4.9 / 5 
- IT solutions built for the way accounting firms work
Data Protection for Accounting Firms
Protect sensitive client data without slowing down tax season or day-to-day work. Diamond IT helps accounting firms secure files, systems, backups, cloud apps, and user access with practical data protection built around compliance, uptime, and your workflows. Get a stronger security posture, clearer oversight, and fewer IT surprises when every deadline matters for your firm.
- 24/7 threat monitoring to protect confidential case files & client data
- 99.99% uptime gives accountants access to critical files anytime, anywhere
- Smooth integration with Lacerte, Ultratax CS, Thomson Reuters & more
- Nationwide IT support available
20
Years in Business
9.7/10
Client Satisfaction Rating
99.99%
Average Client Uptime
- The Diamond Transition
Turn IT chaos into a compliant, scalable system for your accounting firm
Your firm handles confidential tax records, payroll data, financial statements, and advisory documents every day. When protection depends on scattered tools or reactive support, risk grows fast. Diamond IT brings order with secure access controls, monitored backups, disaster recovery planning, and compliance-ready processes that scale with your people, offices, and busy season demands safely.
Get seamless onboarding
01
Backup Control
02
Access Management
Role-based permissions, MFA, and secure sign-ins reduce unauthorized access while keeping accountants, partners, and remote staff connected to the right systems during audits and tax season.
03
Compliance Support
Documented controls, reporting, and security alignment help your firm meet FTC, IRS, WISP, and client requirements without drowning in technical details or last-minute audit prep.
04
Vendor Oversight
We coordinate with tax, payroll, accounting, and cloud software vendors so integrations stay secure, updates happen cleanly, and support issues get resolved without finger-pointing or delays.
- Transition seamlessly to a fully managed IT environment
Diamond IT eliminated our need for in-house IT staff.
“Diamond IT eliminated our need for in-house IT staff. That was one of the main things we wanted when we contacted them.
The headache of owning and maintaining IT equipment is ridiculous. Diamond IT took that completely off our plate.
We had a file server from 2002 that started to fail. The cloud wasn’t an option until Diamond IT talked to us about security. They migrated our mature server with all our old data formats—a huge task I’m glad we didn’t have to handle ourselves.
At the end of the day, when you shut down your computer, you know your clients’ data is safe and secured. You don’t worry about the file server door being locked or the building AC staying on. You go home and sleep well knowing Diamond IT is taking care of everything.”
Jim Karp
Charles, Blank & Karp, LLP
- Full suite of Managed IT Services for accounting firms
The IT backbone your accounting firm needs to stay protected and productive
Your accountants need protected data, reliable systems, and fast access to the tools that move work forward. Diamond IT builds the backbone behind that work, from secure Microsoft 365 environments and endpoint protection to backup testing, access policies, and proactive monitoring. Your team stays focused on clients while your data stays controlled, recoverable, and ready for review.
- Stop ransomware, phishing, and credential theft before client tax data is exposed
- Protect email, endpoints, cloud apps, and remote logins with layered security
- Build a stronger security posture around FTC Safeguards, IRS expectations, and client trust
- Fast support for email, login, printer, software, and remote access issues
- Priority planning for tax season, filing deadlines, and other peak workload periods
- Helpdesk support from a team that understands accounting software, client deadlines, and billable time
- Align your systems with FTC Safeguards, IRS, SEC, FINRA, NIST, CIS, GDPR, SOX, and HIPAA needs where applicable
- Create and maintain policies, controls, and documentation, including WISP support
- Reduce audit stress with proactive monitoring, reporting, and compliance-focused IT reviews
- Secure client tax records, payroll files, financial statements, and long-term archives
- Control access with MFA, retention rules, encryption, and secure file sharing
- Make client data easier to store, find, and protect without overpaying for cloud storage
- Recover faster from ransomware, hardware failure, outages, and accidental deletion
- Back up critical tax software, servers, cloud data, and client files on a set schedule
- Build a recovery plan that protects billable time during filing deadlines
- Configure Microsoft 365 for secure email, Teams, SharePoint, OneDrive, and remote work
- Protect Microsoft 365 data with backups, MFA, conditional access, and user controls
- Improve collaboration without creating a mess of duplicate files, risky sharing links, and permission gaps
Discover how seamless IT can transform your firm’s efficiency & security
- Software support for Accounting Firms
IT support for the software your accounting firm relies on
Let us know what you’re looking for and see if we’re a good fit
Meet compliance requirements without the complexity
Compliance shouldn’t feel like a second job for your partners, controller, or office manager. We help accounting firms translate security requirements into clear controls, documented processes, and practical next steps. From WISP support and MFA to backup reports and vendor oversight, Diamond IT makes data protection easier to prove and maintain all year long.
