From remote IT support in Orange County to full business IT support services, we make technology simple, secure, and cost-effective.
CPA firms in Orange County face intense technology demands that spike to crisis levels during tax season. When your tax preparation software crashes with 100 returns waiting, when client portals fail during busy season, when QuickBooks corrupts a multi-entity file, you don't just lose productivity—you miss filing deadlines, damage client relationships, and risk malpractice claims. Your technology infrastructure needs to handle the extreme workload surge from January through April while remaining secure and compliant year-round.
BurgiTech delivers specialized IT support for CPA firms throughout Orange County who demand technology that performs flawlessly under pressure. We understand that your IT requirements spike seasonally and that downtime during busy season is absolutely unacceptable. Our team supports Lacerte, UltraTax, Drake, ProSeries, QuickBooks, Sage, CCH, Thomson Reuters, and every major accounting platform your firm depends on. We maintain 100% client retention because we treat your uptime as client service—because that's exactly what it is.
Accounting firms face unique technology challenges that generic IT providers don't understand. The AICPA reports that CPA firms are increasingly targeted by cybercriminals seeking client tax returns, financial data, and banking credentials. The average cost of a data breach for financial services reached $5.9 million in 2023, second only to healthcare.
Beyond security threats, accounting firms require IT partners who understand the specific technologies you use daily:
Our average helpdesk resolution time is 17 minutes. When tax software freezes with a client deadline today, when QuickBooks won't open during month-end close, when your document portal fails and clients can't access their returns—17 minutes is the difference between crisis and continuity. We answer our phones 24/7/365 because April 15th doesn't care about business hours.
Tax season transforms your technology infrastructure from normal operations to maximum load. Workstations running multiple tax returns simultaneously, servers processing e-file batches, networks transferring gigabytes of scanned documents, printers running continuously for days—every component operates at the edge of capacity from January through April.
We provide tax season-ready IT infrastructure including:
We proactively prepare your infrastructure before tax season starts. That means testing all systems in December, confirming backup procedures, verifying e-file connectivity, and ensuring every workstation performs optimally before the January rush hits. When you're slammed with client work, you don't have time for IT emergencies.
CPA firms handling tax return preparation must comply with IRS Publication 4557, which mandates a Written Information Security Plan (WISP) and specific safeguards for protecting client data. The IRS requires tax preparers to implement administrative, technical, and physical safeguards against unauthorized access to or disclosure of taxpayer information. Failure to comply can result in fines, penalties, and loss of e-file privileges.
BurgiTech provides IT compliance services specifically designed to meet IRS requirements:
Our compliance documentation provides the evidence you need during IRS examinations, professional liability reviews, and client due diligence requests. When clients ask about your data security practices, when your malpractice carrier requires proof of safeguards, when the IRS questions your security controls—you'll have professional documentation ready.
Many CPA firms serving larger clients, venture-backed companies, or publicly-traded entities face requests for SOC 2 compliance or security questionnaires. Your clients' auditors want assurance that their financial data is properly protected when you handle their accounting, tax, or audit work.
We help CPA firms meet these requirements with:
While we're not SOC 2 auditors, we implement and maintain the technical infrastructure that passes SOC 2 examinations and satisfies client audit requirements.
Accounting firms are prime targets for business email compromise, ransomware, and credential theft. The AICPA warns that cybercriminals specifically target CPA firms during tax season, knowing that firms are overwhelmed and more likely to fall for phishing attempts or pay ransoms to avoid disrupting client deadlines.
Our cybersecurity services for CPA firms include:
We provide every CPA firm client with a complimentary cybersecurity risk assessment worth $1,500. This comprehensive evaluation identifies vulnerabilities in your current security posture with a detailed report showing exactly where you're exposed. Call (949) 381-1010 to schedule yours.
Your clients depend on QuickBooks, Sage, Xero, and other accounting platforms for their daily operations. When they call with software problems, when their files won't open, when they need help with payroll processing or bank reconciliation—they call you. And when you can't solve their technical issues, you call us.
We provide expert support for all major accounting platforms:
We understand that when a client's accounting system is down, they're calling you constantly for status updates. We prioritize client accounting issues to get them resolved quickly so you can focus on professional services instead of technical support.
