Managed IT Services for Tax Firms & Professionals
Integrity Tax Software provides specialized managed IT services designed to support tax firms and professionals with secure, reliable, and efficient technology solutions.
Simplify Your Tax Firm Operations with Managed IT Services
Running a tax preparation business means navigating complex data, evolving regulations, and tight deadlines—often across multiple systems.
At Integrity Tax Software, we help you build a secure and reliable IT environment so your business can operate seamlessly. Our managed IT services for tax firms simplify your entire workflow, support your essential software, and make tax season more efficient and less stressful.
Our Managed Services packages are designed to be comprehensive. For Pro, Pro Plus, and Platinum clients, they include key solutions such as line-of-business software, email services, backup and cloud storage, Microsoft Office, and virtual servers. By partnering with us, accounting firms can reduce the cost and complexity of maintaining an in-house IT department while gaining dependable, scalable technology support.
Access Your Tax Office Anytime, Anywhere
Imagine having complete access to your tax office from any device, anywhere in the world—that’s exactly what you get with Integrity Tax Software.
Our secure virtual server hosting is built for accessibility, productivity, and reliability, delivering 99.9% uptime. Whether you’re using a laptop, tablet, or smartphone, you and your team can log in anytime and work seamlessly without worrying about system crashes, power outages, or unexpected IT disruptions.
With our dedicated support team always available, you’ll have everything you need to make your next tax season your most efficient and successful yet.
Whether you utilize bank products or prefer collecting preparation fees upfront, we offer flexible managed service plans tailored to fit your business needs.
Managed Service Plans For Bank Product Offices (Billed Annually)
Designed for tax offices using bank products, this service offers a simple annual fee paid after tax season ends. You receive dedicated IT support tailored specifically for tax professionals, including seamless assistance with tax return processing and bank product management within your Integrity Tax Software—ensuring reliable support at every stage of your workflow.
MSP Pricing (Annually After Tax Season)
Managed Services Plans for E-File Offices (Monthly Billing)
Designed for tax offices that collect preparation fees upfront, this monthly managed services plan offers a flexible and convenient payment structure. It is ideal for firms focused primarily on tax return preparation and e-filing support, as well as new or growing offices that need reliable IT assistance while establishing and scaling their operations. The program provides professional IT support from day one, helping ensure a secure, stable, and efficient foundation for your business.
MSP Pricing (Monthly)
Ready for full and secure access to your tax office from any device, anywhere in the world?
Benefits of Managed IT Services for Tax Firms
Our comprehensive managed IT services are ideal for tax firms seeking reliable, secure, and scalable operations—especially during peak tax season. We act as a strategic technology partner, ensuring your systems run smoothly so you can focus on serving your clients and growing your business.
Security, Compliance & Data Protection
Protecting your clients’ sensitive financial information is at the core of everything we do. Our IT services are built to align with industry compliance and privacy standards while delivering layered security across your entire environment.
We provide:
Backup & Disaster Recovery (BDR):
A critical safeguard for your business continuity strategy, helping prevent data loss, security incidents, and unexpected network disruptions.
Automated Backups & Rapid Recovery:
Your data is continuously backed up and can be restored quickly, reducing downtime and ensuring client trust is never compromised.
Advanced Security & Remote Access Protection:
We include VPN access with every plan, enabling secure remote logins that replicate an in-office environment while maintaining strong protection against unauthorized access.
Essential Tools for Seamless Productivity
Our IT solutions for accounting and tax firms include the full Microsoft Office suite—Word, Excel, and Outlook—available with Pro, Pro Plus, and Platinum plans.
For these tiers, we also support Google Workspace (G Suite) setup, giving your firm a professional email domain and 30GB of secure cloud storage per user. This reduces additional software costs while ensuring reliable access to your data from anywhere.
In addition, our Remote Monitoring and Management (RMM) team continuously oversees your network infrastructure, including devices, servers, desktops, and mobile systems—ensuring performance, stability, and uptime.
