CPA Firm IT Support Memphis

IT Support That Understands Tax Season

Your accounting firm’s IT demands are not evenly distributed across the year. From January through April, every system failure is a crisis. When Lacerte slows to a crawl during peak filing, when your VPN drops for remote staff working 70-hour weeks, when a client emails W-2s to an unsecured inbox - you need IT support that understands the rhythm of an accounting practice, not a provider who treats tax season like any other quarter.

Netcosa supports CPA firms and accounting practices across the Memphis metro area, including Germantown, Collierville, and Bartlett. We know the software your firm runs, the compliance requirements that govern your operations, and the seasonal intensity that defines your business.

Compliance guidance below reflects IRS Publication 4557 and FTC Safeguards Rule requirements current as of 2026.

Accounting Practices We Support

Tax-Focused CPA Firms

Solo practitioners and multi-partner CPA firms focused on individual and business tax preparation. We deliver the IT reliability and performance your firm needs during filing season - and the security and compliance it needs year-round.

Full-Service Accounting Firms

Firms offering tax, audit, advisory, and bookkeeping services. We support the diverse software stack and workflow integration that full-service practices require, from tax preparation to client accounting platforms.

Multi-Office Accounting Groups

Growing firms with multiple office locations across the Memphis area. Centralized IT management, consistent security standards, and secure connectivity between offices so your staff can access client files from any location.

Why CPA Firms Choose Netcosa

What Tax Preparation Software Does Netcosa Support?

Your tax preparation software is the engine of your practice during filing season. We deliver hands-on support for the specific platforms accounting firms depend on:

• Lacerte (Intuit) - Performance optimization, database maintenance, e-file troubleshooting, and multi-user configuration for peak filing load
• Drake Tax - Server and workstation optimization, network license management, and GruntWorx integration support
• UltraTax CS (Thomson Reuters) - CS Professional Suite integration, Fixed Assets CS coordination, and update management
• CCH Axcess (Wolters Kluwer) - Cloud platform connectivity, browser optimization, and integration with CCH ProSystem fx
• QuickBooks / Sage - Multi-user hosting optimization, file integrity monitoring, and integration with tax platforms
• ProConnect Tax (Intuit) - Cloud-based workflow support, bandwidth optimization, and multi-monitor configuration

Does My CPA Firm Need a Written Information Security Plan (WISP)?

The IRS requires every tax preparer to maintain a Written Information Security Plan (WISP). This isn’t optional - it’s a legal requirement under IRS Publication 4557. Many CPA firms don’t have one, or their WISP hasn’t been updated in years:

• WISP creation tailored to your firm’s size, systems, and workflows
• Annual WISP review and updates as technology and regulations change
• Employee security training documentation required by the WISP
• Incident response procedures specific to client tax data
• Data disposal policies for sensitive returns and documents

A WISP that sits unread in a drawer is not a WISP the IRS will accept — the plan has to match how your firm actually stores, transmits, and disposes of client data.

For a step-by-step walkthrough of building your firm’s plan, see our IRS WISP requirements guide for Memphis CPA firms.

What Does the FTC Safeguards Rule Require of Accounting Firms?

The FTC Safeguards Rule, updated in 2023, imposes specific cybersecurity requirements on financial institutions - including tax preparers. Non-compliance creates enforcement risk:

• Designated Qualified Individual documentation
• Risk assessment covering all systems that handle client financial data
• Access controls, encryption, and multi-factor authentication implementation
• Continuous monitoring and vulnerability assessment program
• Annual penetration testing and vendor management

Our cybersecurity services cover the access controls, encryption, and continuous monitoring these Safeguards Rule requirements demand.

How Does Netcosa Support AICPA Professional Standards?

For CPA firms, AICPA professional standards increasingly reference technology controls and data security:

• SOC 2 readiness support for firms offering attestation services
• Peer review preparation with documented IT controls
• Client data segregation and access control policies

Do You Offer Extended Support During Tax Season?

From January 15 through April 15, your firm operates at maximum intensity. Netcosa provides priority support during tax season:

• Extended support hours matching your filing season schedule
• Priority escalation for tax software issues during peak periods
• Pre-season system health checks to identify problems before they become crises
• Performance optimization for multi-user tax software environments
• Rapid-response on-site support when remote resolution isn’t enough

Accounting Firm IT Services

Managed IT Services

• 24/7 system monitoring and alerting
• Remote and on-site help desk support
• Patch management and software updates coordinated around filing deadlines
• Vendor coordination with Intuit, Thomson Reuters, Wolters Kluwer, and other providers
• On-site support throughout the Memphis metro area

Review our managed IT services

Infrastructure & Security

• Secure office network design with segmentation and access controls
• Encrypted backup and tested disaster recovery for client data
• Server lifecycle management and replacement planning
• UPS and power protection for critical systems

Review our backup and disaster recovery services

Network & Connectivity

• Reliable office Wi-Fi with enterprise-grade security
• Multi-office VPN for secure connectivity between locations
• Secure remote access for tax season staff working from home
• 4G/5G failover for continuous access during filing deadlines

Email & Communication Security

• Secure email with encryption for client communications
• Email archiving for professional retention requirements
• Phishing prevention and impersonation protection
• Secure file sharing portals to replace unencrypted email attachments

Cloud & Microsoft 365

• SharePoint for secure document sharing and collaboration
• Teams for internal and client communication
• OneDrive with retention policies aligned to record requirements
• Azure cloud infrastructure when needed

Review our cloud services for accounting firms

Memphis CPA Firm IT Service Area

We provide on-site and remote IT support for accounting firms and CPA practices throughout the Memphis metro area:

• Memphis, TN
• Germantown, TN
• Collierville, TN
• Bartlett, TN
• Southaven, MS
• Olive Branch, MS
• West Memphis, AR

See how we support other professional services firms across the region, and learn about our managed IT services.

Get Your Tax Season IT Readiness Report

Before January 15 hits, find out where your firm’s systems will buckle under filing-season load - and whether your WISP would hold up under an IRS review. We’ll evaluate your current systems, identify security and regulatory gaps, and show you exactly how Netcosa can help - before tax season, not during it.

Get Your Tax Season IT Readiness Report