IT Support That Keeps Your CPA Firm Working
Your accountants have client work to finish and deadlines to meet. They need dependable access to their applications, email, and documents, and a clear place to turn when something goes wrong.
DTX IT Solutions helps CPA and accounting firms in Dallas-Fort Worth, Houston, and Corpus Christi manage their technology, strengthen security, and keep their people productive.
For tax, bookkeeping, audit, and advisory practices with 10-50 employees and larger teams.
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Does This Sound Like Your Firm?
You have IT support. But technology still takes more of your attention than it should.
An employee cannot access a document, and the question ends up on your desk.
Working from home takes more troubleshooting than it ought to.
New hires wait for access, while you wonder whether former employees’ accounts have been closed.
Your team uses Microsoft 365, but you are unsure whether its sharing and security settings fit your firm.
You receive backup reports, but want evidence that your files can actually be restored.
You have a written information security plan that needs to keep pace with changes in your business.
A problem after hours leaves you wondering who is available to help.
These are practical problems that deserve clear answers, assigned responsibilities, and follow-through.
Give Your Team the Technology Support It Needs
Put Microsoft 365 to Work for Your Firm
Email, calendars, Teams, SharePoint, and OneDrive can play an important part in how your people work together.
DTX brings deep knowledge of Microsoft 365 to help you manage access, organize collaboration, and use its security capabilities appropriately. The goal is straightforward: help employees reach what they need while keeping control over who can see and share firm information.
Support Secure Work Away From the Office
Whether your staff works from home, travels to a client, or needs an alternative when the office is unavailable, access should be planned ahead.
We help establish secure remote access so employees can use the resources they need from approved locations and devices.
Keep Employee Access Under Control
People join your firm, change responsibilities, and leave. Their access needs to change with them.
DTX helps manage employee accounts and permissions so access reflects each person’s role, including setting up new employees and removing access when employment ends.
Strengthen Protection Around Client Information
Your firm holds information that clients expect you to handle carefully.
Our cybersecurity services include threat monitoring, vulnerability management, and employee training. We help identify suspicious activity, address security weaknesses, and prepare employees to recognize common threats.
Test Your Ability to Restore Data
A successful backup report answers one question. A restoration test helps answer another: can the information be brought back and used?
DTX performs backup restoration tests to check that backed-up data can be recovered. Those results help inform recovery planning and identify issues that need attention.
Keep Your Security Plan Useful
A written information security plan should reflect how your firm actually operates.
We help prepare and maintain that plan so it stays connected to your systems, safeguards, and assigned responsibilities as your firm changes.
Support Beyond the Regular Workday
Accounting deadlines can require work after the office has closed.
DTX has staff on call after hours, at night, and on weekends. We also provide a guaranteed emergency response time of one hour or less, subject to the terms of your service agreement.
During your introductory call, we can discuss your working hours, deadline periods, and support requirements.
Changing IT Providers Starts With a Clear Plan
You should understand how a transition will work before it begins. DTX coordinates the process and handles the technical work, with clear requests when we need your approval or information.
1
Plan the Transition
We review the services being transferred, develop the transition plan, and communicate with your current IT provider to coordinate the handover.
2
Prepare Before the Change
We pre-stage onboarding and coordinate a transition period with your current provider. This gives us time to arrange access and prepare the services being moved.
3
Move Services and Verify
We migrate the agreed services and check that they are working as expected. DTX manages the process so your team can stay focused on running the firm.
Start With a Conversation About Your Firm
Tell us where technology is slowing your team down, what concerns you about security, and what you want from your IT provider.
We will discuss your current setup, explain how DTX may be able to help, and determine whether there is a good fit.
Serving CPA and accounting firms across Dallas-Fort Worth, Houston, and Corpus Christi.
