Microsoft 365 for Accounting Firms

Keep your accounting firm secure, organized, and ready for every deadline with Microsoft 365 support built around your workflows. Diamond IT helps CPA firms, tax teams, and advisory groups use Microsoft 365 for safer email, smoother file sharing, better collaboration, and simpler compliance, without adding more work to your plate.

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

Accounting firms run on speed, accuracy, and trust. When Microsoft 365 isn’t set up correctly, your team deals with messy permissions, risky file sharing, scattered communication, and compliance gaps. Diamond IT turns your Microsoft 365 environment into a secure, structured system that supports busy season, remote work, client service, and long-term growth.

Get seamless onboarding

Secure Access

Control who can view, edit, and share client files with Microsoft 365 permissions, MFA, and identity tools built for accounting workflows.

Email Protection

Reduce phishing, spoofing, and malware risks with Microsoft 365 security settings that help protect sensitive tax, payroll, and financial data.

Cloud Collaboration

Help partners, staff, and remote teams work from one secure place with SharePoint, Teams, OneDrive, and managed file sharing.

Compliance Support

Align Microsoft 365 with FTC Safeguards, WISP, retention, and cybersecurity requirements without forcing your team to manage every setting.

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

Microsoft 365 should do more than host email. It should help your accounting firm protect client data, manage access, reduce downtime, and keep work moving across every department. Diamond IT configures and supports Microsoft 365 so your people can collaborate, meet deadlines, and serve clients without fighting confusing tools or risky workarounds.

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

Your firm handles tax records, payroll details, financial statements, and client documents that require serious protection. Diamond IT helps configure Microsoft 365 around compliance needs like FTC Safeguards, WISP policies, retention rules, MFA, and secure access. You get a cleaner path to stronger controls without turning your partners or staff into IT administrators.

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

Accounting firms choose Diamond IT because we understand the pressure behind tax season, audits, advisory work, and client confidentiality. We don’t hand you a generic Microsoft 365 setup and disappear. We help structure, secure, monitor, and improve your environment with proactive guidance, clear communication, and support that respects how your firm works.

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

Microsoft 365 supports more than email. With the right setup, it becomes the secure workspace for every accounting function in your firm. Diamond IT helps each team access the right files, protect sensitive data, collaborate with clients, and keep work organized across deadlines, locations, and practice areas.

Tax Preparation

Securely manage returns, client documents, deadlines, and seasonal collaboration in Microsoft 365.

Audit & Assurance

Control evidence files, review notes, team access, and client communications in one workspace.

Bookkeeping & Payroll

Protect payroll records, bank details, reports, and recurring client files with managed access.

Business Advisory

Share forecasts, dashboards, and strategy documents securely across client and internal teams.

Forensic Accounting

Safeguard sensitive investigations with strict permissions, audit trails, and controlled file sharing.

Retirement Planning

Keep planning documents, client updates, and advisor notes organized and protected.

Estate & Trust

Manage confidential trust files, beneficiary details, and legal documents with secure collaboration.

Nonprofit & Government

Support grant files, audit records, reports, and compliance documentation in Microsoft 365.

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 accounting firms nationwide with Microsoft 365 services designed for security, compliance, and day-to-day productivity. Whether your team works from one office, several locations, or a hybrid setup, we help build a Microsoft 365 environment that keeps client data protected and your firm ready for the next deadline.

West Coast Branch

Service area: Bakersfield, Encino, Tulare, Los Angeles

Midwest & Eastern Branch

Service area: Indianapolis