INVEST
IN THE RIGHT TECHNOLOGY
UTILIZE
YOUR TECHNOLOGY TO MAXIMIZE
AUTOMATE
YOUR PROCESS TO MAXIMIZE
GROW
YOUR FIRM TO ACHIEVE GOALS
You need the right technology that will help your accounting firm grow, but if you’re like most of our financial and accounting clients, you may be looking to improve IT processes and inefficiencies. This is where we step in to become your IT partner. Our industry-leading IT consulting, IT support, and managed IT services for CPA firms are dedicated to powering technology to empower accounting firms, CPA firms, and other businesses like yours.
Providing Managed IT Services for Accounting Firms and the Financial Industry Since 2006
We’ve built our business off of delivering Managed IT Services for CPA and accounting firms across the greater Philadelphia region since 2006. We are experts when it comes to the challenges facing accountants and CFOs who are seeking to deliver high value, secure solutions while maintaining an efficient, professional business model. It’s what we do, day after day, month after month, year after year… and we love doing it, too!
Why Choose KPI for your CPA + Accounting Firm
For accounting professionals, having a reliable computer system is vital for both efficiency and productivity. Over time, however, managing their own computers can quickly become extremely burdensome. At times, you might have multiple computer problems and have to constantly fix everything. For companies who provide accounting solutions, it’s often very tough to track down where IT problems even begin and when they pop up. We specialize in providing end-to-end managed services and IT solutions for accounting firms across the greater Philadelphia region and beyond. Our focus includes managing everything related to IT support and maintenance. We build solutions, train the people in our client’s companies, troubleshoot any issues that arise, and provide ongoing management.
Powering tech | empowering business
Hear from our Accounting, CPAs, and Financial Clients
“For Fidato Partners, there never was a Pre-KPI. We were a 3-person organization and the next call was to Brian Pickell at KPI because we knew we needed IT support even then.”
Fidato Partners, Berwyn, PA
Fidato Partners is a 10-year 125 person organization in business for two things: providing consulting services for information technology about financial applications (fintech) as well as outsourced accounting and risk management services, and we’ve been partnering with them the whole way.
Case Study:
Fidato Partners MS Intune Implementation
Tech Innovations Needed for a 150+ Man Team
Fidato Partners, now Eliassen Group, is a 10-year 125 person organization in business for two things: providing consulting services for information technology about financial applications as well as outsourced accounting and risk management services. Their varied services means they have a lot of skilled manpower in different fields like finance and recruiting, but with a large mostly-remote workforce, sometimes it can be difficult to manage devices. For security purposes, it is always good to have awareness of all devices that should or should not be connected to a company’s system. Not only that, but ideally, the Fidato team would be able to manage programs on devices as well.
Tools to Secure All Devices
Microsoft Azure and Intune
Registering each device (phone, tablet, and computer) for a team of over 150 people and then enabling device and application management policies is no small feat, especially when most of them aren’t even on the network! People tend to not realize how many devices are connected to work (for example, most phones are set up to receive company emails). Two programs working hand-in-hand was the best solution for Fidato: MS Azure allows KPInterface to create a digital directory for all active company users, while MS Intune allows Fidato to register devices outside the local domain and control which programs and applications are appropriate to run on each device. For such a large organization, it is imperative that they are able to secure network devices for security and IT peace of mind.
A Better Equipped Workforce with Configured Technology
IT Solutions for Protecting Your Accounting Firm — and Your Clients
Your clients put their trust in you. You need to ensure that their data and your technology are secure.
Accounting and financial firms are as technology-driven as any other business today. You face the same challenges that other enterprises do when it comes to keeping your IT infrastructure up, running, and secure.
Whether it’s keeping you up and running, maintaining your systems, helping you to be more productive, or keeping you secure from cyber threats, KPInterface has you covered with Financial IT Services.
What makes KPInterface different for Accountants?
Get a personalized technology spend budget template.
KPI’s process-driven approach to IT for accountants cultivates best practices and focuses on strategy. When we analyze your technology, we focus on how we can make it better. We’ll share the technical knowledge we have accrued over our 15 years in business so that you can better understand your technology and how it can be used to fuel your growth.
Compliance and Regulatory Adherence
Ensuring compliance with industry regulations is critical for CPA firms, and our managed IT services fare designed to support you in meeting these standards. We help you adhere to a wide range of regulations, including WISP, GDPR, SOX, SOC 2 Type 1, and SOC2 Type 2, by implementing robust security measures and maintaining thorough audit trails. Our services ensure secure data management, protecting sensitive information and reducing the risk of breaches. With our expertise, your firm can confidently navigate regulatory requirements, ensuring that all IT practices are aligned with the latest compliance standards. Our comprehensive solutions not only help you stay compliant but also enhance your operational efficiency.
Our Services
All of our services are customized for each client’s objectives, needs, and industry with the goal of long-term success.
Managed IT Services
Managed IT services provide CPA firms with proactive maintenance and monitoring, ensuring minimal downtime and optimal performance. By handling tasks like software updates, network management, and troubleshooting, firms can focus on core business functions while enhancing IT reliability.
Cloud Services
Cloud solutions offer CPA firms data accessibility and scalability. Cloud management services ensure secure and efficient operations. Relevant services include cloud-based accounting software and data storage, enabling remote access and seamless scalability.
Co-Managed IT Services
Co-managed IT services support CPA firms with in-house IT teams through a collaborative approach. This model provides specialized expertise, additional resources, and scalable support, enhancing IT capabilities without fully outsourcing.
Cybersecurity
Cybersecurity is essential for protecting sensitive financial data in CPA firms. Strategies like firewalls, encryption, and multi-factor authentication safeguard information. Ongoing security assessments are crucial to prevent data breaches and unauthorized access.
VoIP Services
VOIP services improve communication efficiency for CPA firms, reducing costs and offering features like call forwarding, voicemail-to-email, and video conferencing. Secure and reliable VOIP solutions ensure seamless client communication and collaboration.
Backup Disaster Recovery
A business continuity and disaster recovery plan is vital for CPA firms. These plans mitigate disruptions from natural disasters or cyber-attacks through regular backups and recovery simulations, ensuring data protection and preparedness.
Remote Work Solutions for Financial and Accounting Services
KPInterface offers comprehensive remote work solutions specifically designed for CPA, financial services, and accounting firms. Our financial IT services include secure cloud storage, providing safe and easy access to critical documents and client information. We ensure remote access, allowing your team to perform their tasks without interruption, regardless of their location. Our cybersecurity measures protect sensitive financial data, ensuring your clients’ information remains confidential and secure. Additionally, our solutions facilitate seamless collaboration and efficient communication among team members, enhancing productivity and enabling your firm to deliver exceptional service to your clients from anywhere. Whether you need to manage client accounts, conduct audits, or provide financial advice, our remote work solutions empower CPAs to operate efficiently and effectively in a remote environment.
