Yes. We host your current software — QuickBooks, Sage, Drake, UltraTax, or any other platform your firm relies on — exactly as it is. No reinstallation, no version changes, and no disruption to your existing workflows or data.

Every environment is isolated, encrypted in transit and at rest, and configured with role-based access controls. All sessions are logged with full audit trails, and our infrastructure is aligned to SOC security standards so your firm can meet client confidentiality obligations with confidence.

Yes. We provision multi-user concurrent access as standard. Each team member gets their own secured login with permissions scoped to their role, so your staff can collaborate in real time without compromising access boundaries.

Adding users takes hours, not days. You notify your account manager, we provision the new environment and credentials, and your new team member is operational the same day. Billing adjusts on a pro-rated basis with no long-term contract required.

Managed service covers provisioning, configuration, security patching, daily backups, 24/7 infrastructure monitoring, and technical support across call, live chat, and email. You focus on your clients. We handle everything underneath.