Dedicated Support & Seasonal Readiness
Our IT support is designed specifically for tax and accounting environments, ensuring your systems stay aligned with the tools you rely on.
During tax season, when updates and software changes are constant, we ensure your systems remain fully updated and compatible—so your team can work without disruption during peak periods.
Every plan includes comprehensive technical support along with EFIN/PTIN assistance, helping keep your firm compliant and operational.
We also provide an Equipment Advisory Service (EAS), where our IT specialists review your entire setup before tax season and identify any potential weaknesses or upgrade needs.
To support ongoing professional development, we include a Tax Prep School voucher (40 hours) that can be applied toward any continuing education course at your convenience.
Benefits of Managed IT Services for Tax Firms
Our comprehensive managed IT services are ideal for tax firms seeking reliable, secure, and scalable operations—especially during peak tax season. We act as a strategic technology partner, ensuring your systems run smoothly so you can focus on serving your clients and growing your business.
Tax Products Group (TPG) - Bank Products
Santa Barbara Tax Products Group (TPG), based in San Diego, was formed in 2010 after the tax products division of Santa Barbara Bank & Trust was sold. Drawing on nearly two decades of experience in the industry, TPG focuses on delivering reliable customer support and competitively priced financial solutions.
Refund Advantage - Bank Products
Refund Advantage stands out for having launched the refund banking programs for two other national tax refund product providers. The company is focused on delivering an improved refund banking experience by offering a flexible program that allows users to tailor their accounts in multiple ways while maximizing their earnings.
Republic Bank Tax Refund Solutions
With more than 25 years of experience in the e-file industry, Republic Bank is a reliable provider of Refund Transfers* and Easy Advances**. Each tax season, millions of customers choose its Refund Transfer service to receive their refunds quickly and conveniently, with tax preparation and related fees deducted directly from the refund amount.
Why Choose Integrity Tax Software?
Cloud-Based Convenience
Access and manage client files from anywhere, eliminating the need for a physical office.
Flexible Software Options
Choose between Cloud-Based Convenience for remote access from anywhere or Desktop Software for in-office operations, giving you the flexibility to work the way you prefer.
Time-Saving Automation
Streamline processes with digital signatures, a document manager, and paperless technology.
Expanded Client Reach
Work with clients nationwide without geographical limitations.
Enhanced Security & Accuracy
Safeguard taxpayer data while ensuring precise and compliant tax filings.
Comprehensive Tax Form Support
Handle 1040 forms, Schedule C, and other essential tax documents with ease.
Managed IT Service FAQs
Our comprehensive managed IT services are designed to streamline your entire operation while supporting your most critical software needs. We strengthen your IT infrastructure to ensure your business runs efficiently and without disruption. Our packages include essential tools such as line-of-business software, email services, cloud storage, Microsoft Office, virtual servers, and more.
By partnering with Integrity Tax Software, you can eliminate the cost and complexity of maintaining an in-house IT department. Our managed services are reliable, secure, and fully scalable—giving you peace of mind and allowing you to focus on growing your business.
Yes, we provide advanced virtual server solutions that allow you to access your tax office from anywhere. Our secure hosting platform delivers an industry-leading 99.9% uptime, ensuring consistent access whenever you need it.
Our services are built around strict compliance and data privacy standards, offering a multi-layered approach to security. Key protections include:
- Backup and Disaster Recovery (BDR): Ensures your data is securely backed up and quickly recoverable when needed.
- Anti-Virus Protection: Included in every plan to detect, prevent, and eliminate online threats.
- VPN (Virtual Private Network): Enables secure remote access, allowing you to work safely from anywhere as if you were in the office.
Pro, Pro Plus, and Platinum plans include a full suite of productivity tools to keep your business running smoothly, such as:
- Microsoft Office Suite
- Professional Email Setup
- Secure Cloud Storage