For Accounting & CPA Firms
Protect client data. Keep tax-season systems moving.
Actif helps accounting and tax firms strengthen client-data safeguards, reduce repetitive work, and prepare the systems behind busy season. Start with one process, a WISP review, or ongoing technology support.
Where we move the needle
How we can help
IT that holds up through your busiest deadlines
Review workstations, networks, cloud tools, staff access, and backup readiness before filing deadlines. Information Technology scopes ongoing support and planned improvements around your practice calendar.
Explore accounting firm IT supportWISP compliance and IRS security requirements
Organize your written information security plan, system responsibilities, and supporting controls. Help staff understand the procedures and identify questions for your compliance advisers.
Client portal security clients trust
Encrypted file exchange, multi-factor authentication, activity logging. Everything you need to move sensitive documents without losing sleep or a client's trust.
Connect the tools behind preparation and review
Frontier assesses supported integrations across your tax, practice management, document, and accounting tools. Reduce duplicate entry with software and automation built around your review process.
Explore integrations and engineeringWorkflow automation that actually saves hours
Recurring 1099s, W-2s, annual-filing tasks, client-request follow-ups. Automation that respects your existing processes rather than forcing you onto new ones.
Overflow capacity you can trust
When tax season swamps your team, our Finance division can handle overflow bookkeeping, reconciliations, and prep work under your brand and your quality standard.
What's included
Every engagement is scoped to you. These are the capabilities we bring to the table.
A practical place to start
What working together could look like
Start with the challenge that matters most. These are examples of a focused engagement, shaped around your team and the work ahead.
Prepare systems for the next busy period
Review staff access, device readiness, software responsibilities, and support coverage before workload increases. Identify changes that can be made without interrupting client work.
What you leave with
A readiness checklist with owners and an agreed implementation window.
Reduce the chase for client documents
Map document requests, reminders, file exchange, and reviewer handoffs. Keep exceptions visible and sensitive information within the agreed systems.
What you leave with
A clearer collection workflow and a scoped automation plan.
Make overflow work easier to hand off
Define the bookkeeping or reconciliation work involved, the records required, and your firm’s review standard. Start with a bounded scope and an agreed handback.
What you leave with
A handoff checklist, review checkpoints, and clear responsibilities.
The right expertise for your next step
Before we talk
Will you work with our current tax and practice management tools?
Yes. We review your existing setup first. Integrations depend on supported interfaces, licensing, and vendor access, so those details are checked before committing to an implementation.
Can work be planned outside our busiest deadlines?
Yes. Tell us about filing deadlines, review periods, and other constraints. We can separate assessment from implementation and agree on change windows with your team.
How does overflow financial support fit with our review process?
We agree on the tasks, access, documentation, and handoff format. Your firm retains its client relationship and the professional review responsibilities established in the engagement.
Can you help document our information security processes?
Yes. We can help organize system inventories, access responsibilities, and documented controls, including inputs for a written information security plan. The scope depends on your practice and existing policies.
What needs to work better before the next deadline?
Tell us about your software stack, information-security plan, workload, and recurring bottlenecks. We will help you identify the first improvement worth making.
Request a Free Consultation