A newly licensed CPA launched her own practice with 3 staff members and needed IT that was secure, compliant, and ready for tax season from day one. Zevonix built the entire infrastructure from scratch.
Starting a CPA firm from scratch meant this practitioner needed everything — secure email, encrypted file storage, tax software integration, client portal, backup, and IRS compliance documentation. She had 8 weeks before her first tax season and no existing IT infrastructure. Getting it wrong would mean client data exposure or compliance failures.
🔍 Step 1: Discovery & Strategy
We met with the founder to understand her practice focus, client base, software requirements, and compliance obligations before designing anything.
🎯 Step 2: Tailored IT Solutions
We selected cloud-hosted infrastructure with encrypted storage, secure email, and a client portal — all designed to meet IRS data protection requirements.
🚀 Step 3: Implementation & Deployment
We deployed workstations, configured tax software, set up the client portal, and trained all staff in just 3 weeks — well ahead of the first tax deadline.
🛡️ Step 4: Security Fortification
We implemented IRS Publication 4557 compliance controls including encryption, access logging, multi-factor authentication, and a written security plan.
⚙️ Step 5: Ongoing Support & Optimization
We provide ongoing managed IT with priority tax-season support, annual compliance reviews, and proactive system health monitoring.
📈 Step 6: Growth & Innovation
The infrastructure is designed to grow. Adding staff or new service lines is fast and seamless with pre-built templates.
Zevonix delivered a complete, IRS-compliant IT environment in just 3 weeks — 5 weeks ahead of the first tax season deadline. The firm launched with encrypted communications, secure client portal, automated backups, and documented compliance policies. The practice handled 180 tax returns in its first season without a single technology issue, and the founder reported that clients frequently commented on the professional, secure experience.
Passed SEC examination with no deficiency findings across cybersecurity, data protection, email retention, and business continuity categories.
Complete compliance infrastructure deployed in 6 weeks — from zero documentation to examination-ready with all technical controls operational.
All advisor devices protected with BitLocker encryption and centralized key management, eliminating data exposure risk from lost or stolen devices.
SEC Rule 17a-4 compliant email archiving with immutable storage, supervisory review, and eDiscovery search capabilities deployed firm-wide.
Endpoint detection and response with round-the-clock monitoring, reducing mean time to detect threats from unknown (previously) to under 15 minutes.
Monthly phishing simulations and security awareness training reduced staff susceptibility from 35% to under 3% within 90 days.
Accounting Firm IT Case Study
IRS Publication 4557 outlines requirements including data encryption, access controls, secure document disposal, employee training, and a written information security plan. We implement all of these as part of our standard CPA firm setup.
Yes. We work with all major platforms — Drake, Lacerte, ProSeries, UltraTax, and others. We ensure your tax software is properly configured for multi-user access, secure data storage, and reliable performance during peak filing periods.
We set up a secure client portal where clients can upload tax documents, download returns, and sign engagement letters — all encrypted end-to-end. It’s easier than email and far more secure.
We provide priority support during tax season with guaranteed response times under 30 minutes for critical issues. We also pre-check all systems before the season starts to prevent foreseeable problems.
Absolutely. We designed the infrastructure to scale from 3 to 25+ users without major changes. Adding a new staff member takes us about 2 hours to provision with full access and security policies.
feedback
I can’t say enough good things about Zevonix. Their team is incredibly knowledgeable and responsive. They helped us streamline our IT operations, and the level of support we’ve received has been outstanding. They truly feel like a partner, not just a service provider.
We’ve had an incredible experience with Zevonix! Their IT security and support services have been a game-changer for our Nonprofit business. From the very beginning, they provided tailored IT solutions that perfectly matched our needs. The cybersecurity audit they conducted gave us peace of mind, and their proactive IT management keeps everything running smoothly. If you’re a nonprofit business looking for affordable cybersecurity services or managed IT support, we highly recommend Zevonix.
We’ve been working with Zevonix for several months now and they are simply the best locally owned IT company! They helped overhaul our outdated IT systems and made everything run faster and much more securely. Support is always prompt, professional, and easy to understand!! THEY ARE THE BEST!!!
Patrick provides outstanding and timely service and support for my company’s information technology needs. He has a great attitude and is always willing to dumb it down to be as helpful as possible for the non tech-savvy. I definitely recommend him.
Patrick has managed our company’s IT services for several years. He is very professional, extremely knowledgeable, and provides excellent customer service. Patrick is the only IT professional that I would recommend.
Zevonix provides fantastic IT services. Our business relies on smooth-running network and secure systems, and Zevonix has been instrumental in making that happen. Their team is proactive, professional, and quick to respond to any issues. They’ve helped us with everything from routine maintenance to strategic planning, ensuring our technology supports our business goals. We’ve seen a noticeable improvement in our efficiency and peace of mind since partnering with them. A top-tier IT service provider!
Zevonix built our new website for our transportation service in Palm Coast and also set up our IT services to keep our business running smoothly. Patrick and his team were professional, responsive, and made the whole process simple. The website looks fantastic, loads fast, and works perfectly on all devices. On top of that, their ongoing IT support gives us peace of mind knowing our systems are secure and dependable. If you need a local Palm Coast company for web design and IT services, Zevonix is the best choice!
Zevonix has been an incredible partner. As a solo tech expert, he delivers the kind of results you’d expect from an entire dev team — with none of the red tape. He listened to what I needed, asked smart questions, and turned it all into a system that’s helping our business scale and serve clients better. I can’t recommend him enough if you’re looking for someone who’s fast, thoughtful, and knows how to translate chaos into clean systems.
Working with Patrick is always a pleasure. He is professional, efficient, patient, proficient and thoughtful regarding your feelings. No question is a stupid question and he doesn’t make you feel like an idiot. He always gets the job done and is a complete joy to work with.
Field Experience
Successfully completed
Client Satisfaction
IT Certifications
Or Less Response Time
