Industries
Financial Services/Accounting Firms
Financial services firms and accounting practices handle some of the most sensitive financial data of any small business, then face their heaviest system load during the narrowest windows of the year — tax season for accountants, client reporting and market-hours demands for advisors and agencies. We build for both the security requirement and the time-sensitive crunch, whichever side of that line you're on.
Common challenges
- Client financial and tax data that requires strict access controls
- Peak-season workloads where downtime directly costs billable hours
- Software and e-filing systems that depend on stable, fast infrastructure
- Secure client portals for sharing sensitive documents
- Staff working across multiple devices and locations during crunch periods
- Phishing and ransomware attempts aimed specifically at firms holding client financial data
How Axiom Computer Services and Consulting helps
- Proactive monitoring and capacity planning ahead of tax season
- Encrypted backups and access controls for client financial records
- Support tuned to your accounting and portfolio-management software stack
- Fast response during the weeks you can least afford downtime
- Secure, cross-device file access so staff can work from anywhere during tax season
- Monitored endpoint protection against the phishing and ransomware attempts that specifically target firms holding client financial data
Software & systems
We support the tools you already use.
No need to switch platforms — we work with the software your team has already standardized on.
QuickBooksSageDrake TaxThomson Reuters UltraTaxPortfolio management & CRM platforms
Other industries
We also support
Ready to talk about IT for your financial services/accounting firms?
Tell us a bit about your current setup and we'll follow up to schedule a short call.