Managed IT - Tech 4 Accounting

Managed IT

Tech4 + OneUp Managed IT: Purpose-Built IT for CPA, Tax & Business Accounting Firms

Through our partnership with OneUp Networks, Tech4 delivers a fully managed IT offering designed around the real-world needs of CPA, tax, and business accounting firms—not generic small business setups.

You get the depth and scale of a dedicated IT provider, with Tech4 as your independent advocate and single point of contact, making sure your environment actually supports your people, your workflows, and your compliance requirements.

What the Managed IT Offering Covers

1. Proactive Monitoring, Maintenance & Patching

  • 24/7 monitoring of servers, workstations, and critical systems
  • Regular OS and software patching to reduce vulnerabilities
  • Performance tuning to keep tax and accounting apps running smoothly, especially during peak season

2. Help Desk & End-User Support

  • Friendly, remote support for day-to-day issues (logins, printers, email, performance, etc.)
  • Clear escalation paths for more complex problems
  • Support that understands the urgency of “I’m in the middle of a return” or “client financials are due today”

3. Security-First Design

  • Endpoint protection (AV/EDR), firewall and network security best practices
  • MFA, password policy, and access control guidance aligned with FTC Safeguards and IRS/GLBA expectations
  • Assistance with Written Information Security Plan (WISP) implementation from a technology perspective

4. Backup, Recovery & Business Continuity

  • Managed backups for servers and critical data (local and/or cloud, depending on design)
  • Defined recovery point and recovery time objectives (RPO/RTO) that match your firm’s tolerance for downtime
  • Tested recovery procedures so you’re not “hoping” backups work when you actually need them

5. Application & Vendor Coordination

  • Support for hosting and access to key tax and accounting apps
  • Coordination with software vendors when issues span multiple systems (no more “call the other vendor” runaround)
  • Environment tuned for line-of-business applications your firm actually uses

6. Strategic IT & Compliance Guidance

  • High-level input on IT roadmap and technology priorities
  • Guidance to help ensure the IT side of your operation supports security, privacy, and compliance goals
  • Help aligning managed IT with cloud hosting, app choices, and overall Tech4 recommendations

How Tech4 Fits In

  • Tech4 as your advocate: We’re not trying to sell you one tool—we help make sure the managed IT services you’re getting are the right fit, properly scoped, and aligned with your firm’s growth, seasonality, and risk profile.
  • OneUp as your execution engine: OneUp handles the day-to-day technical work—monitoring, patching, support, and infrastructure management—backed by processes and tooling built for professional services environments.
  • You get one “go-to” contact: Instead of juggling multiple vendors and fingerpointing, you work through Tech4 to help coordinate and keep everyone aligned on outcomes.

The Net Result

With Tech4 + OneUp Managed IT, your firm gets:

  • A stable, secure IT environment built for how accountants and tax professionals actually work
  • Less time fighting fires and more time focused on clients, deadlines, and advisory work
  • Better alignment with security and compliance expectations, including FTC Safeguards and IRS-related requirements
  • A clear technology partner who understands your industry—and isn’t just guessing what a “busy season” looks like

In short, it’s managed IT that feels like part of your firm, with Tech4 making sure the technology, the vendors, and the support are all working in your best interest.