IT Support for Accounting Firms

IT Support For Accounting Firms

San Diego Computer Consulting has extensive experience working with accounting firms. Our staff of 15 is well-versed in many accounting applications, third-party integrations, regulatory compliance, proactive support, and disaster recovery solutions.

Businesses’ data storage, whether cloud, server, or hybrid, all need top-tier security. San Diego Computer Consulting can help your firm stay ahead of the curve, making sure your network is locked down, secure, and backed up. No matter how your computing is done, San Diego Computer Consulting can come in and help advise you on a safe and secure network implementation plan to ensure that your company is protected from nefarious actors, ransomware, and cybercrime.

Accounting Application Support

Here at San Diego Computer Consulting we have been in business for over 25 years. We have worked with dozens of accounting firms and hundreds of accountants. This experience has given our staff a deep familiarity with different accounting and bookkeeping software. We are very familiar with QuickBooks Desktop and Cloud and how it interacts between server, client, single, and multi-user. We are experts in QuickBooks & Lacerte connectivity. Both these applications though simple, are very complex in their setup on a network. The client / server connectivity requires special attention and can often times be cumbersome when making it synchronize for all users. It is very important to get the initial setup correct to ensure all of your firm’s financial data is accurately recorded and stored.

We are experts in the setup & configuration of:

QuickBooks (All versions)
Lacerte (All Versions)

High Priority Service During Tax Season

Accounting firms need special attention during tax time. We know what a critical period this is for your firm and your accounting department. During that time there is a heightened need for your firm to have quick service when an issue arises. Because of the critical time requirements, during tax season, we prioritize service and have technicians available on standby to ensure our accounting clients are in the best of hands. We are able to do this by providing our customers with flexible monthly maintenance contract options that provide the optimal IT service plans at a reduced rate.

You can depend on SDCC to do our best to prioritize IT service for your practice. We always provide technical support as rapidly as possible to make sure there is no disruption to your business. We can easily work with vendors of any specialty machines to make certain they are operational and functioning properly. San Diego Computer Consulting creates individual IT service plans for each of our accounting clients emphasizing solutions that fit into the needs and budget for each firm.

Secure Clients Financial Data

Client data must be secure. No accounting office wants to ever inform their clients that their confidential financial data has been compromised. Making certain your firewall/router is secure and the use of protection services is critical. If you use a File Server, we enforce and monitor encryption on your drives. San Diego Computer Consulting® can help you encrypt your workstation data drives as well. Having encrypted hard drives makes sure that no data pulled from the drives is readable. Having your computers encrypted and your firewall actively running security services meets SOX, HIPPA compliancy and protects your patients.

If you use the cloud to store your data, we build a strong security apparatus around your data ensuring only authorized users can access it. We enforce Two-Factor Authentication on your logins, maintain up-to-date backups to restore any data loss, and run regular security audits to ensure your data and infrastructure remain top of the line to ward off any threats.

SAN DIEGO COMPUTER CONSULTING® CAN HELP WITH:

Firewall / Router security Implementations
Encryption of Workstation & Laptop computers
Encryption of Windows servers
Encryption of Email
Encryption of Backup
VPN Encrypted Tunnels Between Office Locations
Cloud backup solutions
Two-FActor Authentication
IT Security Audits

Learn More: Sophos Encryption

Secure Workstations and Laptops with Sophos Encryption

We understand that there are critical machines in the office that the practice relies on to provide scheduled services to clients. Those machines store sensitive financial and private client data on them. It is important that we encrypt each machine including all laptops to ensure that data is protected and cannot be removed. We use Sophos Encryption services to safeguard the hard drives on your workstations. Encrypting desktops and laptops at a firm is a key step to being compliant with all security audits. Protecting your client’s data from theft is always a top priority. Managing the encrypted set of keys is easily done through our suite of Sophos solutions. With our Sophos Encryption services, if one of your workstations is lost or stolen, no one can access the data on the hard drives without your private key.

