Managed IT For Accounting And Advisory Firms
Concierge-level managed IT and client-grade security so your firm can hold its clients’ confidence through busy season and beyond. Tax software environments, document management, mobile partners, AI policy, and cyber insurance handled. Run by a named team that knows your firm.
AICPA-Aligned AI Policy
FTC Safeguards Rule Ready
Busy-Season Uptime Posture
Microsoft Solutions Partner
Long Island Since 1982
SOC 2 Client-Diligence Ready
40+ Years in business
Hi-Tek has been managing IT infrastructure for growing businesses since 1982. We don’t just respond to problems, we prevent them.
175+ Clients
Businesses across the Northeast trust Hi-Tek to keep their people productive and their data protected, every day.
7,000+ Endpoints managed
From workstations to servers to cloud environments, we monitor and manage every device in your stack around the clock.
<30 Min Response Time
When something breaks, you hear from us fast. Our average first response time keeps your team moving instead of waiting on hold or chasing a ticket.
What Is Hi-Tek Data For Accounting And Advisory Firms?
Hi-Tek Data is a managed IT services provider for accounting firms, advisory boutiques, M&A advisory practices, consulting firms, and mid-market law firms across the New York Tri-State and nationwide. Headquartered in Syosset, NY, founder-led since 1982. We run the firm’s IT environment (servers, endpoints, network, Microsoft 365, identity, backup), support the partners and staff who work in it, and integrate the platforms the firm relies on (UltraTax, CCH Axcess, Lacerte, Practice CS, document management for legal). Plus the security stack, AI policy aligned to AICPA professional conduct and ABA Formal Opinion 512 for legal work, and cyber insurance posture professional services firms now need each renewal cycle.
What Hi-Tek Delivers For Professional Services Firms
Helpdesk That Knows Busy Season
A named pod of senior helpdesk supports the partners, managers, seniors, staff, and admin team. We know how busy season actually runs: tax deadlines, audit cycles, matter cycles, remote partners on the road, all-hands hours through April and October. Executive support tier for managing partners.
Your Environment, End To End
Servers (on-prem or Azure), endpoints, network, Microsoft 365 tenant, identity, backup. We size, run, monitor, and recover the environment. Hardware lifecycle and refresh planning are part of the engagement. Built around busy-season load patterns.
Security Built Around Client Data
EDR on every endpoint, 24/7 monitoring, MFA, conditional access tied to client data access, PAM, email security, DNS filtering. Designed around the threats that actually hit professional services firms: client data exfiltration, BEC against partner accounts, wire fraud, departing-staff client file access risk.
The Platforms Your Firm Runs On
Tax software (UltraTax, CCH Axcess, Lacerte, ProSeries, Drake), practice management (Practice CS, GoFileRoom, SmartVault), document management for legal (NetDocuments, iManage, Worldox), audit software (CaseWare, ProSystem fx Engagement), client portals, time and billing. We handle the Microsoft 365 integration, identity controls, infrastructure, and custom workflow tie-ins.
AI Your Firm Can Defend
Written AI policy aligned to AICPA professional conduct, ABA Formal Opinion 512 (for law firms), FTC Safeguards Rule, and your malpractice carrier’s expectations. Microsoft 365 Copilot governance, the Hi-Tek Managed Secure AI Platform, and surrounding infrastructure for whatever third-party AI tools the firm chooses.
Cyber Insurance And Audit-Ready
We handle the carrier questionnaire and the documentation behind it. Annual risk assessments, penetration testing, tabletop exercises, and the evidence package the firm needs when the carrier, the auditor, or a client running SOC 2 diligence asks.
How We Engage
Free Assessment
A 30-minute call about your firm, current MSP situation, the platforms you run on, and any pressing security, compliance, cyber insurance, or AI questions. We tell you what we would change, with or without us.
Written Proposal
Per-user pricing based on user count, sites, scope, and compliance posture. Project work scoped separately. No surprise line items.
Onboarding Inside 30 To 60 Days
Named project owner, weekly written status updates, platform handoff coordinated. Most onboardings complete with no operational disruption.
Operations Lead, Multi-Entity Professional Services Holding
AI Your Firm Can Defend
Your associates and staff are already using AI for research, drafting, and analysis. The question isn’t whether to allow it; it’s how to keep client work and client data from ending up in the wrong place. We write the AI policy aligned to AICPA professional conduct, ABA Formal Opinion 512 for legal work, and your malpractice carrier’s expectations, deploy the technical controls behind it, and keep both current as regulators and carriers update their guidance.
What Changes When Hi-Tek Runs Your Firm’s IT
UPTIME
Busy season without IT drama. Tax deadlines, audit cycles, matter cycles: the environment stays up, the helpdesk is staffed, partners get answered.
DEFENSIBLE
Client confidentiality defensible. Sensitivity labels, conditional access, and audit logging calibrated to client data.
ON TIME
Cyber insurance renewal handled, not panicked about. Carrier questionnaire and documentation completed before the deadline.
NAMED
A named team that knows your firm. Same pod, same vCIO, same Technical Account Manager. No engineers learning your platforms on your time.
We Work Across The Practice Mix Of Mid-Market Firms
- Mid-size CPA firms (25 to 200 staff, multi-practice)
- Audit and assurance firms (peer review, SEC clients, enterprise audit work)
- Tax and advisory practices (1040, 1041, 1065, 1120; tax planning; transactional tax)
- M&A advisory boutiques (deal-room infrastructure, transaction services)
- Strategic and operations consulting firms (project workspace separation, mobile workforce)
- Family office and wealth advisory firms (heightened confidentiality, multi-generational clients)
- Mid-market law firms (matter-grade security, document management, ABA Formal Opinion 512 AI policy)
The Detail Behind Each Capability
Helpdesk And Busy-Season Support Model
A named pod of senior helpdesk owns your firm. Dedicated TAM coordinates work; vCIO sits with managing partners. Standard SLAs: sub-30-minute first response on critical tickets. After-hours coverage scaled up through busy season. Executive support tier for managing partners and CFOs.