IRS & FTI Data Protection
NIST Cybersecurity Standards
SOC 2 Reporting
FTC Safeguards
- Top accounting firms don’t gamble with their IT
Why accounting firms choose Diamond IT over competitors
Many IT providers can install tools. Accounting firms choose Diamond IT because we connect protection to how your firm works. We understand tax deadlines, long retention needs, remote access, compliance pressure, and specialized applications. You get proactive guidance, clear communication, predictable support, and a security program built for client trust, not generic checklists alone.
vs
Competitors
20 years in business
Less experienced
97% CSAT score
85% or less
97% client retention rate
90% or less
Live Technical support
Non-technical call center
80% 1st call resolution
70% or less
Specialized
Generalists
Protect your firm’s data, maximize uptime, and eliminate IT headaches
- CLIENT TESTIMONIALS
See what our clients are saying
- Don’t wait for a data breach to take action
Is my accounting firm really at risk of a cyberattack?
Accounting firms are prime targets for cybercriminals. Financial data is valuable, and attacks are costly – 55% of small businesses have already fallen victim to a cyberattack, and 8% of all cyber claims involve professional service firms, including CPA firms and practices. ¹
Our 24/7 cybersecurity monitoring, endpoint protection, zero-trust security framework, and other robust security measures keep your firm protected, so your clients’ trust stays intact.
Uncover hidden vulnerabilities before they become security threats
- Accounting firm industries we support
IT solutions built for every accounting area
Every accounting service area creates different data protection needs. Tax teams need secure document exchange. Auditors need controlled access and proof. Payroll teams need privacy. Advisors need reliable records. Diamond IT helps each department protect data, manage access, recover fast, and keep work moving across cloud, desktop, and line-of-business systems during every deadline cycle.
Tax Preparation
Protect tax documents, e-signatures, portals, and client uploads through secure access and reliable backups.
Audit & Assurance
Control audit files, evidence requests, and workpapers with permissions, monitoring, and recoverable storage.
Bookkeeping & Payroll
Secure payroll data, bank feeds, employee records, and recurring reports across daily workflows.
Business Advisory
Keep forecasts, models, and client plans protected while advisors collaborate securely anywhere.
Forensic Accounting
Preserve sensitive evidence, investigation files, and chain-of-access controls with stronger data safeguards.
Retirement Planning
Protect retirement projections, investment records, and personal financial data with secure retention.
Estate & Trust
Secure trust documents, beneficiary details, tax records, and long-term archives from loss.
Nonprofit & Government
Meet stricter reporting, grant, audit, and privacy needs with documented protection controls.
- Managed IT experts
Meet the Diamond IT team
Matt Mayo
CEO
Jon Fitrzyk
VP of Managed Services
Garret Ullal
Director of Platform Engineering & Strategic Automation
Cody Cooper
Strategic Services Manager
- Coast to coast, always close by
Serving clients nationwide
Whether your firm works from one office, multiple locations, or a hybrid model, Diamond IT supports accounting teams across the country. We bring national reach, mature processes, and responsive support to help protect client data wherever work happens. Your firm gets consistent standards, clear communication, and protection that scales as you grow with confidence.
West Coast Branch
-
Address:
8701 Swigert Ct. Bakersfield, CA 93311 -
Phone:
(661) 833-5600
Service area: Bakersfield, Encino, Tulare, Los Angeles
Midwest & Eastern Branch
-
Address:
9800 Crosspoint Blvd., Suite 200 Indianapolis, IN 46256 -
Phone:
(877) 716-8324
Service area: Indianapolis