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Managed IT Services for CPA Firms

In today’s accounting world, firms rely on technology daily to serve clients, manage records, and deliver results on time. From tax preparation software and secure client portals to financial databases and collaboration tools, every system must work reliably. That’s why many firms turn to managed IT services for cpa firms to keep operations secure, efficient, and worry-free. When networks run smoothly and systems are protected, accountants can focus on their clients and the numbers,  not fixing technology. A dependable IT partner helps prevent problems before they happen and keeps everything running with confidence and clarity.

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Full Service Help Desk.

Our local, technical team handles 10,000 tickets per year from hundreds of customers and we enjoy a positive 
client satisfaction rating of 97%. 

You can submit requests by phone, email, portal or agent. Walker ensures timely response and complete follow-through; no tickets are dropped in our system! Come experience true High Tech, Human Touch.

Why CPA Firms Need Tailored IT Support

CPA firms are different from most businesses. You handle highly confidential financial data, operate on seasonal deadlines, and depend on specialized software to do your work. Even a short technology interruption can slow productivity, delay filings, or disrupt client service.



Many accounting teams wear multiple hats, which means tech issues often fall on staff who are already stretched thin. Without reliable IT oversight and support, simple technical situations,  like slow performance or lost files, can quickly become serious challenges.


That’s where structured managed IT services for cpa firms make a real difference. With technology monitored and maintained continuously, you reduce the risk of unexpected downtime so your team can focus on serving clients instead of troubleshooting problems.

When systems are dependable, work flows more smoothly, deadlines are met predictably, and everyone feels more confident,  from accountants to firm leadership.


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Comprehensive IT Services That Keep Firms Moving

Accounting firms have many layers of technology, from workstations and servers to secure client portals and cloud collaboration tools. A scattered approach to tech support can leave gaps, slow performance, or open security risks.



The Walker Group offers comprehensive services that bring everything together into one coordinated strategy:


Network Monitoring & Performance Support

Your firm depends on fast access to financial systems, shared drives, and cloud services. Continuous monitoring helps detect performance issues before they cause disruption. Stable connectivity means your team can access everything they need when they need it.


Help Desk & Responsive Technical Support

When issues arise, fast help matters. The Walker Group’s support team is ready to assist, so your staff isn’t left waiting for slow or frustrating replies. Prompt, friendly help keeps work flowing.


Cybersecurity and Risk Protection

CPA firms manage highly sensitive data that must remain secure. Cyber threats are real, and protecting your systems and client information is essential. Security measures help prevent unauthorized access, malware infections, and data leakage.


Data Backup & Disaster Recovery

Even the best systems can fail if backups aren’t in place. Secure backup and recovery services ensure your records are protected and easily recoverable if something goes wrong,  whether due to hardware issues or human error.


Cloud Solutions & Collaboration Tools

Cloud-based platforms make team collaboration and remote access easier. We manage cloud services to keep operations efficient, secure, and easy to use.


Hardware and Software Management

Everything from powerful workstations to the software your team uses daily needs ongoing support. Updates, patches, and general maintenance help extend lifecycle performance and reduce unexpected breakdowns.

By consolidating these services into one managed plan, your firm gains stability and a single clear point of accountability.

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We don't make you hassle with a call center operator asking you a scripted list of tasks you've already tried. No matter how you submit a ticket, they go right into the queue for engineers to start working on your behalf. 

And we've got you covered for a long list of issues:

We don't make you hassle with a call center operator asking you a scripted list of tasks you've already tried. No matter how you submit a ticket, they go right into the queue for engineers to start working on your behalf. 

And we've got you covered for a long list of issues:
  • Workstation performance issues
  • Server, network and internet outage triage
  • Remote access and mobile device issues
  • Virus/Malware triage
  • New user ID creation
  • End-user account management
  • Server/workstation hardware troubleshooting
  • Operating system and software troubleshooting
  • Switches, routers, firewalls
  • Printer problems
  • Email and SPAM issues
  • Firewall port and web filter adjustments
  • File restores
  • ...and MANY more

What Our Clients Say


"A lot of work was done on Walker's behalf to get Dell involved to fix the issue!"


-Ellington-based, Manufacturing Organization

What Our Clients Say


"Fast, professional and asked if there was anything else while on the phone with me." 


