• Services

    • IT & Cloud Services

      • Managed IT

      • Co-Managed IT

      • Outsourced IT Support

      • IT Help Desk

      • Cloud

      • Microsoft 365

    • Security & Compliance

      • Cybersecurity

      • IT Complaince

      • HIPAA Compliance

      • PCI Compliance

      • FTC Compliance

    • Backup & Continuity

      • Disaster Recovery Planning

      • Data Backup & Recovery

    • Communication & Infrastructure

      • Business Video Surveillance Systems

      • VoIP Phone Systems

      • Structured Cabling

  • Industries

    • Auto & RV Dealers

    • Construction, Engineering, Architecture

    • CPA Firms

    • Dental

    • Healthcare

    • Law Firms

    • Professional Services

    • Property Management

    • Service Industries

    • SMBs

  • About

    • Referral Program

  • Resources

    • Blog

    • Newsletters

  • Support

  • Contact

916-476-2992 Schedule A 15-Minute Discovery Call
Contact Us
Sacramento Kings logo featuring purple crown and gray basketball design
Skip to main content Skip to footer
Advent Technologies
Advent Technologies 50 Iron Point Cir. Suite 110 Folsom, CA 95630 Varied
916-476-2992 Schedule A 15-Minute Discovery Call
  • Services

    • IT & Cloud Services

      • Managed IT

      • Co-Managed IT

      • Outsourced IT Support

      • IT Help Desk

      • Cloud

      • Microsoft 365

    • Security & Compliance

      • Cybersecurity

      • IT Complaince

      • HIPAA Compliance

      • PCI Compliance

      • FTC Compliance

    • Backup & Continuity

      • Disaster Recovery Planning

      • Data Backup & Recovery

    • Communication & Infrastructure

      • Business Video Surveillance Systems

      • VoIP Phone Systems

      • Structured Cabling

  • Industries

    • Auto & RV Dealers

    • Construction, Engineering, Architecture

    • CPA Firms

    • Dental

    • Healthcare

    • Law Firms

    • Professional Services

    • Property Management

    • Service Industries

    • SMBs

  • About

    • Referral Program

  • Resources

    • Blog

    • Newsletters

  • Support

  • Contact

Contact Us

IT Support for
CPA Firms

At Advent Technologies, we provide specialized IT support for CPA firms, ensuring that your accounting practice has a secure, compliant, and efficient IT infrastructure that supports data security, financial software integration, and business continuity. With 24/7 system monitoring, proactive cybersecurity, and fast IT support, we help firms eliminate IT challenges, reduce downtime, and protect confidential financial data.

Schedule A 15-Minute Discovery Call

 
Flat lay of a calculator, glasses, notebook, and financial charts on a white desk.
A close-up of a person using a calculator while reviewing financial documents at a desk.

Common IT Challenges for CPA Firms 

Accounting firms face unique IT challenges that require industry-specific solutions. Without professional IT support, firms frequently experience:

  • Cybersecurity Risks and Data Breaches - CPA firms store sensitive financial records, Social Security numbers, and tax information, making them prime targets for ransomware attacks, phishing scams, and data breaches.

  • Compliance Issues with Data Protection Regulations - Firms must comply with FTC Safeguards Rule, PCI DSS, IRS data security requirements, and other financial regulations. Without proper IT controls, businesses risk compliance violations and legal penalties.

  • Slow and Unreliable Accounting Software Performance - Tax software, bookkeeping platforms, and financial databases require high-speed networks and optimized hardware to function efficiently. Poor system performance causes delays in financial reporting, tax processing, and client service.

  • Unresponsive IT Support and Prolonged Downtime - CPA firms need immediate IT support, especially during tax season and financial audits. Waiting for hours or days for IT assistance disrupts accounting operations and impacts productivity.

  • Inefficient Cloud Integration and Remote Work Challenges - Many firms struggle with secure cloud adoption, remote file access, and collaboration tools, leading to workflow inefficiencies and security vulnerabilities.

Advent Technologies delivers customized IT solutions that help CPA firms protect sensitive data, improve software performance, and ensure compliance with financial regulations.

