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Tech Advisors is a U.S.-based managed IT and cybersecurity provider for CPA accounting firms. Founded by former CPAs, it emphasizes “Built by CPAs, for CPAs.” It is not a standalone security tool, but rather a long-term service package that combines Help Desk, managed IT, cybersecurity, cloud services, backup and disaster recovery, compliance support, and vCIO strategic reviews. It has served 100+ CPA firms and discloses a historical CSAT score of 97.47%.
On the security side, the website mentions layered protection, including MFA, EDR, MDR, phishing simulations, dark web monitoring, Duo, Bitdefender, Huntress, ThreatLocker, Blackpoint, as well as enterprise firewalls, VPN, DLP, encryption, and immutable backups. On the management side, it provides 24/7 monitoring, Help Desk, a 15-minute response target during business hours, weekend and after-hours support during tax season, monthly security reviews, and quarterly strategic reviews. For compliance, it aligns with WISP, IRS Pub 4557, FTC Safeguards, and HIPAA, making it especially suitable for firms handling sensitive data such as SSNs and financial records.
Deployment is primarily delivered as an MSP-managed service, either fully outsourced or in collaboration with an internal IT team. Its cloud capabilities cover Microsoft 365, Azure, Azure Virtual Desktop, hosted terminal servers, VPN, and zero-trust remote access. Industry integration is a highlight, with explicit support for CCH Axcess, Thomson Reuters CS Suite, Lacerte, Drake, SmartVault, ShareFile, TaxDome, Teams, SharePoint, Entra, Intune, Power BI, and more.
Pricing uses a fixed monthly fee model, emphasizing predictable budgeting. A free IT assessment is available with no obligation. For VoIP, Nextiva is mentioned at around $25 per user per month and up. vCIO is included for fully managed clients, while co-managed or standalone services can be billed monthly or per engagement. However, specific pricing for managed IT and security packages is not publicly disclosed and requires an assessment-based quote.
Its strengths are deep vertical industry experience, tax-season support that matches real business needs, a comprehensive service stack, and the ability to translate security and compliance into accounting-firm workflows. Limitations include no disclosed third-party certifications such as SOC 2 or ISO 27001, still-limited publicly available in-depth case studies, and a clear focus on the U.S. CPA market. It is best suited for U.S. accounting, audit, tax, and wealth management organizations with 10 to 100+ computers that need outsourced IT and compliance-focused security capabilities.
The collected text does not provide information on access from mainland China, node availability, or ICP filing status, so this is assessed as unknown.
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