IT Support for Accounting Firms in Brooklyn

Accounting and fiduciary firms hold exactly what attackers want: financial records, identities, and the authority to move money. Two Brooklyn engagements below show both ways firms work with us, full protection under management, and a clean one-time migration for a firm with its own IT.

Explore Accounting Firms IT Support

The short answer

NetSys provides IT support for accounting firms in Brooklyn, along with fiduciary and CPA practices: security stacks configured to the firm rather than left on defaults, ransomware recovery planning, cloud migrations with a clean cutover, and either full management or project work beside internal IT. Our only office is in the borough.

Two real Brooklyn engagements

A fiduciary firm protected; an accounting firm migrated

The first client is a 14-seat Brooklyn fiduciary firm whose matters carry substantial monetary value. The second is a Brooklyn accounting firm with its own internal IT team that needed a one-time move to the cloud done right.

The fiduciary firm needed its files defended and a real ransomware recovery plan — their exposure is measured in what they safeguard for clients, not in their own headcount. The accounting firm needed on-premises infrastructure retired and everything moved to the cloud without disrupting a working office.

What NetSys did

  • Fiduciary firm: Microsoft Defender, Barracuda, and Rapid7 deployed and configured specifically for the organization
  • Fiduciary firm: file protection and a ransomware recovery plan built around their obligations
  • Accounting firm: a planned OneDrive and Azure migration from on-premises, executed over a few weeks
  • Accounting firm: cybersecurity and ransomware recovery plan handed to their internal IT, with NetSys on call for larger-scale issues

The results, as measured since onboarding

  • Fiduciary firm: zero incidents and 100% uptime since NetSys came on board
  • Accounting firm: on-premises to cloud with a working plan and a clean cutover — and an ongoing relationship on the issues too big for one internal tech

Engagement led by Joel Baum · reported under our numbers methodology

From our client work

Work we have done for accounting firm clients

  • Accounting firms

    Corporate accounting firm

    Migration of 2 TB of business data to Azure, secure remote access for 42 employees, and backup and recovery configuration.

Client names are withheld. These examples were chosen for the work involved, not for where the client is, so none is presented as a Brooklyn client.

Brooklyn firms, borough-based support

Both engagements above are Brooklyn businesses supported from a Brooklyn headquarters. For a fiduciary or CPA firm, that means an engineer can be physically present for the conversations that shouldn't happen over a ticket — security reviews, tax-season readiness, the annual look at what's changed.

Everything else about how we serve the area, including coverage, on-site cadence and the honest answer about where our office is, lives on our Brooklyn location page.

The rules that apply

Rules a Brooklyn accounting firm's IT has to meet

FTC Safeguards Rule testing and response (16 CFR §314.4(d) and (h))

Tax preparers are financial institutions under the rule. It calls for continuous monitoring, or else annual penetration tests plus vulnerability scans at least every six months, and a written incident response plan. Firms with records on fewer than 5,000 consumers are exempt from those two provisions (§314.6), not from the rule.

Tax return information (26 U.S.C. §7216)

A preparer who knowingly or recklessly discloses or uses return information for any purpose other than preparing the return, without client consent or another exception, commits a misdemeanor, and §6713 adds a civil penalty of $250 per disclosure, up to $10,000 a year. Check where client data flows before connecting AI or marketing tools to it.

NY SHIELD Act (GBL §899-aa(2)(a))

If an authorized employee's inadvertent disclosure, such as a return emailed to the wrong client, is unlikely to cause misuse or financial harm, notice is not required, but the firm must document that determination and keep it five years. Above 500 affected New Yorkers, the Attorney General gets a copy within ten days.

Client confidentiality for licensees (8 NYCRR §29.1(b)(8))

For CPAs and other New York licensees, revealing personally identifiable client information obtained in a professional capacity without the client's prior consent, unless the law authorizes it, is unprofessional conduct. That is one more reason share links, mail forwarding rules and portal permissions get reviewed.

This is general information, not legal advice. Confirm your obligations with counsel.

Tax and accounting software we support around

Brooklyn accounting and fiduciary firms typically run a ledger, a professional tax suite and a client portal. We manage the workstations, sign-ins, Microsoft 365 and backups around them and deal with the vendor's support when the fault is inside their product.

  • QuickBooks
  • UltraTax CS
  • CCH Axcess
  • Drake Tax
  • Lacerte
  • SmartVault

Product names are their owners’ trademarks. We manage the devices, accounts and access around these applications and work with each vendor’s support; we are not a reseller or partner of them.

Common Questions

Accounting Firms in Brooklyn: FAQs

Do you work with firms that already have internal IT?

Yes — one of the two engagements on this page is exactly that. Their team runs the day to day; we executed the cloud migration, built the security and ransomware plan, and stay on call for anything larger than one person should carry alone. Co-managed arrangements like this are a standing NetSys service, not an exception.

What security stack does an accounting firm actually need?

Configured beats installed. For the fiduciary firm here that meant Microsoft Defender, Barracuda email protection, and Rapid7 — each set up for the firm's actual workflows and obligations rather than left on defaults. The IRS also requires a Written Information Security Plan for tax professionals; our WISP guidance covers what belongs in it.

Can you keep an accounting firm running through tax season?

That is the design constraint for everything we build in this vertical: migrations scheduled around deadlines, monitoring that catches failures before Monday morning, and recovery plans measured in hours. The fiduciary engagement on this page has run at 100% uptime since onboarding.

Who provides IT support for accounting firms in Brooklyn?

We do: NetSys is headquartered in Brooklyn, and it is our only office. We protect and manage accounting, CPA and fiduciary firms end to end, or take on projects such as a cloud migration while your own IT person runs the day to day. A 14-seat Brooklyn fiduciary firm we protect has had zero incidents since onboarding.

How much does IT support cost for a Brooklyn accounting firm?

Fees are set per user per month, with no public price list. What moves them: the number of staff and seasonal hires, workstations, the tax and document applications we support around, Safeguards Rule documentation, and on-site time. A one-time migration is quoted as a project. There is no long-term contract.

What should an accounting firm do in the first hour of a ransomware attack?

Disconnect affected machines from the network, keep them powered on for investigators, and call your IT provider before anyone pays or negotiates. Then follow the written incident plan: preserve logs, confirm clean backups, decide who contacts clients and insurers, and check notice duties under the FTC rule and New York law. Restores start from immutable copies.

Can we use AI tools with client tax data?

Only after checking where the data goes. Tax return information is protected by federal law, so a tool that stores prompts, trains on them or shares them may need client consent or be off limits. Approved tools should run inside your Microsoft 365 tenant with access limits, and we block the rest.

Is on-site IT support available in Brooklyn during tax season?

Yes. Brooklyn is where our office is, so on-site visits are part of ordinary service, and maintenance is planned around filing deadlines rather than during them. Most requests are solved remotely first. Response targets by severity are in the table on our managed IT services page, and on-site terms are written into each agreement.

Accounting Firms · Brooklyn

Scope IT support for your Brooklyn team.

Share the applications, deadlines and onsite requirements that matter to your business. We will discuss support, security and project responsibilities before agreeing a scope.