-Torrington-based, Retail Organization

What Our Clients Say


"Walker has demonstrated to be a reliable business partner for us. We have had bumps along the way – on both sides – but the service and dedication from walker has increased every single time. Thank you for all that you do for us – from the most minute of issues to major meltdowns."


-Glastonbury-based Professional Services


Proactive IT That Reduces Downtime and Headaches

Waiting until something breaks is not an effective strategy,  especially in firms where client deadlines matter and peak seasons are intense. A reactive approach often leads to rushed fixes, unexpected costs, and unnecessary stress.



Managed IT services for cpa firms, taking a proactive approach that helps prevent issues before they disrupt your work.


Through ongoing monitoring, regular health checks, software updates, and performance tuning, technology stays ahead of common problems. By catching small performance dips or outdated components early, you reduce the chance of bigger issues later.


Proactive support means:


  • Fewer surprises during tax season

  • Higher system reliability

  • Enhanced staff confidence in technology

  • More predictable budgeting for IT support

  • Reduced need for emergency fixes

Instead of trying to “put out fires,” your team can focus on delivering excellent service to clients. Technology becomes an asset,  not a daily distraction.


At The Walker Group, we emphasize consistent oversight and long-term stability, helping firms avoid interruptions and stay productive every day of the year.

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Security That Protects Your Firm and Your Clients


For accounting firms, security is not optional; it’s essential. Your clients trust you with sensitive financial information, and protecting that trust means protecting their data.


Cyber threats continue to evolve, and accounting firms are frequent targets because of the value of the data they hold. From phishing attempts to ransomware attacks, risks are real and ongoing.

Our approach to security includes:


Strong network defenses


Controlled access permissions


Routine software updates


Data encryption


Security awareness best practices


Regular backup testing


Security isn’t a one-time setup; it’s an ongoing effort. Proper management helps protect client records, internal documents, and financial workflows without making things complicated for your team.



Reliable managed IT services for cpa firms help reduce risk, maintain compliance, and give firm leadership peace of mind. When everyone knows systems are protected, your team can work with confidence and focus on what matters most: your clients.

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Strategic Planning and IT Roadmaps for Growth


Technology shouldn’t be a barrier to growth; it should enable it. As your accounting firm evolves, your IT strategy needs to keep pace. Whether you’re adding new staff, expanding service offerings, or upgrading software tools, thoughtful planning ensures smooth transitions.

Strategic IT support helps firms:


Evaluate current systems

Identify performance gaps

Plan for upgrades

Budget for future needs

Integrate new tools effectively.

Rather than making last-minute or rushed decisions, firms benefit from a clear technology roadmap. This helps ensure technology investments deliver value and align with your business goals.

The Walker Group works closely with firm leadership to understand current needs and future aspirations. We focus on communication that’s clear, practical, and aligned with your firm’s everyday realities.

With properly managed support, your technology becomes a reliable foundation for innovation, productivity, and long-term success.

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FAQs

Frequently Asked Questions

  • How do managed services reduce downtime?

    By proactively monitoring systems and addressing issues before they grow, managed services help avoid unexpected outages and interruptions,  especially during critical times like tax season.

  • Can this help protect sensitive client data?

    Absolutely. Security is at the heart of managed IT services, including protecting confidential financial records and safeguarding client files from cyber threats.

  • Is this support scalable as our firm grows?

    Yes. Managed services are designed to grow with your firm, supporting additional users, devices, and software platforms without disruption.

  • What if we already have internal IT staff?

    Managed services can enhance internal teams by providing additional expertise, oversight, and round-the-clock monitoring that internal staff may not always provide alone.

  • How do I get started with managed IT services?

    The first step is an assessment of your current systems and needs. From there, a customized plan is built to support your firm’s goals, budget, and technology requirements.

20 Waterside Drive

Farmington, CT 06032

Phone: (860) 678-3530

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What Our Clients Say


"Dylan was awesome, very patient with me and we worked through said problem together. THANK YOU"

What Our Clients Say


"Chandler was able to understand the issue, investigated a solution, and corrected the problem in a timely manner. Thanks!"

What Our Clients Say


"Javier is great to work with!

He responds quickly, is very knowledgeable and always takes the time to communicate clearly with us.

He is kind and patient with all users, regardless of individual competencies."