Email Encryption for Client Communication

Secure email services are widely used in accounting firms and departments. Due to the confidential nature of financial data, certain email correspondence requires an added level of security. Our email encryption service provides both peace of mind and ensures regulatory compliance when handling client information. With the encryption email plugin, clients are required to log into an easy to use mail portal to access messages sent by your firm. San Diego Computer Consulting® provides the same secure email services for our accounting clients that many of our law firms and medical practices use. Using secure email gives your practice the ultimate in private email messaging. By using private email messaging, you can be assured your patients know that you are using technology to protect their private correspondence with you.

Learn More: Proofpoint Email Encryption

Secure Online/Offsite Backup Solutions

San Diego Computer Consulting® provides Online Backup Services. Our service provides premier enterprise-level backups for our customers. With our Online Backup Service, your data and database servers are all backed up via a secure, encrypted connection to our backup servers at our Business Internet Facility in Kearny Mesa. The Online Backup Service provides nightly backup and daily email status reports.

SECURE DATA EXPERTISE FOR ACCOUNTANTS

SDCC provides IT solutions that are secure! We can provide and tailor a solution that best fits the needs of your financial Firm. We help many financial service firms in San Diego to use technology to become efficient with ‘worry free’ solutions. Whether a large firm or a small mom-and-pop outfit, we can craft a service plan that directly addresses your needs while fitting into your budget.

Sharepoint Secure File Sharing Solution

On-site file Servers are quickly becoming a thing of the past. We recommend Microsoft SharePoint for file collaboration and sharing. With Sharepoint you can collaborate on documents, saved in the cloud via Microsoft Sharepoint. Sharepoint allows you to have your company files on the cloud and be able to access them anywhere. More importantly, you can work on files and collaborate so that timelines, projects, and other documents can be worked on at the same time. We can build out your Sharepoint to use Microsoft Teams allowing you to organize a workflow team and keep everyone on point. We keep your files secure by setting up Two-Factor Authentication for all of your staff, and actively managing your Sharepoint site access. These steps ensure that only the people you want, have access to your files. You may have heard of Microsoft OneDrive, that is another name for Sharepoint, they are the same thing! A great thing about Sharepoint / OneDrive is that they are included with your Microsoft 365 License.

Below is a video of how SharePoint looks using Teams.

Learn More: Work Collaboratively With SharePoint

Teams Connectivity & Messaging

Microsoft Teams collaboration software is designed to help your staff electronically group together to coordinate on projects, topics, online meetings, and other topic categories. Teams is much like Skype and Zoom. But instead of the chat being the primary focus of general conversation, Teams establishes the topic category as the primary focus.
By having the topic category be the primary focus, staff in your company can be grouped to work with other peers collaboratively via remote connection. The category becomes the focus of the group/team and then allows for everyone in the group to work back and forth to reach a goal.

Microsoft Teams is a powerful that comes free with your Micorosft 365 license. With Teams you can do video meetings, share screens, do group and direct messaging, and share files. Because Teams is a Microsoft product, it integrates seamlessly with the rest of the Microsoft 365 suite.

Learn More: Work Collaboratively With Teams

On-Site IT Support

A support package from San Diego Computer Consulting is tailored for your firm. We support businesses of all sizes. We design an IT Department package to custom-fit your business needs and budget. We work with you to secure your business network, email, server, and cloud access. We stay up to date on today’s emerging threats and can build a network to keep your data, both cloud and on-premise, secure.

San Diego Computer Consulting’s staff is eager and ready to help you on demand. We take computer, network & server problems seriously and understand the importance of being timely and accurate. We understand that your time is valuable and we strive to do our best to provide great customer service and fast reaction times for all our customer’s IT needs.

Our staff are ready to provide remote and onsite support and will always do our very best to resolve your issue as fast as possible. We do our very best to prioritize and respond to your needs as soon as possible in an accurate and professional manner. For projects, we create a detailed timeline and stick to it. For our support, we try to steer you away from a “break-fix” mentality and towards a proactive, long-term solutions-based approach.

Accounting