Accounting & Finance IT

Next-Gen IT for Accounting — Designed for Accuracy, Security, and Growth

Get Your IT Plan Book Review

Next-Gen IT for Accounting — Designed for Accuracy, Security, and Growth

Get Your IT Plan Book Review

Why Accountants and Finance Break Free with Colletti Tech

If any of this sounds familiar, you’re not alone — and you don’t have to live with it

Un-MSP Eliminates These Issues:

Slow, unresponsive, or no IT provider
Delays in accessing client records
Support calls stuck in a queue just to not to be answered
Tax software or fintech failures
No roadmap, no documentation, no ownership
Malware or cybersecurity threats
Projects that stall or tasks never completed
Locked into a long-term contract and let down

Accounting & Finance IT Services

Transparent, scalable, and built for accounting firms, banks, and financial institutions.

Modern Office

Access your data securely anywhere, at anytime without worrying about security breaches or downtime.

Managed IT

Secured, compliant IT for teams including support, onboarding users, training and as a single point of contact for vendors.

Phone System

All-in-one platform supporting real-time calling, faxing, messaging, and conferencing at the office or while on the go.

Accounting Software

Expert support for QuickBooks, Sage, NetSuite, Xero, and other financial software used by accountants.

Security

Encrypted communications and document management to device compliance and threat monitoring.

Risk & Compliance

Security audits, compliance assessments, and vendor risk reviews aligned to your compliance needs.

Simple, Painless Onboarding

While other providers drown you in forms and downtime, Colletti Tech gets your users online, secured, and productive from day one.

Assess

Assess current tech stack, workflows, pains, and goals.

Stabilize

Onboard your team and stabilize your IT systems.

Go Live & Support

From day one, we support and keep your IT running smoothly.

Simple, Transparent IT Plans

No long-term contracts, no surprises – just IT that works.

Essential IT

Ideal for small teams of up to 5 users or on a limited budget needing remote support during business hours without monitoring, virus and malware remediation.

Professional IT

Great for teams needing support during business hours, remote monitoring, device management, network management, and cybersecurity protection.

Premier IT

Perfect for teams needing 24/7 support for mission-critical operations, remote monitoring, line-of-business apps, advance security, routine compliance assessments, and a vCIO.

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FAQs

Here’s everything you need to know, upfront and in plain English.

Do you provide IT support for accounting firms and CPAs?

Yes. We provide managed IT services for accounting firms and CPA practices, including secure Microsoft 365 environments, tax software support, file sharing, cybersecurity, and day-to-day IT support.

Can you support tax and accounting software?

Yes. We support the systems and platforms accounting firms rely on, including tax software, cloud applications, document workflows, and line-of-business tools that need to stay available during busy season.

How do you protect sensitive financial information?

We use encryption, multi-factor authentication, endpoint protection, secure backups, and access controls to help protect financial records, client documents, and critical systems from cyber threats and unauthorized access.

Can you support our firm during tax season?

Yes. We understand that tax season leaves no room for downtime. Our managed IT services focus on system stability, performance, rapid response, and proactive support when your team needs it most.

Do you take over from another MSP?

Yes. We help accounting firms transition away from underperforming IT providers by handling documentation, access, cleanup, cybersecurity improvements, and ongoing support with minimal disruption.