Industries Tech4 Serves
Tech4 focuses on firms where accuracy, compliance, and client trust are nonnegotiable—and where technology has to quietly do its job so professionals can do theirs. We specialize in a few key industries:
CPA & Tax Firms
From solo CPAs to multi-office tax practices, Tech4 helps firms that live inside tax and accounting software and face strict regulatory expectations.
Typical clients:
- Local and regional CPA firms
- Dedicated tax practices and seasonal shops
- Multi-partner firms with complex entity and client structures
Common tools & platforms we support and advise around:
- Tax software: Drake Software, Intuit ProSeries Tax, Lacerte, UltraTax CS,
TaxWise, TaxAct - Accounting & workflow tools: QuickBooks (desktop & cloud), Xero, practice
management and document management systems
Key needs we address:
- Secure, reliable cloud hosting for tax and accounting applications
- Streamlined workflows for busy season and recurring work
- Security and compliance aligned with IRS, GLBA, and FTC Safeguards
expectations - Fewer IT and vendor headaches so partners and staff can focus on clients, not
systems
Business Accounting & Finance Teams
Tech4 supports in-house business accounting and finance departments that depend on accurate, timely data and integrated systems to run the business.
Typical clients:
- Controllers and finance leaders in small to mid-sized companies
- Multi-entity or multi-location businesses
- Organizations modernizing from basic tools to more robust finance stacks
Common tools & platforms:
- Accounting platforms: QuickBooks Pro Plus, Premier Plus, Enterprise, Xero
- Enterprise & banking systems: Oracle Flexcube and other ERP/treasury
solutions - Supporting reporting, budgeting, and analytics tools
Key needs we address:
- Choosing, integrating, and optimizing the right finance stack
- Clean data flow between systems (accounting, ERP, CRM, reporting)
- Security, access control, and audit-friendly setups
- Better visibility into numbers, fewer manual workarounds, stronger ROI from
each system
Law Firms & Legal Practices
Tech4 helps law firms where matter management, documents, and client confidentiality all depend on the right technology—and where the wrong tech choice can slow down the entire practice.
Typical clients:
- Boutique and mid-sized law firms
- Practices focused on business, tax, estate, litigation, or family law
- Firms standardizing on modern legal practice platforms
Common tools & platforms:
- Practice management & legal tech: Clio, MyCase, Rocket Matter,
PracticePanther, Zola Suite - Document management, e-billing, secure communications, and e-signature tools
Key needs we address:
- Selecting and integrating the right mix of practice management and legal tech
- Enabling secure, remote/hybrid work without sacrificing confidentiality
- Aligning technology with ethics, privacy, and security expectations
- Reducing friction across matters, documents, billing, and client communication
Other Professional & Compliance-Driven Services
Beyond those core verticals, Tech4 also works with other professional and advisory
firms that share similar technology and compliance pressures, including:
- Specialty consulting and advisory firms
- Financial services and related professional practices
- Firms where client data sensitivity, workflow efficiency, and regulatory
expectations are high
Across all these industries, Tech4 acts as an independent technology partner—not a single software vendor. We help you choose, integrate, host, and secure the tools you rely on, so your technology actually supports how you work, stays aligned with compliance requirements, and delivers real, measurable value.
CPA & Tax Firms
From solo CPAs to multi-office tax practices, Tech4 helps firms that live inside tax and accounting software and face strict regulatory expectations.
Typical clients:
- Local and regional CPA firms
- Dedicated tax practices and seasonal shops
- Multi-partner firms with complex entity and client structures
Common tools & platforms we support and advise around:
- Tax software: Drake Software, Intuit ProSeries Tax, Lacerte, UltraTax CS,
TaxWise, TaxAct - Accounting & workflow tools: QuickBooks (desktop & cloud), Xero, practice
management and document management systems
Key needs we address:
- Secure, reliable cloud hosting for tax and accounting applications
- Streamlined workflows for busy season and recurring work
- Security and compliance aligned with IRS, GLBA, and FTC Safeguards
expectations - Fewer IT and vendor headaches so partners and staff can focus on clients, not
systems
Business Accounting & Finance Teams
Tech4 supports in-house business accounting and finance departments that depend on accurate, timely data and integrated systems to run the business.
Typical clients:
- Controllers and finance leaders in small to mid-sized companies
- Multi-entity or multi-location businesses
- Organizations modernizing from basic tools to more robust finance stacks
Common tools & platforms:
- Accounting platforms: QuickBooks Pro Plus, Premier Plus, Enterprise, Xero
- Enterprise & banking systems: Oracle Flexcube and other ERP/treasury
solutions - Supporting reporting, budgeting, and analytics tools
Key needs we address:
- Choosing, integrating, and optimizing the right finance stack
- Clean data flow between systems (accounting, ERP, CRM, reporting)
- Security, access control, and audit-friendly setups
- Better visibility into numbers, fewer manual workarounds, stronger ROI from
each system
Law Firms & Legal Practices
Tech4 helps law firms where matter management, documents, and client confidentiality all depend on the right technology—and where the wrong tech choice can slow down the entire practice.
Typical clients:
- Boutique and mid-sized law firms
- Practices focused on business, tax, estate, litigation, or family law
- Firms standardizing on modern legal practice platforms
Common tools & platforms:
- Practice management & legal tech: Clio, MyCase, Rocket Matter,
PracticePanther, Zola Suite - Document management, e-billing, secure communications, and e-signature tools
Key needs we address:
- Selecting and integrating the right mix of practice management and legal tech
- Enabling secure, remote/hybrid work without sacrificing confidentiality
- Aligning technology with ethics, privacy, and security expectations
- Reducing friction across matters, documents, billing, and client communication
Professional & Compliance-Driven Services
Beyond those core verticals, Tech4 also works with other professional and advisory
firms that share similar technology and compliance pressures, including:
- Specialty consulting and advisory firms
- Financial services and related professional practices
- Firms where client data sensitivity, workflow efficiency, and regulatory
expectations are high
Across all these industries, Tech4 acts as an independent technology partner—not a single software vendor. We help you choose, integrate, host, and secure the tools you rely on, so your technology actually supports how you work, stays aligned with compliance requirements, and delivers real, measurable value.