IT Support Built for CPA Firms — Not Just Any Business

Yes — managed IT services for CPA firms across the Piedmont Triad is one of our core specialties. We serve accounting practices in Greensboro, High Point, Winston-Salem, Kernersville, and Asheboro. Our team is based in High Point, roughly 20 minutes from downtown Greensboro, and we provide same-day on-site support when needed. We've been supporting CPA firms in the Triad since 2003.

We support the full range of professional tax software used by CPA firms in the Triad — including ProSeries, Drake, CCH Axcess, UltraTax CS, and Lacerte. We configure and manage the servers these applications run on, handle updates, troubleshoot performance issues, and make sure your environment is spec'd correctly before tax season starts. If it breaks in April, we fix it fast.

The FTC Safeguards Rule requires CPA firms to implement a written information security program covering access controls, encryption, multi-factor authentication, employee training, and incident response. We help accounting firms in the Triad meet every technical requirement — implementing MFA, encrypting data at rest and in transit, managing access controls, conducting security awareness training, and documenting your security posture for compliance purposes. We'll tell you exactly where your gaps are and close them.

CPA firms are high-value ransomware targets because of the financial records, Social Security numbers, and tax data they hold for hundreds of clients. At minimum, your firm needs enterprise-grade endpoint protection, email filtering, multi-factor authentication on all systems, encrypted backups tested regularly, and a 24/7 Security Operations Center monitoring for threats. We've maintained a zero-breach record across all managed clients since 2018 — and we deploy the same layered security stack for every CPA firm we support.

Tax season is our busiest time too — because we prioritize CPA firm tickets during January through April. We pre-check server performance, backup integrity, and tax software configurations before filing season starts so problems get caught before they cost you billable time. If something breaks during tax season, it goes to the front of the queue. Same-day response, often within the hour. We've been doing this long enough to know what breaks during April — and we prevent it.

Yes — every Trinity Solutions client is month-to-month. No 2–3 year lock-ins, no cancellation penalties. We've found that CPA firms appreciate this especially because your IT needs shift significantly between filing season and off-season. We earn your business every month by showing up, responding fast, and fixing things right. Our long-term client retention rate tells you how that works out — most of our CPA firm clients have been with us for 5, 10, or 15+ years.

We treat client data confidentiality as a core requirement, not an afterthought. Our security stack includes encrypted data storage, access controls limiting who can reach sensitive files, MFA on all remote access points, email filtering to block phishing attempts targeting your staff, and 24/7 SOC monitoring for unusual activity. We also conduct regular security awareness training so your staff knows how to recognize social engineering attempts — which is how most CPA firm breaches actually start.

Managed IT services for CPA firms in the Triad typically run between $100 and $300 per user per month depending on firm size and what's included. For a 10-person accounting practice, that might be $1,000–$2,500 per month for complete IT coverage including help desk, monitoring, security, and backups. We build custom plans based on your firm's actual needs — you don't pay for capacity you don't use. And with month-to-month contracts, there's no risk in getting started.