16 Years
Serving local business
Busy-Season
Ready uptime
Same-Day
On-site response
5-Star
Google-rated by clients
IT that’s ready before busy season is
Accounting firms live and die by the calendar. When a deadline is days out, a slow server, a locked-out login, or tax software that won’t update isn’t an annoyance — it’s billable hours lost and clients left waiting. And every file you touch holds Social Security numbers, financials, and details a client trusts only you to protect.
BoldTech provides IT support for accounting and CPA firms across Vancouver, WA and the Portland metro. We keep your tax and accounting software reliable, lock down the confidential records you’re responsible for, and make sure busy season doesn’t get derailed by an IT problem you saw coming.
We’ve supported local firms for years, including the data-security rules tax preparers now have to meet and the cyber-insurance renewals that land on your desk. You get IT that holds up when the pressure is highest.
“BoldTech is amazing. They are professional, prompt, and always willing to assist. We have been using them for all our technical, computer, and cybersecurity needs for over 5 years and they have never let us down.”
Stacey L. — Lisa Tom CPA
Areas we serve
Vancouver, WA • Salmon Creek • Camas • Battle Ground • Ridgefield • Washougal • Portland Metro • Gresham • Lake Oswego • Tigard • Happy Valley
Why accounting firms call us
The pressures that come with deadlines and confidential client data.
Busy season can’t wait
A down day in March or April isn’t like a down day in July. We keep your systems and tax software ready ahead of time, so the crunch doesn’t start with an IT fire.
You hold the crown jewels
Every return holds a client’s most sensitive data. We put the access controls and protections in place that keep those records secure and keep your firm off the breach list.
The rules apply to you
The FTC Safeguards Rule and IRS data-security requirements now cover tax and accounting firms. We put the required controls in place and document them, including the written security plan you’re expected to have.
What we handle for accounting firms
Security, uptime, and compliance for a firm built on trust and deadlines.
Client data security
Encryption, multi-factor login, and least-privilege access, so confidential returns and financials are only reachable by the people who should see them.
Tax and accounting software support
We keep your tax prep, accounting, and document-management software reliable, updated where the vendor allows, and tested before busy season instead of during it.
Compliance support
The IRS Publication 4557 data-security requirements, the FTC Safeguards Rule, and cyber-insurance requirements, with controls put in place and documented, including your written information security plan.
Email and invoice-fraud defense
Email security, phishing filtering, and verification steps that stop the fake wire requests and altered invoices aimed at firms that move client money.
Backup and recovery
Tested backups and a written recovery plan, with the records retention accounting firms are expected to keep, so a bad day doesn’t cost you a return.
Secure access anywhere
Protected access to your systems from the office, home, or a client site, so remote and seasonal staff can work without opening a hole for an attacker.
What our clients say
Businesses across the region that trust us with their systems and their data.
★★★★★
“BoldTech is amazing. They are professional, prompt, and always willing to assist. We are a small business and have been using them for all our technical, computer, and cybersecurity needs for over 5 years and they have never let us down.”
Stacey L.
Lisa Tom CPA
★★★★★
“Jeff and his team are the best. They are super responsive whether it’s an emergency or just a general inquiry. Customer service, integrity, and honesty have never wavered with BoldTech since we first signed up nearly a decade ago.”
Aly S.
Battle Ground Chiropractic
★★★★★
“I’ve been working with BoldTech for more than 4 years. As a customer, I can’t ask for a better service. They are always on top of all my requests and have their customers’ best interests in mind. I’d recommend their service to anyone.”
Sandy C.
Bluevolt
Common questions from accounting firms
What owners and partners ask before they hand off their IT. If your question isn’t here, call and ask it directly.
Yes, and it’s the right time to call. We get the slow work done in the off-season: updates tested, hardware checked, backups verified, logins cleaned up. That way January through April runs on systems we’ve already proven, instead of fixing things while the deadline clock is ticking.
That’s the core of the job. We use encryption, multi-factor login, and least-privilege access so client returns and financial records are reachable only by the people who should see them, and we document those controls so you can show your work if a client or insurer asks.
In almost all cases, yes. We keep your tax prep, accounting, and document-management software reliable, updated where the vendor allows, and coordinate with your software vendors so support stops being your job, especially right before filing season.
Yes. Tax and accounting firms are now covered by the FTC Safeguards Rule, and the IRS expects a written information security plan. We put the required controls in place, document them, and help you keep the plan current, so it’s something you can show instead of scramble for.
You get a real person fast. Critical issues get attention within the hour, and we keep tested backups and a recovery plan so a failed server or a ransomware attempt is a short setback, not a lost week of returns.
It’s priced to the size of your firm and what you need protected — a two-person practice and a 30-person firm are different plans. For managed IT clients, security and compliance support are built into the agreement. We’ll give you a number after a short assessment.
Go into busy season without IT worries
No sales pitch. A short conversation and an honest read on where your firm is exposed and what it takes to be ready.
9013 NE Hwy 99, Suite W • Vancouver, WA 98665 • (360) 718-3450 • Serving the Portland metro since 2009
Explore our Services!
Managed IT Support
Full management and monitoring of your IT so problems get handled before they reach a deadline
Learn MoreCyberSecurity
Layered protection that keeps your network, email, and client data safe from current threats
Learn MoreBackup & Disaster Recovery
Tested backups and a written recovery plan, so the next bad day is a short one
Learn MoreMicrosoft 365 Support
Migration, security, license cleanup, and real backup for Microsoft 365
Learn More