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Triangle Tech - Managed IT Services Provider in the Triangle NC
Triangle Tech

Proactive IT Support & Managed Services for Triangle Businesses — Minimize Downtime, Maximize Security & Growth. We design, build, and support modern software and IT Solutions for growing businesses in the Triangle and beyond.

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Home›Industries›Accounting & Finance

Secure IT for Accounting Firms & Financial Services

Technology solutions for CPAs, accounting firms, and financial services organizations. We understand tax season demands, regulatory requirements, and the critical importance of financial data security.

Get Free Consultation(919) 446-5484

Accounting & Finance IT Challenges We Solve

We understand the unique technology challenges facing accounting & finance organizations.

Tax Season Demands

When tax season hits, downtime is catastrophic. Your systems need to handle increased workloads without failure.

Regulatory Compliance

From SOC 2 to IRS requirements, accounting firms face complex compliance obligations around data protection.

Financial Data Security

You handle sensitive financial data for hundreds of clients. A breach could destroy your reputation and trigger regulatory penalties.

Software Complexity

Modern accounting requires numerous specialized applications that must work together seamlessly.

Our Accounting & Finance IT Solutions

Comprehensive IT services tailored for accounting & finance organizations.

Tax Season Readiness

Pre-season system audits and optimization to ensure your infrastructure handles peak workloads.

SOC 2 Compliance Support

Implementation of controls and documentation to meet SOC 2 requirements for service organizations.

Accounting Software Support

Expert support for QuickBooks, Sage, CCH, Drake, Lacerte, ProSeries, and other accounting platforms.

Secure Client Portals

Encrypted file sharing solutions for secure document exchange with clients.

Backup & Disaster Recovery

Comprehensive backup with rapid recovery to protect financial data and minimize downtime.

Multi-Factor Authentication

Strong authentication to protect access to financial systems and client data.

Software We Support

Expert support for the tools your accounting & finance organization relies on.

QuickBooksSageCCH AxcessDrake TaxLacerteProSeriesThomson ReutersXeroBill.com

Frequently Asked Questions

How do you prepare for tax season?

We conduct pre-season system audits, optimize performance, verify backup systems, and ensure 24/7 support availability during peak periods. We want zero surprises during tax season.

Can you help with SOC 2 compliance?

Yes. We help accounting firms implement the technical controls required for SOC 2 compliance and maintain the documentation auditors need.

What accounting software do you support?

We support all major accounting and tax platforms including QuickBooks, Sage, CCH, Drake, Lacerte, and ProSeries. Our team understands these applications deeply.

How do you protect client financial data?

We implement encryption, access controls, monitoring, and backup solutions specifically designed to protect sensitive financial information. We also provide security awareness training for your staff.

Related Services

Managed ITHelp DeskCybersecurityCloudNetworkBackup

Technology That Works as Hard as You Do

Get a free IT assessment and see how we can prepare your firm for tax season and beyond.

Schedule Free Consultation(919) 446-5484