Secure cloud hosting on dedicated infrastructure for CPA firms, management consultancies, architecture practices, staffing agencies and advisory firms across New Jersey, New York and Connecticut. Client files protected, written security plans your clients and regulators ask for, busy-season capacity without busy-season hardware, and a real engineer on the phone at 9 p.m. on April 12th. The infrastructure side of trust handled, so your partners can focus on clients.
Most professional services IT problems are not exotic. They are four operational realities, made non-negotiable by clients who trust you with everything. Here is what we hear from managing partners and firm administrators in this space.
Enterprise clients send security questionnaires before engagement letters. The IRS requires a Written Information Security Plan from every tax preparer. A vague answer costs the engagement or the PTIN.
Tax season, audit season and year-end close all land on the same aging server at once. Performance collapses exactly when billable hours are highest and patience is lowest.
A 40-person firm cannot justify a full IT team, so the office manager and a break-fix vendor share the job. Nobody owns backups, patching or the incident plan until something breaks.
Client documents sit on the server, in email, on laptops and in three cloud drives. Retention, confidentiality and a clean answer to a subpoena all depend on knowing where the authoritative copy is.
Your practice management, document management, tax and audit software on your hardware. No shared tenancy and a clean, specific answer for the security questionnaires enterprise clients send.
MFA, encryption, access logging, tested backups and incident procedures documented in the form the IRS WISP requirement, AICPA guidance and client questionnaires expect. Evidence, not a paragraph.
Compute and storage scale up for tax season, audit season and year-end, then scale back. You stop buying April's hardware for the other eleven months.
Named engineers who know your environment handle patching, backups, restores and vendor coordination. The office manager gets the job back that they were hired for.
CCH Axcess and ProSystem fx, Thomson Reuters, Drake, Lacerte, QuickBooks, Deltek, Sage, iManage, NetDocuments and Microsoft 365 run on our infrastructure today, with runbooks for the vendors that still require named hosts.
Three IT Vortex services that map most directly to client confidentiality, seasonal load and firms too small for an IT department.
Single-tenant dedicated infrastructure for practice, document and tax systems with audit-ready operations. The cleanest answer to a client security questionnaire. The right answer for confidentiality obligations.
Explore Private CloudSecure desktops for partners, staff and seasonal hires on any device, with client files that never leave the datacenter. The right answer when laptops travel and busy-season headcount doubles.
Explore DaaSFully operated infrastructure with monitoring, patching, backups and engineering support in one monthly number. The right answer for firms whose IT department is the office manager and a break-fix vendor.
Explore Managed CloudA New York retail and wholesale company moved its NY and NJ offices and virtual workspaces to IT Vortex cloud services, cut networking expenses, and gained speed, performance, and uptime without buying a single new server.
Yes. The WISP belongs to the firm, and it has to describe real controls. We supply the infrastructure controls and the evidence behind them: MFA, encryption at rest and in transit, access logging, tested backups and incident response procedures, written in the structure IRS Publication 4557 and the Security Summit template use. Policies covering your staff and physical office stay with the firm; we help draft them if you need it.
We respond to the infrastructure sections of SIG, CAIQ and client-specific questionnaires for the environment we operate, and we keep a standard control narrative current so turnaround is days, not weeks. Your engagement letter goes out on time.
Capacity scales up ahead of the season and back down after it, on a monthly cost that follows what you use. Tax software, document management and remote desktops get the compute they need in March without the firm owning it in August.
The common platforms from CCH, Thomson Reuters, Drake, Intuit, Deltek, Sage, iManage and NetDocuments run on our infrastructure today, alongside Microsoft 365. Cloud-native applications stay where they are; we secure the identity, endpoints and network around them.
Client files live on dedicated, encrypted storage with versioning, snapshots and retention rules you set, so the authoritative copy is always known. Access is logged to a named account, and immutable backups protect against ransomware and accidental deletion. A subpoena or a retention audit becomes a search, not a scramble.
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IT Vortex runs managed AWS workloads alongside its VCF private cloud, so hybrid designs keep one operations team and one set of runbooks.
Technology Reseller and Distributor, Certified Implementation Expertise with all ACTi products and services. IT Vortex has worked with ACTi for over a decade implementing security camera solutions for a multitude of industries with AI, Facial Recognition, License Plate Recognition, Loitering Detection, Cloud storage, and more.
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IT Vortex integrates Microsoft 365 and Microsoft Entra ID across our cloud platform—enabling seamless SSO, identity governance, and hybrid connectivity between on-premises and cloud workloads.
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