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TECNICODESK

Based in Denver, serving the Denver metro area

IT support for accounting

IT Support for Accounting Firms in Denver

Security-first managed IT for Denver CPA, tax, and bookkeeping firms. Client financial data protected, Safeguards Rule controls documented, and IT that holds up in tax season.

Accounting firms hold exactly what criminals want: Social Security numbers, bank details, and the ability to redirect payments. Regulators know it. The FTC Safeguards Rule and IRS Publication 4557 expect tax professionals to run real security programs, not just antivirus. Tecnico Desk, based in Denver, gives Denver-area firms managed IT with those controls built in and documented.

Compliance

Built around the FTC Safeguards Rule and IRS Pub 4557

Tax preparers are financial institutions under the Safeguards Rule. That means documented controls, not good intentions.

Written security plan foundation

We implement and document the technical controls behind a written information security plan: MFA, encryption, access management, monitoring, and incident response basics.

Evidence you can show

Controls are documented as you go, so Safeguards Rule reviews, insurer questionnaires, and client due-diligence requests get answers instead of scrambling. See cyber insurance readiness.

Honest scope

We implement and evidence controls and work alongside your compliance advisor. We do not sell certifications or compliance stamps. No honest IT provider can.

What is included

What Denver accounting firms get

Managed IT scoped to how a CPA or tax practice actually runs, co-managed or fully outsourced.

Help desk support that respects deadline pressure

Coordination with QuickBooks, tax software, and hosting vendors

Email fraud protection against client payment redirection

Secure client file exchange instead of email attachments

MFA and access reviews across Microsoft 365 or Google Workspace

Onboarding and offboarding for seasonal staff

Backup and recovery readiness for client records

Cyber insurance readiness evidence for applications and renewals

Not sure where your firm stands? Start with a Tecnico Ready security review. You get a prioritized findings list before committing to anything ongoing.

How it works

What an engagement looks like

No case studies or client names here. This is the process every accounting firm goes through and the documents it produces, so you can judge the work before you commit.

How an engagement starts

The same six steps, in the same order, for every client. See the first 30 days for the day-by-day version.

  1. 1

    Security Fit Call

    A short call to understand your accounting firm, your current IT setup, and what brought you here. Free, no pressure.

  2. 2

    Proposal and scope

    A written scope and price before any work starts. Larger or higher-risk environments are scoped after a Tecnico Ready review.

  3. 3

    Environment access and discovery

    Least-privilege administrative access, documented as we go, and an inventory of users, devices, sharing, and email settings.

  4. 4

    Security review delivery

    The Tecnico Ready findings, explained in plain English, with the fixes ranked by risk.

  5. 5

    Remediation and hardening

    The highest-priority gaps are fixed as a scoped project, not folded into a monthly fee.

  6. 6

    Steady state and first report

    Ongoing monitoring and support begin, with a monthly executive summary you can read without an interpreter.

What the security review delivers

Every Tecnico Ready review produces the same four documents. They are yours to keep whether or not you continue with us.

  • Risk summary

    Where your accounting firm is exposed today, in plain English.

  • Priority findings

    The highest-impact issues ranked by risk so you know what to address first.

  • 30-day action plan

    A practical plan focused on the changes that reduce the most risk in the first month.

  • Security improvement roadmap

    A longer-term view of what to improve over time as your security posture matures.

Founder-led

Tito Marcos founded Tecnico Desk after nearly 20 years in IT across financial services, construction, government, and professional services. You work with the people who built the service, not a ticket queue.

Confidentiality controls

We sign confidentiality agreements, follow least-privilege access so our staff only touch what a task requires, and log administrative work. Access is documented from day one.

Honest scope

We implement and evidence controls and work alongside your compliance advisor. We do not give tax or legal advice, and we do not sell certifications or compliance stamps. No honest IT provider can.

Tecnico Desk LLC, 1905 Sherman St #200, Denver, CO 80203. (983) 223-1422. On-site across the Denver metro, remote support nationwide.

Reliability

Tax season does not wait on IT

A down workstation in July is an annoyance. A down workstation on April 10 is lost revenue and missed deadlines. We plan capacity, response expectations, and change freezes around your filing calendar, agreed in writing before peak season, not negotiated during it. Day-to-day support runs on our Denver managed IT services, and Tecnico Defend adds dedicated security monitoring with monthly reporting your partners can actually read.

FAQ

Frequently asked questions

Can you help with the FTC Safeguards Rule and IRS Publication 4557?

Yes. We help you implement and document the technical controls those frameworks expect: a written information security plan foundation, MFA, encryption, access reviews, monitoring, and incident response basics. We work alongside your compliance advisor; we implement and evidence controls rather than issue certifications.

Do you support tax and accounting software?

We manage the IT foundation your software depends on and coordinate directly with vendors of QuickBooks, tax preparation suites, and hosted application environments, so your staff are not stuck in the middle of support calls.

What happens during tax season?

We plan for it. Capacity, response expectations, and change freezes during peak filing periods are agreed in advance in the service agreement, so January through April does not become a gamble.

Can you secure how we exchange files with clients?

Yes. We help firms move off email attachments to secure portals and properly configured Microsoft 365 or Google Workspace sharing, and we review external sharing settings so client financial data is not exposed.

What size accounting firms do you support?

Our sweet spot is Denver-area CPA, tax, and bookkeeping firms with roughly 10 to 75 employees on Microsoft 365 or Google Workspace.

The platforms your practice already runs

Tax season leaves no room for an IT provider learning your stack in January. We secure the identity, access, device, and data layer around these platforms and coordinate with the vendor or host when something needs changing on their side.

  • Tax preparation: Drake, Lacerte, UltraTax, ProSeries, and similar packages, including hosted deployments
  • Bookkeeping and accounting: QuickBooks Desktop and Online, Xero, and Sage
  • Practice management and workflow: Karbon, Canopy, and document portals
  • Email and collaboration: Microsoft 365 and Google Workspace, including client file exchange
  • Client portals and e-signature tools used to collect source documents

We are an IT and security provider rather than a reseller or implementation partner for these products. What we own is the security around them: who can sign in, from what device, with what data access, and what is logged.

Two things Denver practices ask about most: IRS WISP requirements under the FTC Safeguards Rule, and the clock in Colorado breach notification requirements if client data is ever exposed.

Protect client data. Sail through tax season.

Book a Security Fit Call, a short, plain-English conversation about your firm’s environment, Safeguards Rule posture, and whether we are a fit. No pressure to switch providers.

Booking opens our Microsoft Bookings calendar in a new tab. No pressure, no obligation.