Skip to content
Finance & tax

PCI-aware private cloud for tax and accounting firms.

Dedicated tenancy for Quickbooks Enterprise, Lacerte, ProSeries, and custom finance stacks. Seasonal scaling for tax season. IRS-friendly retention.

Encrypted fiber network connecting finance workloads
Built for
Tax practices, accounting firms, and fintechs
Why this exists

The problems we're built to solve.

PCI scope grows quietly

One credit card field on a portal and your entire stack is in PCI scope. Most MSPs don't catch this until the QSA does.

Tax-season spikes

Q1 traffic is 8-15x baseline. Public-cloud auto-scaling helps; the bill at the end of April doesn't.

IRS retention windows

Seven years for most records, ten for some, indefinite for others. Cheap deep-archive that's actually retrievable is rare.

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

Intuit changes terms every couple of years. Hosting on a partner that owns the stack means you don't have to re-architect every cycle.

Outcomes

What customers measure.

8-15×
Tax-season elastic capacity
7+ yrs
Audit-grade retention
PCI
Aware controls by default
BYOK
Customer-held keys
Capabilities

What you get on day one.

Every engagement ships with the operational foundation — encryption, audit logging, monitoring, BAA / DPA — already in place.

Quickbooks / Lacerte / ProSeries hosting

Multi-user hosted application environments with concurrent-user licensing. Persistent or non-persistent profiles.

PCI-aware network segmentation

Cardholder data environment separated by VLAN + microsegmentation. Quarterly external scans available.

Tax-season auto-scale

Pre-warmed capacity Jan-April. Goes back to baseline May 1. You pay for what you use, not the peak.

Encrypted document storage

Multi-tier storage with BYOK / HSM-backed keys. 7+ year retention with low retrieval cost.

Secure client portal

Branded portal for clients to upload W-2s, 1099s, receipts. End-to-end encrypted, audit-logged.

24/7 AI-operated NOC

Tax-season-aware monitoring. Senior engineers on call during peak windows, with response SLAs that match your client commitments.

Our March-to-April compute costs dropped 62% the first season we moved off AWS. The Ultiblob hosting fee is the same in February and April — which is what we wanted in the first place.
Managing partner, 14-person tax practice (referenceable under NDA)
Pricing snapshot

Starting points, not surprises.

Real numbers for typical engagements. The estimator returns yours in 30 seconds.

Solo / small firm
$590 / mo
+ $3,800 build
  • 1-10 users
  • Quickbooks hosting
  • Client portal
  • Daily backups
  • Tax-season scaling included
Multi-partner firm
$1,890 / mo
+ from $9,800 build
  • 11-50 users
  • PCI-aware segmentation
  • Lacerte/ProSeries multi-user
  • BYOK encryption
  • Dedicated CSM during peak
Fintech / advisory
Custom
scoped per engagement
  • 50+ users
  • SOC 2 evidence on tap
  • Real-time data integrations
  • Customer-held keys
  • Quarterly compliance review
FAQ

Common questions.

Is your platform PCI-compliant?
We provide PCI-aware controls and infrastructure. Full PCI compliance involves your applications and procedures too — we partner with your QSA on the application side, and own the infrastructure controls end-to-end.
Can you host my existing Quickbooks setup?
Almost certainly. We host Quickbooks Desktop Enterprise, Quickbooks Pro, Lacerte, ProSeries, Drake, ATX, and custom integrations today.
What happens during tax season?
Capacity pre-warms January 15. Goes back to baseline May 1. You're not paying for peak capacity year-round.
Where is data stored?
DeSoto, TX or Flint, MI — your choice, with geo-resilient pair available. Never crosses into a public cloud or out of the US.
Get started

Built for tax practices, accounting firms, and fintechs. Live this week.

Run the estimator for a real number, or book a 15-minute scoping call with a specialist.