accountIT.ai keeps your tech simple so your firm can focus on clients.
Get clear answers faster, keep your systems stable, and have a single place to go when you need help. AI tools and remote IT support designed around the way accounting firms work.
No long sales process. You bring the firm, we bring the tools and support.
accountIT.ai gives your firm a clean front door for AI tools and tech support. Your staff use the research assistant for quick answers and call on remote support when something breaks.
What you get from day one
A simple setup that gives your staff one place to go for AI tools and support.
Tax research assistant
Ask tax and workflow questions in plain language. Get concise answers backed by source material.
This feature is in closed testing and will open soon.
On-demand support
When a session freezes or a scanner stops working, start a remote session and get direct help.
Automation tools
Planned tools include PDF intake helpers, calculators, and small automations that cut busywork.
Security for small accounting firms
Firms handle sensitive tax data every day. Staff, software, and vendors all touch that data. accountIT.ai is built by someone who spends their time inside that mix.
Practical security
Focus on basics that matter most: secure Remote Desktop, MFA, VPN access, patched servers, and clean backups that actually restore.
Accounting-specific
Security work is shaped by real tax workflows, not generic office networks. The goal is to protect data without slowing staff down.
Help with compliance
Many firms are still catching up to written policies and data security plans. accountIT.ai can help firms move closer to industry guidance.
Free data security plan template
Get a starter data security plan template built for small accounting firms. It is a simple way to start putting your approach in writing.
What this template is
A short starting point for spelling out how your firm handles access, backups, remote work, and vendor connections.
It is not legal advice, but it gives your firm a concrete document to update as you upgrade your systems and controls.
Built by someone inside a CPA firm
accountIT.ai is run by an IT specialist who supports a mid-sized CPA firm every day. The tools and support are shaped by live tax season pain, not theory.
Understands your tech stack
Remote Desktop, UltraTax, Practice CS, QuickBooks, VPN, Teams, printers, and scanners. The service is tuned around this mix.
Focused on small firms
You get direct help instead of tickets that sit in a queue. Sessions are sized around firms with a lean staff.
Growing with you
As new tools are added, your staff keep the same front door and login. No extra portals or random links.