Accounting & CPA Firms
IT That Keeps Your Firm
Compliant and Fast.
Tax Software. Secure Client Portals. PIPEDA & CRA-Ready Infrastructure.
Accounting firms carry sensitive financial data, operate under strict compliance requirements, and face one brutal annual deadline. Your IT needs to be designed around all three — not just the day-to-day.
Industry Expertise
Tax season reliability starts with the right IT foundation.
We've supported accounting firms through enough tax seasons to know where the failures happen: software that hasn't been updated before the March rush, backups that haven't been tested in months, and client data stored in ways that wouldn't survive a PIPEDA review. Our accounting firm clients run on infrastructure that's been built and hardened specifically for their environment — not adapted from a generic MSP template.
99.9%
Uptime SLA
Tax Season
Capacity planned
PIPEDA
Compliance ready
20+
Years IT leadership
Challenges We Solve
The IT problems accounting firms face every year.
The Problem
“Our tax software crashes every year in March when we need it most”
Our Solution
Scalable cloud infrastructure with peak-season capacity planning and proactive monitoring — systems scale up before tax season, not after they break.
The Problem
“We're not sure if our client data storage meets CRA and PIPEDA requirements”
Our Solution
CRA-compliant data retention policies, PIPEDA privacy controls, encrypted storage, and audit-ready documentation reviewed annually.
The Problem
“Every time we update QuickBooks or Taxprep, something else stops working”
Our Solution
Managed software lifecycle — updates are tested in a staging environment before deployment, and integrations are verified before any changes go live.
What Changes
What it looks like when your firm's IT is actually working.
Peak Season Reliability
Cloud infrastructure that scales before tax season. No crashes, no slowdowns, no cancelled client appointments because the system went down.
PIPEDA & CRA Compliance
Proper data retention, access controls, and privacy policies that hold up under a regulator or professional liability review.
Software Integration
Tax software, practice management, and accounting platforms that talk to each other — no manual re-entry, no data silos between systems.
Secure Client Portals
Encrypted document exchange with clients — no sensitive SINs or financial records going back and forth through email.
Your next CRA review or PIPEDA audit shouldn't be the first time you find out your IT is non-compliant.
Book Free AssessmentWhat's Included
Everything under one roof.
IT, security, backups, software support, and compliance — managed by one team that understands the accounting environment.
What Changes
What your firm looks like when IT is this handled.
Client result
“We had our first CRA compliance review since moving to ETG. The reviewer asked about our data retention policies and access controls — we had documentation for everything. ETG had set it all up in the first month. We went in ready, and it showed.”
Managing Partner · CPA Firm · ETG client since 2021
The Case for Accounting-Specific IT
What managed IT actually means for your accounting practice.
Most IT problems in accounting firms are predictable. They happen in March when load spikes and aging infrastructure can't keep up. They happen when a software update breaks an integration that nobody knew existed. They happen when a staff member leaves and their credentials stay active for months. None of these failures are inevitable — they're the result of IT that was set up reactively rather than designed for the specific demands of an accounting practice.
The compliance picture for Ontario accounting firms is more complex than most realize. CRA has specific requirements for electronic record retention — seven years, with tamper-evident storage for certain document types. PIPEDA governs how you collect, store, and disclose client personal information including SINs and financial records. Professional liability standards set expectations for data security that go beyond what most general MSPs think about. We build accounting firm IT environments around these requirements from day one, so compliance is baked in — not bolted on when an audit arrives.
The software integration question is one we hear constantly. Taxprep, ProFile, TaxCycle, QuickBooks, Sage, CaseWare, ShareFile — most accounting firms are running five or more platforms, and each integration is a potential failure point. We manage the full software lifecycle: updates tested in staging, integrations verified before deployment, and a rollback plan in place before anything touches production. The goal is a firm where software changes happen without drama, and tax season arrives on a stable, well-tested platform.
“The firms that struggle in tax season usually have the same problem: IT that was set up for average load, not for March. That's a planning failure, not a technology failure.”
Evolved Technology Group
Ready to make your firm's IT tax-season proof?
Book a free IT assessment. We'll review your current infrastructure, identify compliance gaps, and show you exactly what a properly designed accounting firm IT environment looks like.