Disaster Recovery for CPA Firms

When tax deadlines hit, your data can’t go missing. Diamond IT helps CPA firms recover files, apps, and systems after outages, cyberattacks, or hardware failure. We build disaster recovery plans around your workflows, compliance needs, and busy seasons, so client work keeps moving and your firm stays ready for what comes next every single day.

Years in Business

9.7/10

Client Satisfaction Rating

99.99%

Average Client Uptime

Turn IT chaos into a compliant, scalable system for your accounting firm

Disaster recovery should not live in a dusty binder or a backup nobody has tested. For accounting firms, Diamond IT turns risk into a clear system with protected data, documented recovery steps, secure access, and proof that your firm can restore service when deadlines, audits, or client needs can’t afford a pause, even for a day.

Get seamless onboarding

Recovery Plan

Documented recovery steps help your firm restore tax files, audit workpapers, payroll data, and core applications without guessing during a disruption or vendor delays.

Backup Testing

Automated backup checks and restore tests confirm your critical data can be recovered before a real outage exposes gaps in the process or assumptions.

Secure Access

Role-based recovery planning keeps sensitive client records protected while giving authorized staff access to the systems they need after an incident or office closure.

Compliance Support

Clear documentation supports WISP, FTC Safeguards, cyber insurance, and client due diligence requests with evidence your recovery process is managed and reviewed regularly together.

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

Get expert IT support trusted by accounting firms like yours

The IT backbone your accounting firm needs to stay protected and productive

Your firm depends on more than backups. You need a recovery backbone that protects QuickBooks, CCH, Thomson Reuters, document portals, Microsoft 365, and the file structures your team uses every day. Diamond IT connects backup, security, monitoring, and restore planning so staff can keep serving clients with less downtime and fewer surprises during busy season.

Cybersecurity for Accounting Firms

IT Helpdesk Support for Accounting Firms

Compliance IT for Accounting Firms

Data Protection for Accounting Firms

Disaster Recovery for CPA Firms

Microsoft 365 for Accounting Firms

Discover how seamless IT can transform your firm’s efficiency & security

IT support for the software your accounting firm relies on

From installation to ongoing support, we keep your tax preparation, billing, and office software running at top efficiency. We talk directly with software vendors to fix issues, handle contracts, control licensing, and maintain your systems properly.

Let us know what you’re looking for and see if we’re a good fit

Meet compliance requirements without the complexity

Compliance gets harder when recovery plans live in scattered notes, vendor portals, and assumptions. Diamond IT helps CPA firms document how data is protected, how systems restore, and who owns each step. You get practical support for WISP, FTC Safeguards, retention needs, and audit questions without turning your partners into IT experts during client work.

IRS & FTI Data Protection

Meet federal requirements for handling tax-related client data and financial records.

NIST Cybersecurity Standards

Align your data practices with the NIST cybersecurity framework to improve data security.

SOC 2 Reporting

Prove data is handled securely with controls designed for client privacy and regulatory confidence.

FTC Safeguards

Follow financial and consumer protection laws to avoid penalties and reputation risks.

Why accounting firms choose Diamond IT over competitors

Most providers can sell backups. Fewer understand what happens when a CPA firm’s tax software, client portal, scanner workflows, and shared files all need to come back fast. Diamond IT combines strategic planning, responsive support, cybersecurity oversight, and accounting industry familiarity, giving your firm a recovery partner that thinks beyond the restore button and into operations.

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

See what our clients are saying

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

IT solutions built for every accounting area

Every accounting team carries different recovery risk. Tax staff need deadline uptime. Auditors need secure workpapers. Payroll teams need accurate files today, not next week. Diamond IT designs disaster recovery around each practice area, so your people know where data lives, how it restores, and what to do when systems fail or access disappears.

Tax Preparation

Restore tax software, e-file data, and client documents before filing deadlines turn into penalties.

Audit & Assurance

Protect workpapers, confirmations, and evidence trails with recoverable systems auditors can trust.

Bookkeeping & Payroll

Keep payroll records, bank feeds, and monthly close files available after outages.

Business Advisory

Recover dashboards, reports, and planning files needed for timely client guidance sessions.

Forensic Accounting

Preserve chain-of-custody data, case files, and investigation records through secure restore processes.

Retirement Planning

Protect client planning records, projections, and account documentation from downtime and data loss.

Estate & Trust

Restore sensitive trust documents, beneficiary records, and tax files with controlled access.

Nonprofit & Government

Support grant records, fund accounting data, and compliance files with tested recovery plans.

Meet the Diamond IT team

Behind every fast response and smart solution is a real person who understands your business. Our team combines technical know-how with industry experience to support your firm with care and clarity. We don’t hide behind tickets—we work alongside you.

Matt Mayo

CEO

Jon Fitrzyk

VP of Managed Services

Garret Ullal

Director of Platform Engineering & Strategic Automation

Cody Cooper

Strategic Services Manager

Serving clients nationwide

Diamond IT supports CPA firms across the country with disaster recovery planning built for professional service work. Whether your team is in one office, remote, or spread across markets, we help protect the systems behind client service, tax deadlines, audits, payroll, and advisory work with clear processes and dependable recovery support when disruption strikes.

West Coast Branch

Service area: Bakersfield, Encino, Tulare, Los Angeles

Midwest & Eastern Branch

Service area: Indianapolis