IT Services For CPAs & Financial Advisors
CPAs, bookkeepers, and financial advisors work under tight deadlines, manage highly sensitive client data, and depend on specialized applications to deliver services accurately. One failed update, lost file, or delayed response can throw off a tax season, an audit, or a critical financial review.
At Braintek, we provide IT services for accounting and financial services firms across Houston. We understand the platforms you use—QuickBooks, Thomson Reuters, Lacerte, Drake, and more—and we protect your systems with secure backups, data encryption, and responsive support that shows up when it counts.
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IT Pain Points We Solve for CPAs & Financial Advisors
System crashes and slowdowns during tax season
Unreliable IT support that doesn’t understand your tools
Security concerns around sensitive client and financial data
Lack of a long-term IT strategy
Inconsistent performance across locations or remote staff
Why CPAs and Financial Advisors Trust Braintek
💥 In-Person IT Support That Solves Problems Fast
Unlike many MSPs, we don't just remote in—we show up. We work onsite to solve problems quickly, listen to your concerns, and optimize your systems.
💥 Support for Tax, Accounting, and Financial Software
We support QuickBooks, UltraTax, Drake, Lacerte, ProSeries, and other industry-specific software to ensure your workflow stays uninterrupted and error-free.
💥 Cybersecurity for Financial Data
We implement multi-layered security protections to safeguard your client data, including encryption, endpoint protection, MFA, and secure backups—all aligned with financial compliance standards.
💥 Help Desk That Understands Your Business
When you call, we know who you are, what software you use, and what's at stake. No endless ticket queues. Just real help, from real people.
💥 Scalable IT That Supports Your Growth
From growing your team during tax season to opening a second office, our IT Success Plan ensures your systems scale with your firm's pace—not against it.
Our IT Services
Frequently Asked Questions About IT Services For CPAs & Financial Advisors
Do you support tax and accounting software like QuickBooks, Drake, and Lacerte?
Can you help us protect sensitive client data?
What happens if we have a critical system issue during tax season?
Do you support remote staff or multiple office locations?
How often do you back up our systems and data?
Do you help us stay compliant with regulatory frameworks?
Is your help desk familiar with financial industry needs?
Very much so. Our support staff works daily with CPAs, tax preparers, and financial advisors. We understand how important uptime and accuracy are, especially during filing seasons, and we tailor our support to keep your systems secure and available.
