security Plan (WISP) aligned to IRS Pub. 4557 and FTC safeguards
- Auditable email retention/archiving, access logs, and quarterly reports
Networks, devices, and scanners
- Secure Wi-Fi with guest isolation, VPN for remote staff, QoS for VoIP
- Setup and support for scanners and scan-to-PDF profiles compatible with your tools
- Printer driver support so your documents print right the first time
Business continuity
- Recovery Point Objective/Recovery Time Objective targets you can rely on to keep you safe in the event of a failure, with restoration in hours, not days
- Backup testing at regular intervals and before critical deadlines and tax season, so there's no questions during crunch time
With Synaxa, your firm isn’t just protected, it’s positioned to serve clients with confidence all year long.
How It Works
Assess
Assess, inventory, and document your environment - apps, data locations, risks, and bottlenecks
Stabilize
In the first 30 days, we stabilize your systems and close the most critical gaps to control risk
Secure
We build and enforce security policies, harden devices, and provide training to minimize threats
Operate
Proactive monitoring and maintenance keeps you online and running smoothly with no down time
Support
Help desk support keeps you working while quarterly business reviews help you plan ahead
Frequently Asked Questions
Can you support hosted tax apps?
Yes. We support hosted tax applications. We also coordinate changes with the host, so you don’t have to.
We hire seasonal preparers. Can you onboard them quickly?
Yes. We can provide pre-imaged laptops, enforce MFA, and use just-in-time access controls that turn off automatically after tax season ends.
Do you work with Mac and Windows?
Yes. We standardize policies for both Mac and Windows workstations and make sure they pass the same compliance checks.
Will you talk to our software vendors?
Absolutely – we open tickets, share logs/screenshots, attend troubleshooting calls, and drive towards issue resolution directly with software vendors.
Have Questions?
Don’t wait until the next outage or missed deadline exposes your IT gaps. Contact Synaxa now to speak with an expert and see how to keep clients, data, and billable hours safe.
Synaxa delivers measurable business value
Contact Synaxa today to get started.