Why CPA Firms Choose Advent Technologies 

  • Industry-Specific IT Expertise - We specialize in IT solutions for CPA firms, tax preparers, financial advisors, and accounting professionals, ensuring that technology enhances rather than disrupts daily operations.

  • 24/7 IT Support and Rapid Response Times - Our team provides immediate troubleshooting, help desk support, and proactive system maintenance to eliminate IT problems before they impact business productivity.

  • Advanced Cybersecurity and Data Protection - We safeguard financial data with multi-layered cybersecurity, encrypted cloud storage, and secure network configurations.

  • Optimized Accounting Software Performance - We ensure seamless integration and optimal performance for QuickBooks, Sage, Xero, CCH ProSystem fx, Lacerte, UltraTax, and other financial applications.

  • Regulatory Compliance and Risk Management - We help firms meet IRS, FTC, PCI DSS, and industry data security requirements, reducing legal and financial risks associated with compliance violations.

We support independent CPA firms, tax professionals, financial planning firms, and corporate accounting departments, ensuring their technology, security, and compliance needs are met with tailored IT solutions.

Schedule A 15-Minute Discovery Call
Sacramento Kings Small Business Partner 25-26 logo in purple and gray on black background
Sacramento Kings Small Business Partner 25-26 logo in purple and gray on black background
Sacramento Kings Small Business Partner 25-26 logo in purple and gray on black background

IT Services by Advent Technologies

Advent Technologies provides a comprehensive range of IT solutions designed to help businesses enhance security, improve efficiency, and maintain compliance. With over 20 years of experience, we support organizations across multiple industries with customized IT services that eliminate technology headaches and drive business success.

a man working on a laptop

Managed IT

Managed IT

IT should enhance business operations—not slow them down. Our managed IT services offer businesses a fully outsourced IT department that handles everything from network monitoring to cybersecurity. We provide 24/7 system maintenance, proactive threat management, and infrastructure optimization to ensure smooth and secure operations.

 Managed IT Services →
a room with many computer screens

Cybersecurity

Cybersecurity

Cyber threats are evolving rapidly, making advanced cybersecurity solutions essential for businesses. We provide firewall management, endpoint security, and network monitoring to protect against cyberattacks. Our AI-driven threat detection systems identify and neutralize risks before they compromise sensitive data. Whether defending against ransomware, phishing attempts, or insider threats, our cybersecurity solutions are built to keep your business safe.

Cybersecurity Services →
Modern office desk phone with touchscreen display and headset on a wooden surface in bright workspace.

VoIP Phone Systems

VoIP Phone Systems

Reliable business communication is essential for productivity. Our VoIP phone systems provide scalable, cloud-based phone solutions that include call forwarding, video conferencing, voicemail-to-email integration, and mobile connectivity. Whether supporting remote teams or multi-location businesses, our VoIP solutions improve call quality, reduce costs, and streamline communication.

VoIP Phone Systems Services →
a woman wearing headphones

Co-Managed IT

Co-Managed IT

For businesses with internal IT teams, our co-managed IT services provide additional expertise and support. We work alongside in-house IT staff, offering advanced cybersecurity solutions, compliance management, infrastructure support, and IT consulting. This partnership model enhances IT efficiency without replacing your existing team.

Co-Managed IT →

Additional Services We Offer

Cloud Services

Migrating to the cloud offers greater scalability, security, and flexibility for businesses. We help organizations transition to cloud-based infrastructure, optimize cloud storage solutions, and implement hybrid or multi-cloud environments that enhance collaboration and operational efficiency. Our team ensures secure cloud configurations, data encryption, and seamless integration with existing systems.

IT Compliance Services

Compliance with industry regulations is critical to avoid fines, data breaches, and legal consequences. We offer full-scale IT compliance services, ensuring businesses meet security standards and regulatory requirements. Our services cover FTC, PCI, and HIPAA compliance, providing ongoing assessments, security enhancements, and documentation support.

FTC Compliance Services

Regulations set by the Federal Trade Commission (FTC) require businesses to implement stringent security measures when handling customer data. We help companies develop and enforce compliance policies, secure sensitive information, and conduct security audits to meet FTC requirements and prevent violations.

