Tax Season Pressure
Downtime in March and April costs billable hours you cannot recover. A failed workstation or slow file server during filing season puts every return at risk.
Industries · Accounting firms
Managed IT Services & IT Support for Accounting Firms
Secure, compliant, tax-season-ready IT for CPA firms, bookkeepers, and finance teams across Toronto and the GTA.
- Serving the GTA since [YEAR]
- Microsoft Certified
- Toronto & Markham offices
Sun IT Solutions has been a key partner in the launch of our integrated ERP system. The professionals at Sun IT Solutions took the time to understand our various business segments and our unique IT needs. They have worked with us to develop a professional service plan that helped streamline our business processes and prepare us for the future.
Paul McCracken, CPA, CA
CFO & Director of Business Development
The challenge
The Challenges Accounting Firms Face
An accounting practice runs on trust, deadlines and confidential client data. When technology gets in the way, the cost is measured in billable hours, client confidence and compliance risk.
Client Data Confidentiality
SINs, financial statements and completed tax returns are prime targets for cybercriminals, and a breach of that data can end client relationships.
Phishing & Wire Fraud
Fake CRA notices and invoice fraud are written specifically for accounting staff. One convincing email can redirect a client payment or expose a mailbox.
Professional & Privacy Obligations
PIPEDA and CPA Ontario expectations require reasonable safeguards around client information, which means documented, auditable controls.
Remote & Hybrid Work
Staff need secure access to client files from home and from client sites, without copying sensitive data onto personal devices.
Software That Must Just Work
Tax, audit and practice management applications need the right versions, the right network paths and printers that behave when a deadline is hours away.
What we do
Our Managed IT Services for Accounting Firms
One accountable team for the desk-side support, the software, the security and the backups — so your partners can focus on clients, not tickets.
Managed IT Services
Monitoring, patching and maintenance for your workstations, servers and network, with a named team that knows your practice.
Learn moreHelp Desk & Remote IT Support
Call, email or message a real technician. Remote fixes first, with on-site support from Toronto and Markham when hardware needs hands.
Learn moreCybersecurity & Email Security
Endpoint detection, MFA, email filtering and phishing protection tuned for the CRA and invoice fraud your staff actually receive.
Learn moreBackup & Disaster Recovery
Encrypted, versioned backups of client files and practice data, with restore tests so a bad day never becomes a lost filing season.
Learn moreMicrosoft 365 Management & Security
Tenant administration, licensing, MFA enforcement, sensitivity labels and data loss prevention across Outlook, Teams and SharePoint.
Learn moreCloud Services & Microsoft Azure
Move file servers and line-of-business applications to Azure or a private cloud with a plan that suits your software and your partners.
Learn moreSage 300 ERP Support
Hosting, performance, upgrades and user administration for Sage 300 environments, including access for remote and seasonal staff.
Learn moreCybersecurity Awareness Training
Short, practical phishing and data-handling training for your team, with simulated tests and simple reporting for the partners.
Learn moreTax season ready
Tax Season Ready, Before the Season Starts
We treat filing season as an infrastructure event. In the weeks before it begins we check every workstation, scanner and printer, test the software updates your vendors release, and confirm the network and remote access can carry the extra load. During the season your firm sits in a priority queue, so a locked scanner on a filing deadline is answered before routine work.
- Proactive pre-season health checks across workstations, servers and network
- Priority support hours during tax and filing season
- Workstation, scanner and printer readiness checks
- Software update testing before vendor deadlines, not after
- Capacity planning for seasonal staff and temporary licences
Software
Software We Support
We support the applications your practice runs every day, on workstations, servers and in the cloud.
- Microsoft 365
- CaseWare
- CCH iFirm
- TaxCycle
- Taxprep
- QuickBooks
- Xero
- Sage 50
- Sage 300
- Adobe Acrobat
- Document management
- Secure client portals
Don't see your application? We work directly with your software vendors so you don't have to.
Data protection
How We Protect Your Clients' Data
Client information is only as safe as the weakest control around it. We layer practical, documented safeguards across every device, account and file.
- Multi-factor authentication on email, remote access and client portals
- Endpoint detection and response on every workstation and server
- Email filtering and phishing protection before messages reach staff
- Encrypted, off-site backups with tested restores
- Secure file sharing and client portals instead of email attachments
- Microsoft 365 data loss prevention and sensitivity labels
- Dark web monitoring for exposed firm credentials
- 24/7 monitoring with a real technician on every alert
Why us
Why Accounting Firms Choose Sun IT Solutions
You are hiring judgement as much as tooling. Our team is local, responsive and used to the way a public practice actually runs.
