Overview
How we support Accounting and Finance
Tax season doesn't leave room for downtime, and financial data comes with its own compliance requirements. We keep your systems fast when you need them most, and compliant year-round. Your IT Shouldn't Take Tax Season Off, we certinly don't!
The details
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FTC Safeguards Rule compliance support
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Seasonal capacity planning for tax season
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Secure client document portals
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Multi-factor authentication on financial systems
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Fast-turnaround support during peak periods
Talk to a technician
Tell us about your practice or business and we'll recommend what actually fits.
Other industries
FAQ for Accounting and Finance Firms
Frequently asked Questions
Yes. PSeeSolutions provides managed IT support, cybersecurity, Microsoft 365 management, backups, and compliance assistance for CPA and accounting firms throughout Columbus and Central Ohio.
Accounting firms need reliable IT support, cybersecurity, secure data backups, Microsoft 365 management, network monitoring, compliance assistance, and disaster recovery. They also need protection for sensitive client financial and tax data and dependable support during busy tax seasons.
We've helped Central Ohio accounting and financial firms stay FTC compliant for over 20 years
Yes. Any accounting firm that handles taxpayer or customer financial data is required to have a Written Information Security Plan (WISP).
Yes. PSeeSolutions can support QuickBooks and common tax and accounting software, including installation, updates, troubleshooting, backups, network access, and coordination with the software vendor when needed.
Yes. PSeeSolutions manages the transition from your current IT provider, including documentation, credentials, backups, security tools, Microsoft 365, vendor coordination, and system setup, helping minimize disruption to your accounting or Financial firm.
Getting Started
What working together looks like.
Step 1
We review your current systems against what accounting & finance businesses are actually held to.
Assess
Step 2
We fix what's exposed, in order of actual risk.
Close the gaps
Step 3
Ongoing monitoring and documentation, ready whenever you need it.
Stay covered
FTC
Safeguards Ready
Seasonal
Capacity Planning
Fast
Peak-Season Support
Why Leading Accounting & Finance Firms Choose PSeeSolutions
20+ years of business process experience
We've spent over a decade making sure IT works the way your firm runs.
No delays during tax season
We keep your systems running fast when work starts piling up.
20+ years of building trusted partnerships
We've supported growing firms long-term, and we're still working with many of them today.
Seamless setup with no interruptions
Seamless setup with no interruptions
Support for QuickBooks, Drake, Sage
Get expert help that aligns with the tools, processes, and pace of your firm.
Fast expert support
Skip the ticket queues and get real answers from people who know your setup inside and out.
Cybersecurity Brief for Finanical Advisors and Accountants
This free executive brief explores the leading cybersecurity challenges facing financial advisors and accounting firms, from cloud security and endpoint protection to reputational risk, regulatory compliance, and employee awareness training. Learn what your firm should prioritize to protect sensitive financial data, strengthen security, m
© 2026 PSeeSolutions. All rights reserved
Managed IT services for Central Ohio small businesses. In-store, on-site, remote, or hybrid.
SERVICES
COMPANY
CONTACT
(614) 454-3890
138 E Main St, New Albany, OH
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