Keep client work organized across your team
Client records move through many hands in an accounting firm, from the person collecting documents to the person reviewing the final return or report. Design I.T. Solutions helps Jacksonville CPA firms discuss the technology behind those handoffs. Secure access, file sharing, and reliable workstations need to fit your firm's applications and deadlines. We can review how your team works today and help you plan support or a specific change around the busiest parts of your schedule.
If your Jacksonville firm works with employees in the office and elsewhere, consider how a client file moves from preparation to review. Staff need to find the current documents, understand who can make changes, and know where to send questions. A review of account permissions, remote access, and file-sharing tools can start with that workflow and include the seasonal changes in who needs access.
Recurring bookkeeping, payroll, and reporting work can also depend on several connected applications. Bring a list of those systems and the deadlines they support so planned maintenance or equipment changes can be discussed in context. We can help identify the I.T. questions to resolve, including backups and how to recover important files. Our Jacksonville office is your local starting point for a support conversation shaped around your practice.
Our CPA Managed I.T. Services:
- Help Desk Support
- Cybersecurity
- On Site Support
- VoIP Phone System and Service
- Office 365 Support
- Systems and Network Engineering
- Data Backup and Recovery
- Dark Web Monitoring
- Around-the-Clock Network Monitoring
- After Hours/Holiday Support
- Consulting Services
- Server Hosting
Your Jacksonville I.T. contact
Design I.T. Solutions
165 Arlington Road North
Jacksonville, FL 32211
