Discover → Plan → Build → Stay

A horizontal process accounting firms can brief to partners in one meeting.

1

Discover

Peak-season load, tax software adjacency, remote staff, and file-sharing pain.

2

Plan

Prioritize backups, M365 hygiene, and endpoints before the next crunch.

3

Build

Implement changes in quieter windows—document what partners can rely on.

4

Stay

Managed or co-managed care so January–April isn’t an IT fire drill.

Who it’s for

Local CPA & tax practices

Firms that need predictable Microsoft 365, secure client portals/file exchange habits, and help desk that understands busy-season pressure.

Bookkeeping & multi-office teams

Teams with remote reviewers, shared drives, and VoIP that must stay reachable when clients call.

Readiness checklists

Qualitative lists partners can brief in one meeting.

Tax-season readiness

  • Endpoint patching before crunch weeks
  • Extra capacity thinking for remote staff
  • Clear escalation when printers or VPN fail
  • VoIP queues that don’t drop client calls

Secure file exchange

  • M365 / SharePoint sharing defaults
  • Avoid casual email of sensitive returns
  • Guest access hygiene for clients
  • Retention habits partners can explain

Microsoft 365 for firms

  • Licensing clarity for seasonal staff
  • MFA and admin role hygiene
  • Teams / OneDrive sprawl control
  • Backup of critical mailboxes & files

FAQ for firm admins

Do you support our tax software vendor?

We keep the surrounding IT stable—workstations, networks, identity, and backups. Your tax software vendor remains primary for their application. We coordinate when installs, VPN, or performance issues sit in the IT layer.

Can you help only during tax season?

We can scope project or surge support, but firms usually get better outcomes with year-round Managed IT or co-managed care so January isn’t when you discover backup gaps.

What about client confidentiality?

We practice least-privilege access, secure sharing guidance, and documented changes. We practice FTC Safeguards–aware delivery and client-data confidentiality—ask us what we put in operational scope.

FTC SafeguardsClient confidentialitySecure file exchange

Compliance focus

CPA and accounting firms handle sensitive client financial data year-round—especially through tax season. LTS Technology supports FTC Safeguards Rule–aware delivery and client-data confidentiality through access control, secure sharing, backups, and Microsoft 365 hygiene.

We enhance your office IT lead so partners can brief clear operational practices around how client information is protected.

  • Least-privilege access and MFA for remote and privileged paths
  • Secure file-exchange habits that reduce casual email of sensitive returns
  • Backup and recovery for mailboxes and files that partners rely on

Prepare your firm’s IT before the next peak

Walk through M365, file exchange, backups, and phones with an engineer who understands accounting-season pressure.

Speak with an engineer Call 661-398-2999

LTS Technology, LLC · 661-398-2999 · ltstech.pro · Bakersfield, CA