IT Services for Accounting & Finance Firms
Accounting and finance firms run on two things that cannot fail at once: client trust and filing deadlines. A ransomware event two weeks before a tax deadline or a compliance gap found mid-audit does not just cost time, it puts client relationships and regulatory standing on the line. PTG builds IT for accounting and finance firms around that pressure.
What accounting and finance clients are actually up against
Generic MSPs treat a CPA firm’s network the same as any small office, with no real understanding of NY DFS Part 500 obligations, deadline-driven operations, or what a single day of downtime costs during filing season. Common shortcomings include:
Compliance
Direct support for NY DFS Part 500 compliance.
For firms handling covered entities, PTG provides risk assessments, documented security controls, and coordination with your compliance counsel where formal attestation is required. This is compliance work you can point to during an audit, not a vague promise to "follow industry regulations."
Client Data Security
Encrypted, auditable client portals replace insecure email attachments.
Client financial data moves through channels built for confidentiality and access control, with an audit trail behind every exchange. No more sensitive documents sitting in an inbox.
Security Stack & Response Time
Response measured in minutes, prioritized around your deadlines.
Huntress MDR for endpoint detection, Threatlocker for application control, Veeam for backup, and Barracuda for email and network security, the same stack across your firm. Active incidents get priority response during filing and audit season, when downtime costs the most.
The Strategic IT Plan Roadmap
A comprehensive guide helping small to mid-sized businesses transform IT from a reactive cost center into a strategic advantage through proper planning, vendor selection, and infrastructure decisions.