PCI Compliance Services

Businesses that process credit card payments must adhere to PCI DSS (Payment Card Industry Data Security Standard) to protect payment information. Our team ensures secure payment systems, data encryption, and network segmentation to prevent fraud and data breaches. We also conduct PCI compliance assessments and implement real-time security monitoring.

HIPAA Compliance Services

Healthcare organizations handling protected health information (PHI) must meet strict HIPAA (Health Insurance Portability and Accountability Act) requirements. Our compliance solutions include data encryption, secure access controls, network monitoring, and risk assessments to prevent unauthorized data access and ensure regulatory compliance.

IT Help Desk Services

Employees rely on efficient IT support to stay productive. Our IT help desk services provide businesses with 24/7 remote support, on-site troubleshooting, and proactive IT assistance. Whether resolving software issues, managing user access, or fixing network disruptions, our help desk team ensures seamless operations with minimal downtime.

Outsourced IT Support

For businesses without an in-house IT team, outsourcing IT support offers a cost-effective way to maintain secure, high-performing systems. We provide help desk support, infrastructure management, cloud services, and IT consulting to optimize IT performance while reducing operational costs.

Microsoft 365 Services

Microsoft 365 is a powerful productivity suite, but without proper management, businesses fail to maximize its potential. Our Microsoft 365 services include setup, migration, security configurations, and ongoing administration to ensure businesses get the most out of tools like Teams, OneDrive, SharePoint, and Outlook.

Business Video Surveillance Systems

Protecting your business requires more than just traditional security measures. Our business video surveillance systems provide high-definition monitoring, AI-powered threat detection, and seamless integration with access control systems. With remote viewing capabilities and cloud-based storage options, business owners can monitor security in real-time from any location.

Structured Cabling Services

A strong IT infrastructure starts with structured cabling. We design and install high-performance network cabling systems, including fiber optics, Cat6 cabling, and data center wiring. Our structured cabling solutions ensure seamless network performance, reduced interference, and future-proof connectivity for growing businesses.

Disaster Recovery Planning

Unplanned disasters—whether cyber incidents, power outages, or natural disasters—can severely impact operations. Our disaster recovery services provide businesses with customized response strategies, redundant infrastructure, and failover solutions to restore systems quickly. We help organizations develop business continuity plans that keep critical functions running, even during unexpected disruptions.

Data Backup & Recovery Services

Data loss can cripple a business, but with a robust backup and recovery plan, you can prevent catastrophic downtime. We offer automated cloud and on-premise backup solutions, ensuring that your critical data is protected and easily recoverable in the event of accidental deletion, system failure, or cyberattacks. Our rapid recovery solutions minimize downtime and ensure business continuity.

Frequently Asked Questions (FAQs)

Why do CPA firms need specialized IT support? 
CPA firms handle highly sensitive financial data, tax records, and client information, making them prime targets for cyberattacks and data breaches. Generic IT support providers may not understand the complexities of tax software, compliance requirements, and financial data security. Specialized IT support ensures that systems remain compliant, optimized, and protected against cybersecurity threats.
How does IT support improve efficiency for CPA firms? 
IT support enhances efficiency by ensuring accounting software, network infrastructure, and data security systems run smoothly. Reliable IT management reduces downtime, prevents system crashes, and streamlines workflow automation, allowing accountants to focus on financial reporting and client service without technical disruptions.
What cybersecurity threats do accounting firms face? 

CPA firms are frequent targets for ransomware attacks, phishing scams, and insider threats due to the sensitive nature of financial data. Cybercriminals seek to steal client records, manipulate financial transactions, and demand ransom for encrypted data. Without robust firewall protection, multi-factor authentication, and encrypted data storage, accounting firms risk compliance violations and financial loss.

How does IT support help with compliance requirements for CPA firms? 

We provide compliance-driven IT solutions, including IRS data security standards, FTC Safeguards Rule compliance, and PCI DSS protocols for secure payment processing. Our services include compliance audits, security awareness training, and regulatory risk assessments to help CPA firms avoid legal penalties and maintain client trust.

