White-glove CPA TechOps support before tax season breaks your workflow.
Remote-first technology support for CPA firms.
Microsoft 365, Google Workspace, TaxDome, Canopy, Karbon, client portals, e-signatures, scanners and PDF workflows, MFA, WISP controls, and safe AI automation.
Technology we deploy
Sound Familiar?
No WISP documented?
The IRS expects every tax preparer to maintain a Written Information Security Plan. We help you stand one up around IRS Publication 5708 guidance — documented, not improvised.
Drake or UltraTax acts up at the worst moment?
Generic helpdesks don’t know your tax stack. We help CPA firms with Drake, UltraTax, Lacerte, ProSeries, ATX, Canopy, TaxDome, and Karbon directly.
MFA / portal hygiene patchy?
Client portals, e-signatures, MFA, and access reviews tend to drift between tax seasons. We tighten the controls before season starts — not after an incident.
Workflows held together by humans, not automation?
PDF workflows, scanner setups, intake forms, and client follow-up shouldn’t depend on partner heroics. We design safe AI automation around the work you already do.
Software we know & support
Managed IT Services for Accounting Firms
One partner for all your technology needs — from daily helpdesk to strategic IT planning.
TaxScout Help Membership
Month-to-month, retainer-style TechOps support. Documented response targets, named point of contact, and a quarterly check-in. Scope confirmed in writing per engagement.
Tax Season TechOps Sprint
A focused, time-boxed sprint before tax season: software updates, scanner / PDF workflow checks, MFA hygiene, e-signature setup, and seasonal staff onboarding.
CPA AI Automation Sprint
Safe AI automation for the workflows your firm already runs — intake forms, document classification, summarization, internal Q&A. CPA stays in control of every output.
WISP Controls Implementation
Stand-up of the WISP controls described in your TaxScout WISP workflow. Built around IRS Publication 5708 guidance. Not legal advice, not a formal audit, not a guarantee of compliance.
Limited CPA Helpdesk Retainer
A capped block of helpdesk hours per month for the practice software you actually use — Drake, UltraTax, Lacerte, ProSeries, ATX, Canopy, TaxDome, Karbon, QuickBooks.
Client Portal Concierge
Done-for-you setup and tuning of your client portal: branding, document workflows, e-signature templates, intake forms, and partner / staff access reviews.
Why Accounting Firms Choose TaxScout
We only serve CPA & tax firms
Unlike generic MSPs that serve everyone from dentists to law firms, we focus on CPA, EA, bookkeeping, and tax practices. We already know your software stack and your deadlines.
Built around tax season
Sprints are scoped before January: software updates, scanner / PDF workflow checks, MFA hygiene, seasonal staff onboarding, and e-filing connectivity testing.
Scope written down up front
Every engagement is scoped in writing — what's included, what's not, and how response is handled. No surprise invoices, no vague managed-IT promises.
Adjacent to the TaxScout.AI product
TaxScout Help is part of the same team building the TaxScout.AI tax preparation product. Help clients get an inside view of where the product is heading and can opt into the design partner program.
Simple, Transparent Pricing
Scoped per package, written down up front
Pricing depends on the package, your firm size, and which practice software you use. We share specifics on the call.
Engagements are scoped in writing. Help Membership is month-to-month with 30-day cancellation.
Built for Accounting & Tax Professionals
Multi-partner practices with complex compliance needs
IRS-authorized professionals focused on tax resolution
QuickBooks & Sage experts managing client financials
High-volume seasonal filers needing peak reliability
Payroll processors and financial advisory practices
Whether you're a solo practitioner or a 20-person firm, we scale our services to match your needs.
Getting Started is Easy
Tax Season TechOps Call
30-minute call to walk through your current stack, pain points, and tax-season risks. No obligation.
Scoped engagement
We pick the right package — Help Membership, a TechOps Sprint, AI Automation Sprint, WISP implementation, helpdesk retainer, or Portal Concierge — and write the scope down.
Execute & hand off
We do the work remotely, document what we changed, and hand off to your team or stay on under the Help Membership.
IT Support is Just the Beginning
TaxScout Help clients get exclusive early access to our AI-powered practice management platform — the same tools that help top firms automate document processing, streamline client communication, and catch costly errors before filing.
AI Document Extraction
Auto-extract data from W-2s, 1099s, and K-1s. Stop keying returns manually.
Client Portal
Branded portal for document uploads, e-signatures, and secure messaging.
Smart Tax Review
AI-powered review catches errors and missing deductions before you file.
Practice Analytics
Real-time dashboards for revenue, utilization, and engagement tracking.
Frequently Asked Questions
Drake, UltraTax, Lacerte, ProSeries, ATX, QuickBooks (Desktop & Online), Sage, CCH, Thomson Reuters, Canopy, TaxDome, Karbon, and more. If your firm relies on it, we know it.
Ready before tax season hits?
Book a 30-minute Tax Season TechOps Call. We'll talk through your stack, your pain points, and which package fits.
Schedule a Tax Season TechOps Call
30 minutes. We'll walk through your stack, your tax-season risks, and which package fits. No obligation.
Book a Time