Fast response from real technicians
No scripted triage queue. You reach a technician who can fix the problem, and urgent filing-season issues come first.
Proactive, not reactive
Monitoring, patching and health checks catch failing drives, full backups and expired certificates before a deadline does.
Microsoft-certified expertise
Certified engineers in Microsoft 365 administration and information security, backed by Microsoft Solutions Partner status.
Local GTA team
Offices in Toronto and Markham mean on-site support in the GTA when a partner needs hands on the machine.
By the Numbers
The day-to-day reality of working with our team — measured, not promised.
- 15 sec
- Average wait to reach a technician
- 91%
- Issues resolved on the first call
- 99%
- Clients who stay five years or longer
- 63+
- Managed clients across Canada
How we work
How Onboarding Works
Planned around your filing calendar, so nothing critical changes in the middle of tax season.
- 1
Free IT & Security Assessment
We review your workstations, servers, backups, email security and software versions, and report plainly on the risk.
- 2
Custom IT Plan
A written plan with flat monthly pricing, priorities and a timeline that fits your practice.
- 3
Smooth Onboarding
Accounts, devices and software are documented and moved across in stages — scheduled outside tax season where possible.
- 4
Ongoing Support & Quarterly Reviews
Help desk, proactive maintenance and quarterly reviews covering licences, hardware refresh and next season's capacity.
More clients
What Our Clients Say
We are extremely happy with the service we receive from the staff at Sun IT Solutions. They are quick to respond to any issues or questions we have and Lloyd always offers solutions so that the same problems don't arise again. Thank you to Lloyd and his team. We can focus on our business while they take care of our IT needs.
Kevin Stanley
President, Skyreach Window Cleaning Inc.
FAQ
Managed IT for Accounting Firms – FAQs
Still unsure what your practice needs? Call 416-479-0505 and we will talk it through in plain English, without the sales pitch.
What managed IT services do accounting firms need?
At minimum: a monitored help desk, patching and maintenance for workstations and servers, endpoint and email security, and encrypted backups with tested restores. Most practices also need Microsoft 365 administration, secure remote access for hybrid staff, and support for tax and practice management software. We package those into one flat monthly plan sized to your team.
How do you keep our client financial data secure?
We apply layered controls rather than a single product: multi-factor authentication, endpoint detection and response, email filtering and phishing protection, least-privilege access to client folders, sensitivity labels and data loss prevention in Microsoft 365, and encrypted backups held off-site. Access is logged and reviewed, and we document the controls so you can answer client and insurer questions.
Do you offer priority support during tax season?
Yes. From February through the filing deadlines, accounting clients move into a priority queue for workstation, scanner, printer and software issues. We also run pre-season health checks and test vendor software updates before they reach your staff, so fewer problems appear during the season at all.
Can you support our tax and accounting software?
We support CaseWare, CCH iFirm, TaxCycle, Taxprep, QuickBooks, Xero, Sage 50 and Sage 300, Adobe Acrobat, document management platforms and secure client portals. That covers installation, version control, network and printer paths, and coordinating with the vendor when something breaks. If you run a specialist application, we work with the vendor directly on your behalf.
Do you provide on-site support in Toronto and the GTA?
Yes. Our Toronto and Markham offices support firms on-site across Toronto, Markham, Richmond Hill, Vaughan, North York, Mississauga, Brampton, Oakville, Burlington, Hamilton, Stouffville and the wider GTA. Remote support is available first for speed; a technician is dispatched when hardware or a partner's machine needs hands.
How much do managed IT services for an accounting firm cost?
Pricing is per user, per month, based on team size, the number of servers and locations, and how much software and security administration you need. A small practice is usually in our Essentials tier, while a multi-partner firm running Sage 300 or hosted tax software needs the tier that covers server and application management. We quote a flat monthly figure after the free assessment, with no per-ticket billing.
Service Areas
Supporting accounting firms in Toronto, Markham, Richmond Hill, Vaughan, North York, Mississauga, Brampton, Oakville, Burlington, Hamilton, Stouffville and across the GTA.
Ready for IT That Works as Hard as Your Firm?
Book a free IT and security assessment and find out what is putting your client data and your filing season at risk.