Modern accounting practices require secure methods for exchanging tax returns, financial statements, and confidential documents with clients. Email is insecure and non-compliant. Encrypted client portals are now standard practice for any firm serious about data protection and professional liability management.
We implement and support secure client portals including:
Our portal implementations include client training materials, staff workflow documentation, and branded communication templates that make client adoption seamless. We configure retention policies, access controls, and audit logging that meet compliance requirements while providing the convenient access clients expect.
The accounting industry has shifted dramatically toward cloud-based infrastructure and remote work. The AICPA's 2023 CPA Firm Top Issues Survey found that remote work and technology remain top concerns for firms of all sizes. Your technology needs to support accountants working from home during busy season, partner access from anywhere, and secure collaboration with clients regardless of location.
Our cloud solutions for CPA firms provide:
We design cloud architectures that balance accessibility with security and compliance, ensuring your team can work productively from anywhere while meeting IRS security requirements and professional standards.
Most CPA firms lack dedicated IT leadership to make strategic technology decisions aligned with practice goals. Our virtual CIO services provide the strategic guidance you need without hiring a full-time IT director.
We help CPA firms with:
Most IT companies lock CPA firms into multi-year contracts with hidden fees and scope restrictions. We don't. BurgiTech operates on month-to-month agreements with transparent, flat-rate pricing. You stay because we're excellent, not because you're trapped in a contract.
Our 100% happiness guarantee means exactly that: if you're not completely satisfied, there's no penalty to leave. We've maintained 100% client retention not through legal leverage but through exceptional service that makes you want to stay.
No hidden fees. No surprise charges for after-hours support during busy season. No scope creep billing where every little request triggers an invoice. We quote a monthly rate that covers everything your firm needs, and that's what you pay.
Our client satisfaction score is 4.91 out of 5.0, and we maintain a perfect 5.0 rating on Google from 60+ verified reviews. We earn those ratings by treating your technology as critical to client service—because it is.
Yes. We proactively prepare for tax season by testing all systems before January, optimizing server and workstation performance, verifying backup procedures, and establishing dedicated support channels for critical issues. We understand that downtime during busy season is catastrophic, so we engineer infrastructure for peak load and provide priority support when you need it most.
Yes. We support all major tax preparation platforms including Lacerte, UltraTax CS, Drake, ProSeries, TaxAct, and ATX. We support accounting software including QuickBooks Desktop and Online, Sage 50 and Intacct, Xero, and FreshBooks. We support engagement and audit tools including CCH ProSystem fx, Thomson Reuters CS, and CaseWare. If you're using specialty software, we'll learn it to support your firm properly.
We develop comprehensive Written Information Security Plans that meet IRS Publication 4557 requirements and Gramm-Leach-Bliley Act standards. We implement the technical, administrative, and physical safeguards required by law, document everything properly, and conduct annual security reviews. Our compliance services provide the documentation you need during IRS examinations and professional liability reviews.
Our cybersecurity services are designed to prevent ransomware before it encrypts your data. However, if an attack occurs, we have verified backup and recovery procedures that restore your systems without paying ransom. We maintain immutable backups specifically to ensure tax season ransomware doesn't destroy thousands of client returns. Our disaster recovery procedures are tested regularly, not theoretical.
Yes. We specialize in cloud migration for accounting firms, moving tax preparation, accounting, practice management, and document management to secure cloud platforms. We handle data migration, application configuration, security implementation, staff training, and cutover planning to ensure zero disruption during busy season and no lost data.
Absolutely. We provide 24/7/365 support because tax deadlines don't respect business hours. When you're working late on April 15th and need immediate support, when software crashes during weekend tax prep, when a client emergency requires Sunday work—we're available. That's included in your monthly rate, not billed separately as emergency service.
We answer our phones 24/7/365 with an average response time of 17 minutes. For critical systems affecting tax filing deadlines, client deliverables, or busy season workflow, we prioritize immediately and typically have a technician actively troubleshooting within minutes. We understand that when your tax software or accounting systems go down during busy season, every minute of downtime costs you money and damages client relationships.
Ready to work with an IT partner that understands accounting firm technology and compliance requirements? Call BurgiTech at (949) 381-1010 or contact us for your complimentary cybersecurity risk assessment worth $1,500. Let's ensure your technology supports exceptional client service instead of creating stress and risk during your busiest season.