Keep your technology ready for the work of tax season.
Bring your application list, busiest workflows and client-data requirements. We can scope infrastructure, access and recovery around the way your firm works.
The problems we're built to solve.
PCI scope grows quietly
Identify where payment data enters, travels and is stored. Confirm the applicable scope and responsibilities with your payment providers and qualified advisers.
Tax-season spikes
Use your measured busy-season demand to plan capacity, testing and costs before client deadlines approach.
Record retention
Define retention and disposal requirements by record type with your advisers, then plan storage, access and recovery accordingly.
Document confidentiality
Client tax returns, W-2s, 1099s — leaked client documents have ended firms. Encryption alone isn't a strategy.
State and federal overlap
California, Massachusetts, and New York each have their own rules. Compliance has to compose, not contradict.
Quickbooks lifecycle
Check application versions, vendor support and permitted hosting models before choosing an architecture or migration window.
What to agree upfront.
What to scope for your environment.
Define the operational foundation with your team: access, monitoring, recovery, data boundaries and any required agreements.
Quickbooks / Lacerte / ProSeries hosting
Review the vendor's licensing, hosting permissions and integration requirements for your exact application versions before confirming compatibility.
PCI-aware network segmentation
Scope network separation, access controls and evidence requirements for any payment-data environment with the responsible parties.
Seasonal capacity planning
Agree peak-demand assumptions, capacity changes, test windows and commercial terms before a busy period.
Encrypted document storage
Review encryption, key ownership, retention, retrieval and disposal requirements for your client documents.
Secure client portal
Scope document intake, user access, logging and integrations. Confirm data handling and security controls before accepting client records.
Support and escalation
Agree support hours, monitoring scope, escalation contacts and response commitments for your engagement.
Starting points, not surprises.
Discuss scope and dependencies with our team. Confirm current pricing and inclusions in a written proposal.
- 1-10 users
- Quickbooks hosting
- Client portal
- Daily backups
- Tax-season scaling included
- 11-50 users
- PCI-aware segmentation
- Lacerte/ProSeries multi-user
- BYOK encryption
- Dedicated CSM during peak
- 50+ users
- Security requirements review
- Real-time data integrations
- Customer-held keys
- Quarterly compliance review
Common questions, answered.
No PCI certification or attestation is established by this page. Define your payment-data scope, required evidence and each party's responsibilities before agreeing an engagement.
Share your exact product, version, licensing and integrations. Hosting suitability and vendor permission must be confirmed before we propose a migration.
We can discuss a capacity plan based on your measured demand. Scaling dates, availability and pricing must be agreed for your engagement.
Confirm the storage, processing, backup and integration locations in your proposed design. The website does not establish a residency guarantee for a particular workload.
Walk into January knowing your numbers.
Discuss your busiest workflows, application dependencies and recovery priorities. Agree the scope, capacity and costs before making a hosting decision.
Financial workflow planning
Illustrative discovery map; payment and client-data requirements depend on the proposed scope.
- -> Map client document submission and authorized staff access.
- -> Identify payment-provider boundaries before selecting an integration.
- -> Define evidence access and permitted record exports.
PCI-DSS planning questions.
Payment card data. 8 questions. Your answers stay in your browser. This discussion aid does not establish compliance or replace a qualified assessment.