Managed IT Services For Tax Firms & Professionals
Running a tax preparation business means constantly dealing with complex data, shifting regulations, and tight deadlines—often across multiple systems.
At Sigma Tax Pro, we help you develop a secure and reliable IT environment so your business can run smoothly. Our managed IT services for tax firms streamline your entire operation, supporting your critical software needs and making tax season more efficient and less stressful.
Our Managed Services packages are comprehensive, and for Pro, Pro Plus, and Platinum customers they include line-of-business software, email, backup/cloud storage, Microsoft Office, and virtual servers, among other key items. Partnering with us across these IT services enables accounting firms to eliminate the cost and complication of maintaining an in-house IT department.
Access Your Tax Office From Any Device, Anywhere In The World
Imagine having full access to your tax office from any device, anywhere in the world. That’s the reality when you choose our packages.
Sigma Tax Pro provides professional tax software hosting on a secure virtual server that’s built for accessibility and productivity, and that delivers 99.9% uptime.
You and your team can simply log in from a laptop, tablet, or smartphone for full access to your tax software, whenever you need it—and without the anxiety of a crashing desktop, disruptive power outages, or unexpected IT issues. Our team is on hand to support everything you need to make your next tax season your most successful yet.
Whether your tax office takes advantage of bank products or prefers collecting prep fees up front, we offer two managed service plan groups for you to choose from:
Managed Service Plans For Bank Product Offices (Billed Annually)
Designed for tax offices that leverage bank products, this service provides a single, convenient annual fee paid after the tax season concludes. You’ll receive tailored IT support specifically for tax firms that integrates assistance for tax returns and the management of bank products within your Sigma Tax Pro software—so you get the help you need at every stage of your operations.
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Classic
(Included with 25 BPs)
1 Computer
PRO
$999
1-2 Computers
(SR Only)
PRO PLUS
$3,499
3-5 Computers
(SR/DR/TW)
PLATINUM
$4,999
6-10 Computers
(SR/DR/TW)
Managed Services Plans For E-File Offices (Billed Monthly)
Ideal for tax offices that collect prep fees up front, this program offers the flexibility of a convenient monthly payment plan. It is perfectly suited for firms focused primarily on tax return and filing support, or for offices that are starting their journey and require professional IT assistance while they structure the rest of their business.
Classic
$99 per month
1 Computer
PRO
$199 per month
1-2 Computers
PRO PLUS
3-5 Computers
PLATINUM
$499 per month
6-10 Computers
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Ready for full and secure access to your tax office from any device, anywhere in the world?
Benefits Of Managed IT Services For Tax Firms
Our comprehensive managed IT services are suitable for tax firms wanting reliable, secure, and scalable operations during the busiest times. For those firms, we are a strategic partner.
Security, Compliance, And Data Assurance
Protecting your clients’ sensitive financial data is paramount. Our services align with compliance and privacy standards, and provide multi-layered defense mechanisms. We provide:
- Backup and disaster recovery (BDR): A vital part of any business IT strategy, these prevent security breaches and network outages.
- Automated backups and rapid recovery options: These ensure your data is protected and quickly accessible, minimizing downtime and safeguarding client trust.
- Anti-virus protection: For enhanced security, we offer a VPN (Virtual Private Network) with every plan. This gives preparers the ability to log in remotely and securely, as if they were physically in the office.
Essential Tools And Uninterrupted Productivity
Our IT services for accounting firms include the full Microsoft Office suite, containing essential tax office applications like Word, Excel, and Outlook (for Pro, Pro Plus, and Platinum customers).
For these customers, we also help you set up your email with G Suite, giving your office a professional email domain extension and 30 GBs of dedicated cloud storage. Our cloud storage saves you buying this separately, and provides secure access to your data anytime, anywhere.
Finally, our remote monitoring and management (RMM) experts oversee and manage your network devices, desktops, servers, and mobile devices remotely.
Dedicated Expertise And Preparation
Our IT support for tax firms is reliable and tailored to your particular software environment.
Tax season demands real-time software updates and version changes. Our services guarantee you always have the latest, most compatible tools without delays, giving your team the technology they need during the busiest times.
All our plans feature comprehensive tech support and essential services like EFIN/PTIN assistance. Our IT managers also offer an equipment advisory service (EAS), and will carry out a full review of your IT equipment and framework before the season begins to advise on potential IT shortcomings.
Lastly, we provide a tax prep school voucher for 40 hours applied to any CE course, providing your team with continuous learning at their convenience.
Want to eliminate IT headaches and streamline your tax operations?