1. What’s included in Accounting Managed Services?
24/7 monitoring, automated patching, endpoint protection, data backup, help desk, vendor coordination, and quarterly technology reviews.
2. Do you support accounting apps like QuickBooks and CCH?
Yes—QuickBooks (Desktop/Online), Sage, Xero, CCH Axcess, Thomson Reuters CS/Practice, NetSuite, and more, including server/SQL tuning.
3. How do you keep systems fast during tax season?
Resource right-sizing, NVMe/SSD storage paths, network QoS, and after-hours maintenance to maintain peak performance under load.
4. How is cybersecurity integrated?
EDR/AV, MFA, email security, DNS filtering, vulnerability patching, least-privilege access, and SOC-backed alerting—built into every plan.
5. What compliance frameworks do you support?
GLBA Safeguards Rule, IRS Pub. 4557, SOC 2 alignment, PCI considerations, and state privacy laws—with audit-ready documentation.
6. How do backups and disaster recovery work?
Immutable, encrypted backups with hourly snapshots, off-site copies, and quarterly test restores to meet defined RTO/RPO targets.
7. Can you secure client portals and e-signature workflows?
Absolutely—SAML/SSO + MFA, DLP for SSNs/Tax IDs, retention policies, and audit trails across portals and DocuSign/Adobe Sign.
8. Do you offer co-managed options with our internal IT?
Yes—add monitoring, advanced security, after-hours coverage, and project expertise while your internal team handles day-to-day tasks.
9. How is pricing structured?
Flat-rate monthly Packages sized to users/systems, with add-ons for advanced security, compliance, UCaaS, or enhanced backup.
10. How do we get started?
Book a free assessment with CMIT Solutions of Dallas—we’ll review your stack and deliver a busy-season-ready roadmap.