What are the benefits of cloud computing for CPA firms? 

Cloud computing allows CPA firms to securely store financial data, enable remote access for accountants, and collaborate with clients in real time. Cloud-based solutions reduce hardware costs, improve disaster recovery capabilities, and ensure data redundancy, keeping financial records protected and accessible from anywhere.

What if my dealership already has an IT provider but needs additional support?

We offer co-managed IT services, working alongside your current provider to handle cybersecurity, software integration, and advanced IT management. If your dealership's IT needs have outgrown your current provider, we can seamlessly transition you to our full-service IT support model.

How quickly can you respond to IT emergencies?

We provide immediate remote support for urgent IT issues and on-site assistance for critical failures. Our goal is to resolve dealership IT problems within minutes to prevent downtime and lost sales.

What Our Clients Are Saying About Our Services:

★★★★★

They have ALWAYS been there when we needed them

We have worked with Advent Technologies for several years, and they have ALWAYS been there when we needed them. Recently our server failed to boot, which meant that we were a CPA firm that was dead in the water during tax season. Our Advent guy, Heath, was here in less than an hour, and got us...

We have worked with Advent Technologies for several years, and they have ALWAYS been there when we needed them. Recently our server failed to boot, which meant that we were a CPA firm that was dead in the water during tax season. Our Advent guy, Heath, was here in less than an hour, and got us running again. This is the rule, not the exception. They take care of our off-site backups and monitor our system for a reasonable monthly fee. Thanks, Advent!


application

Randall Kilgore

CPA
Kilgore & Co. Accountancy

Responsive And Critical To Our Success!

The Advent Team's responsiveness and understanding of our technology needs have allowed us to be more productive and efficient. Their expertise has been critical to our ongoing success. Advent Technologies professionalism and reliability are hallmarks of their work.

Smiling middle-aged man in a blue suit and white shirt standing outdoors with a blurred brick and tile background.

Ronald H. Melchin

Law Offices of Ronald H. Melchin, APC

Get Reliable IT Support for Your CPA Firm


Your accounting firm cannot afford IT failures, security breaches, or compliance violations. Advent Technologies delivers secure, compliance-driven IT solutions that help CPA firms maintain efficiency, protect financial data, and streamline operations.

Whether you need 24/7 IT support, cybersecurity protection, cloud migration, or accounting software optimization, our IT experts provide tailored solutions to keep your firm running smoothly.

Contact us today to schedule a consultation and discover how our IT support for CPA firms can improve security, efficiency, and financial data protection.

Get In Touch

Advent Technologies

Phone: 916-476-2992
Email: info@adventtechnologies.net

Schedule A 15-Minute Discovery Call

Folsom

50 Iron Point Cir., Suite 110

Folsom, CA 95630

Modesto

503 Bangs Ave, Suite J

Modesto, CA 95356

Services

  • Business Video Surveillance Systems
  • Cloud
  • Co-Managed IT
  • Cybersecurity
  • Data Backup & Recovery
  • Disaster Recovery Planning
  • FTC Compliance
  • HIPAA Compliance
  • IT Complaince
  • IT Help Desk
  • Managed IT
  • Microsoft 365
  • Outsourced IT Support
  • PCI Compliance
  • Structured Cabling
  • VoIP Phone Systems

Industries

  • Auto & RV Dealers
  • CEAs
  • CPA Firms
  • Dental
  • Healthcare
  • Law Firms
  • Professional Services
  • Property Management
  • Service Industries
  • SMBs

Service Areas

  • Chico
  • Davis
  • East Bay Area
  • Elk Grove
  • Folsom
  • Fresno
  • Lodi
  • Manteca
  • Marysville
  • Merced
  • Modesto
  • Northern California
  • Placerville
  • Rancho Cordova
  • Roseville
  • Sacramento
  • Stockton
  • Turlock

Resources

  • About
  • Blog
  • Contact
  • Privacy Policy
  • Support Center
50 Iron Point Cir. Suite 110 Folsom, CA 95630
Copyright © 2025 Advent Technologies
  • Powered by TMT
  • Privacy Policy
  • Facebook
  • LinkedIn