Accounting firms face hard filing deadlines, seasonal staffing swings and strict obligations to protect taxpayer information.
Connectivity Counsel advises accounting and tax organizations on connectivity, communications, cloud and security. We compare more than 230 providers on your behalf and help you select and implement the right mix, at no cost to you.
What matters most in accounting and tax
- Secure hosted desktops for seasonal staff
- Dependable internet during filing season
- Encrypted email and file exchange
- A written information security plan
Recommended solutions for accounting and tax
Desktop as a Service (DaaS)
Desktop as a service delivers a complete, secure Windows desktop from the cloud to any device.
Business Broadband
Business broadband delivers high download speeds over coaxial cable or shared fiber at a lower monthly cost than dedicated circuits, typically on a best-effort basis.
Internet Failover and Backup
Internet failover pairs your primary circuit with a second connection on a different technology or provider, switching automatically when the main link drops.
Email Security
Email security filters phishing, business email compromise, malware and spam, and adds encryption and data loss prevention to your mail platform.
Managed Detection and Response (MDR)
Managed detection and response pairs security technology with human analysts who watch for threats around the clock and act to contain them.
Hosted PBX and Business VoIP
A hosted PBX delivers business phone service over the internet, with auto attendants, call routing, voicemail-to-email and mobile apps, and no phone system hardware to maintain.
Compliance and regulatory considerations
Technology decisions in this sector are commonly shaped by IRS Publication 4557 and the FTC Safeguards Rule. We help you shortlist providers whose attestations, contract terms and service designs support those obligations, and we coordinate the documentation your auditors, insurers or customers request. Your own legal and compliance advisors remain the authority on what applies to your organization.
Providers with experience in this sector
111 providers in our portfolio identify finance as a core market. A sample:
- DartPoints
- Data Canopy
- Dialpad
- Dirbos
- Documo
- Effortless Office
- eGain
- EPIC iO
- EXA Infrastructure
- Fatbeam
- FatPipe
- Fidium
- Focus Technology
- Front
- GeoLinks
- Giltech
- Graphiant
- Gryphon.ai
- Helient
- Hiya
- Hyperion Partners
- iFax by Amplify
- Integris
- Kore.ai
How an engagement works
- Discovery. We review your locations, contracts, invoices and pain points.
- Design and sourcing. We match requirements to providers and collect comparable quotes.
- Selection. You receive a clear comparison of cost, capability, contract terms and risk.
- Implementation and support. We coordinate installation and stay involved for moves, changes, renewals and escalations.
Frequently asked questions
What technology services do accounting and tax organizations need most?
Priorities typically include secure hosted desktops for seasonal staff, dependable internet during filing season and encrypted email and file exchange. Common solutions are desktop as a service (daas), business broadband and internet failover and backup.
Which compliance requirements affect technology choices in accounting and tax?
Decisions are commonly shaped by IRS Publication 4557 and the FTC Safeguards Rule. Connectivity Counsel helps you shortlist providers whose services and documentation support those requirements.
Can Connectivity Counsel support multiple locations?
Yes. We source and coordinate services across single sites, regional groups and nationwide footprints, and can consolidate many local providers under one managed program.
Does it cost anything to use Connectivity Counsel for accounting and tax technology?
No. Connectivity Counsel does not charge clients for advisory, quoting or ordering support. Providers compensate us when you choose their service, and you pay the provider directly under the provider's own contract and pricing.
Is Connectivity Counsel tied to a single provider?
No. Connectivity Counsel is an independent advisor with a portfolio of more than 230 providers. Recommendations are based on your addresses, requirements, budget and timeline, and we show you competing options side by side.