The Environment We Run
Servers (on-prem or Azure), endpoints, network, Microsoft 365 tenant, identity (Microsoft Entra ID with conditional access), backup. Hardware lifecycle and refresh planning at the firm level. Built around busy-season load patterns and partner mobile workflows.
Layered Security Stack For Professional Services
EDR on every endpoint. 24/7 SOC. Email security with anti-impersonation, transport rules, attachment sandboxing. DNS filtering. MFA on every login. Conditional access tied to client data access. PAM for privileged accounts. Penetration testing annually. Tabletop exercises against BEC and wire fraud scenarios.
Tax Software Platform Support
UltraTax CS, CCH Axcess, Lacerte, ProSeries, Drake, Thomson Reuters tax software. We handle the surrounding environment: identity, access controls, integration with Microsoft 365, audit logging, and the workstation fleet.
Document Management For Legal And Audit
NetDocuments, iManage, Worldox for legal. CaseWare, ProSystem fx Engagement for audit. Practice management (Practice CS, GoFileRoom, SmartVault). Identity, access, and Microsoft 365 integration handled.
Confidentiality Controls For Client Data
Microsoft Purview sensitivity labels and DLP rules calibrated to client financial and matter data. Conditional access tied to client data access. Audit logging suitable for AICPA review, ABA review, FTC Safeguards Rule, and malpractice carrier review.
Risks Specific To Professional Services Firms
Client data exfiltration through misconfigured endpoints or shared file access. BEC targeting partner accounts (impersonation, fake wire instructions). Wire fraud against client trust accounts. Departing-staff client file access risk. Matter-grade security for legal practices. We design controls around each.
Backup And Disaster Recovery
Image-based backup with off-site replication. Immutable storage layers that survive ransomware. Microsoft 365 backup separate from M365’s native retention. Tax-season-aware recovery testing.
AICPA And ABA AI Policy
Written AI policy aligned to AICPA professional conduct (for accounting work), ABA Formal Opinion 512 (for legal work), FTC Safeguards Rule, and your malpractice carrier’s expectations. Approved-tool inventory. Annual policy review.
Co-Managed Engagement Model
Firms with internal IT can engage Hi-Tek in a co-managed structure. Hi-Tek covers what internal IT cannot economically maintain alone. Internal IT keeps the daily user support and partner relationships.
Frequently Asked Questions
What does an MSP do for an accounting or advisory firm?
A capable MSP for a professional services firm handles 24/7 IT support with busy-season uptime, tax and document management software platform support, Microsoft 365 administration with client-data controls, mobile workforce support for partners, cybersecurity aligned to FTC Safeguards Rule, AI policy aligned to AICPA and ABA professional conduct, and cyber insurance documentation.
Do you work with UltraTax, CCH Axcess, Lacerte?
Yes. We support all the major tax software platforms (UltraTax CS, CCH Axcess, Lacerte, ProSeries, Drake, Thomson Reuters). What we manage is the surrounding environment: identity, access controls, Microsoft 365 integration, audit logging, and the workstation fleet.
Do you serve mid-market law firms?
Yes. Mid-market law firms with matter-grade security, document management (NetDocuments, iManage, Worldox), and AI policy under ABA Formal Opinion 512 are recurring client profiles. Legal industry IT shares more in common with accounting and advisory than it does with healthcare or manufacturing, which is why it lives on this page.
How does Hi-Tek handle FTC Safeguards Rule for CPA firms?
We maintain the technical controls (encryption, MFA, access controls, monitoring, logging) and documentation the FTC Safeguards Rule requires. Annual risk assessment, written information security program, and the evidence package an FTC examiner or your insurance carrier expects.
What about AICPA professional conduct and AI?
We write AI policy aligned to AICPA professional conduct standards, your malpractice carrier’s expectations, and the latest regulator guidance. Approved-tool inventory, conditional access, audit logging.
Is Microsoft 365 Copilot safe for tax or legal work?
Microsoft 365 Copilot in an enterprise tenant configured with sensitivity labels, DLP rules, conditional access, and audit logging can be deployed in tax and legal workflows safely. Configuration matters significantly. We configure Microsoft 365 environments for Copilot in CPA and law firms as part of our managed IT and AI Security service lines.
How does Hi-Tek handle wire fraud risk for firms with client trust accounts?
Wire fraud against client trust accounts is a top-3 threat. Controls: anti-impersonation email rules, conditional access, MFA on banking platforms, transport rules flagging external wire instruction emails, partner training, tabletop exercises, and procedural controls (out-of-band wire verification).
What about busy-season scaling?
We size capacity for busy season. The named helpdesk pod gets surge support during tax deadlines and audit cycles. Documented response standards stay through March-April and October.
Do you serve M&A advisory firms?
Yes. M&A advisory boutiques, transaction services teams, and deal-room infrastructure are recurring client profiles.
What’s the onboarding process?
Most firm onboardings complete in 30 to 60 days with no busy-season disruption. Tax software handoff, document management handoff, Microsoft 365 migration, security stack deployment, and AI policy review each get specific attention.
Ready When You Are.
A 30-minute conversation plus a structured review of your firm’s IT environment, busy-season posture, and any pressing AI or carrier questions.
Founder-led since 1982. Headquartered in Syosset, NY.