IT Support for Accounting Firms & CPAs in West Palm Beach

IT Support Firm for West Palm Beach Businesses, From a Local Team

Simplitfy has supported West Palm Beach and Palm Beach County businesses since 2014. As the county seat and the business center of Palm Beach County, West Palm Beach has a high concentration of firms handling sensitive client data.

On-site coverage

A short drive from our Lake Worth Beach office, so on-site visits are routine

Who we help

Law firms, financial and wealth management offices, healthcare practices, nonprofits and professional services

How it's priced

One flat monthly rate per user, with unlimited remote support

What's Included With Managed IT & Help Desk

Built Around Tax Season

For accounting firms, the busiest months are the worst time for technology to fail. And with Social Security numbers, bank details and tax returns on every system, security isn’t optional.

What We Support

Tax and accounting applications on local servers or cloud hosting, coordinated with vendors
Secure client file exchange through portals, encrypted email and controlled sharing
Multi-factor authentication on every account, including tax software where supported
Backups sized for how long your firm can be down during deadlines
Remote access for seasonal staff and partners working from home

FTC Safeguards Rule

Tax preparers and CPA firms are generally covered by the FTC Safeguards Rule, which requires an information security program. We implement and document technical safeguards such as encryption, access controls, multi-factor authentication and monitoring. Your firm remains responsible for the overall program, and we work with your advisors. See cybersecurity compliance.

Pre-Season Checkup

Before tax season, we review updates, licensing, backups and capacity so your team can focus on clients.

The Technical Side

Typical setup for a CPA firm: MFA on Microsoft 365, tax software and remote access; encrypted laptops; EDR with 24/7 SOC monitoring; secure client portals or encrypted email for document exchange; image-based server backups plus cloud backup of Microsoft 365; role-based access to client folders; and a documented written information security plan (WISP) supported by technical controls.

Talk to a Local Team

Simplitfy has supported West Palm Beach businesses from our Lake Worth Beach office since 2014. Book a free 30-minute consultation or call 561-425-6100.

IT Support Firm in West Palm Beach: Common Questions

Do you support tax and accounting software?

Yes. We support the computers, servers, cloud hosting and network your tax and accounting applications run on, and coordinate with software vendors.

What is the FTC Safeguards Rule?

A federal rule requiring many financial businesses, including tax preparers and CPA firms, to maintain an information security program. We help implement and document the technical safeguards.

How do we share files securely with clients?

Through secure client portals, encrypted email and controlled sharing in Microsoft 365, instead of regular email attachments.

Can you help us prepare for tax season?

Yes. We review systems, updates and backups ahead of the busy season to reduce surprises.

Does the IRS require security for tax preparers?

Yes. IRS Publication 4557 and the FTC Safeguards Rule expect tax professionals to protect client data with a written security plan and safeguards such as multi-factor authentication, encryption and access controls.

Can our staff work remotely during tax season?

Yes. We set up secure remote access with multi-factor authentication so staff and partners can work from home without exposing client data.

IT Support Firm West Palm Beach