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Accounting Firms

Your Dedicated IT Partner for CPA & Accounting Firms

Tax Season Ready. Client Data Secure. Always Available.

Your clients trust you with their most sensitive financial data. We make sure your IT infrastructure is worthy of that trust. Built around the way your firm actually works and the real pressures of tax season.

Actively serving a Chicago-area CPA firm
WISP creation included at no additional cost
Tax season priority support, January through April
Straightforward annual agreements

Get Your Free CPA Firm IT Assessment

We'll review your current setup and show you exactly what needs attention. No sales pitch.

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Serving CPA firms across Chicagoland since 2020

Built for Accounting Firms

IT That Understands How CPA Firms Work

CPA firms have specific IT needs that most providers have never dealt with. We have, and we know what matters to yours.

Client Data Protection

CPA firms hold some of the most sensitive personal and financial data that exists. We make sure the security controls around it match the responsibility that comes with it.

FTC Safeguards Compliance

The FTC Safeguards Rule requires CPA firms to maintain a written Information Security Program. We help you get compliant and stay that way without turning it into a months-long project.

Uptime During Tax Season

Filing deadlines do not move. We make sure your systems are ready for peak load well before January, so your team can focus on clients rather than calling IT.

What's Included

Everything Your Firm Needs

Microsoft 365 setup, management, and optimization
Secure remote access for work-from-home staff
Network and infrastructure support for whatever tax software your firm uses
Workstation setup, imaging, and lifecycle management
Network infrastructure and firewall management
Automated backup and disaster recovery
Endpoint security and antivirus management
New staff IT onboarding and offboarding
FTC Safeguards compliance and WISP creation
Cyber liability insurance documentation support
Incident response and business continuity planning
Local on-site support when remote is not enough
Ideal For

CPA firms and accounting practices in Chicagoland with 12 or more staff who want a true IT partner, not just a vendor they call when something breaks. Especially valuable during tax season when uptime is non-negotiable.

FTC Safeguards Required

We Create Your WISP — Included at No Extra Cost

A Written Information Security Plan is required under the FTC Safeguards Rule and IRS Publication 4557 for all tax preparers. Most firms we talk to do not have one. We create it as part of onboarding.

We also help you document incident response and business continuity plans — required by many cyber liability insurers as a condition of coverage.

What We Document for Your Firm

Written Information Security Plan (WISP)
Required by FTC Safeguards and IRS guidance
Incident Response Plan
Step-by-step playbook for a cyberattack or breach
Business Continuity Plan
How your firm keeps serving clients during an outage
Annual Security Reviews
Updated documentation to keep coverage and compliance current
Why It Matters

Why Accounting Firms Need a Dedicated IT Partner

Tax Season

Uptime When It Matters Most

Between January and April your firm cannot afford downtime. We monitor and maintain your systems before tax season starts, not after something breaks.

Client Data

Security Built Around Client Confidentiality

We put access controls, encryption, and monitoring in place to protect client files, emails, and financial records — the information your clients trust you to handle carefully.

Remote Work

Your Team Works From Anywhere

Partners reviewing returns from home. Staff accessing files remotely. We set up and maintain secure remote access that works reliably without cutting corners on security.

Why Choose ITM Consulting?

Actively serving a Chicago-area CPA firm
20+ years of IT industry expertise
Local Chicagoland-based support
On-site visits when remote is not enough
Flat-rate, predictable monthly pricing
Straightforward annual agreements
Minority-owned business
Defined SLA response times, by issue priority
Common Questions

Questions CPA Firms Ask Us

Staff at your firm using AI tools like ChatGPT or Copilot? See our AI Governance & Security service →

Currently accepting new clients

Ready for an IT Partner Who Understands Your Firm?

Schedule a free consultation and we will review your current setup together. We will tell you what needs attention before tax season. No sales pitch — just honest advice.

Schedule Free ConsultationCall 630.392.6129