CPAs

Dealing with IT support that doesn't fit your firm?

CPAs handle highly sensitive data, tight tax deadlines, and long client lists—but most IT providers still treat you like any other business. 

Systems freeze. Response times lag. Compliance questions go unanswered. You're expected to manage with generic support that doesn't understand what's at stake for your firm.

At Capstone Works, Inc., we bring managed IT services for CPA firms that actually match your work—on your timeline, and on your terms.

Purpose-built IT services for CPA firms

You get more than help desk support. You get strategy, structure, and secure access to everything you need. From remote work during tax season to file-sharing permissions between roles, we build your systems for how your team actually works. 

Need seasonal licensing adjustments? Covered. Require iron-clad data retention? Built in. We use tools like Microsoft, Axcient, ConnectWise, Aruba, Dell, and WatchGuard to deliver fast, smart, and secure performance. 

Managed IT, cybersecurity, vCTO consulting, and solution architecting—everything is aligned to keep your operations clean and compliant. This is IT support for CPA firms that expect more.

Your firm has serious compliance requirements to manage

Financial data demands strict control and complete accountability. 

CPAs often work under PCI regulations, and some even deal with HIPAA protections for healthcare clients. This is not a job for basic IT. With Capstone Works, Inc., compliance is built into every layer. 

Our belief: vendor relationships should be smooth, clear, and built for peace of mind. You’ll get documentation, structure, and enterprise-level support—whether you're preparing for an audit or handling sensitive transitions.

IT support tailored to the way your CPA firm works

Not every firm has the same needs—but every CPA deserves reliable, responsive support. 

We tailor IT services for CPA businesses to fit your processes, growth, and expectations. Whether it’s a local office needing tighter remote access or a larger firm expanding its tech stack, your systems scale with you. 

When a Texas firm was hit with ransomware mid-onboarding, our team fully restored their systems in four days—far faster than the insurer’s three-week timeline. That’s not luck. That’s precision and preparation.

What your team gains with the right IT support for CPA firms

You have clients counting on you. We build systems that keep you focused on them—not your IT.

• 20+ years in business. Meet directly with a Capstone Works principal
• Zero-downtime migration, handled by your personal onboarding champion
• Pick the upgrade that fits your business best — an infrastructure refresh ($8K–$10K) or your first project covered (up to $20K)
• SharePoint site setup and on-site cyber training included ($6,500 value)

Is your CPA firm the right fit?

If your team has 20–75 staff and needs dependable IT services for CPA systems, let’s talk. 

We’ll match you with a specialist who understands the pressure and precision your work demands. No fluff—just answers and results.