Call Text Book

IT support for accounting and financial firms.

From January to April there’s no time for a slow computer or a locked account. We get your firm ready before tax season, keep it running through the rush, and protect your clients’ financial data all year.

IT for accounting firms

Your clients trust you with everything

Accounting and financial firms hold Social Security numbers, bank details and years of financial records. Tax preparers are also required to have a written information security plan, and that plan has to describe real safeguards that are actually in place.

We put those safeguards in place and keep them running: multi-factor sign-in, encryption, protected email, secure remote access and tested backups. Writing and keeping the plan itself stays with your firm, and we give you the details of what’s in place so the plan reflects reality.

Day to day, we look after the software your team works in, including QuickBooks, Drake Tax and Microsoft 365, along with the computers, network and server they run on.

What we do

How we look after accounting firms.

  • Tax-season readiness

    Before the rush, we bring computers, updates, backups and software up to date, so nothing slows your team down in March.

  • Client data security

    Multi-factor sign-in, encryption, monitoring and protected email: the safeguards your written security plan describes.

  • Email and wire-fraud protection

    Filtering and spoofing protection, plus training so staff recognize fake payment requests and phishing aimed at clients’ money.

  • Remote access and backups

    Secure access for staff working from home during the busy season, and backups we check and test.

Sound familiar?

The IT problems we fix for accounting firms.

  • A slow computer in the middle of tax season

    One workstation freezing during the busiest week costs real money. We find the cause and fix it fast, and the pre-season checkup catches most of these before January.

  • A convincing payment-change email

    A message that looks like it’s from a client asks to send a refund or payment somewhere new. We put protections in place that catch these, and help your team check before acting.

  • Staff working on home computers

    Seasonal and remote staff log in from personal machines. We set up secure remote access so client data stays protected wherever they work.

  • Backups nobody has tested

    Client files and prior-year returns can’t be recreated. We check that backups complete and test that they restore.

Google reviews

What our clients say on Google.

5.0 on Google from 49 reviews

Client stories

Hear it from our clients.

  • One IT company for software, hardware and HIPAA

    “Having David with the knowledge that he has and the customer service that he gives us is peace of mind.”

    Dr. Jon Bradley Strawn, Scultura Plastic Surgery

    Read transcript

    I’m Dr. Brad Strawn, Scultura Plastic Surgery. I first met David when we were implementing our software, our primary software that runs our business.

    Having the services of Productive IT, I can tell you that it is a safety net, especially in today’s world, where we have to have things encrypted, we have to have HIPAA compliance. Our patient health information is so valuable.

    It just made everything easier. Instead of working with different people for software and for hardware and for web stuff, and even phone, it was really nice, because I now just have one IT person that I can contact. And having David with the knowledge that he has and the customer service that he gives us is peace of mind. Highly recommend him.

  • Starting a medical practice? Hire this IT company

    “Phone was always answered immediately whenever I had any questions. It never even went to voicemail.”

    Kelly E. Fordyce, M.D.

    Read transcript

    I’m Kelly Fordyce. I’m an internist and my company is Kelly Fordyce, MD, and I opened up in September of 2021. I was referred by another physician who opened up a practice a couple years before I did, a friend of mine, and she said, “Oh, when you open up your practice, this is who you need to hire for IT.”

    So we contacted Productive IT numerous times, especially early on when we first opened up, and I told him what I was doing and he came right over and set up all my IT for me.

    Phone was always answered immediately whenever I had any questions. It never even went to voicemail. It was always answered, “What can I help you with, Doctor?” And the problem was fixed just right then and there.

    I had no idea really what to do, and I don’t know where I would’ve turned to get the help that I needed to start up my practice.

  • A full production studio for a medical spa

    “Productive IT is the first one I’d recommend to people asking me who to go to for IT support.”

    Enoch Kwok, Skin Perfect Medical

    Read transcript

    My name is Enoch Kwok. I’m the CEO for Skin Perfect Medical and The Aesthetic Immersion. At Skin Perfect Medical, we are a full-service medical spa. We offer treatments such as Botox and fillers, laser treatments, anti-aging, body sculpting, weight loss. We have been in the Southern California market for nearly 20 years, and we service over 10,000 patients a year. The Aesthetic Immersion is a medical aesthetic education and training company located in Orange County, California, and we teach all things medical aesthetics.

    One of the challenges when you are building a new medical spa practice: you have to figure out and sort out the technological challenges there. How do you connect your computers? How do you connect your Wi-Fi? Making sure that we have ample signal strength within the entire facility.

    Our challenge at The Aesthetic Immersion: we wanted to add a full production studio to what we had built really haphazardly. Productive IT has been helpful in helping us put a plan together. David was able to look at our current setup, recommend a lot of the equipment, and also help us do a layout, do a diagram, do workflows, and help us really identify the areas that we needed to focus on.

    He was able to help us out with coming in after hours to help do a lot of the IT work, to help us with the wiring, with the cabling, so it didn’t really impact our day-to-day schedule. Productive IT is the first one I’d recommend to people asking me who to go to for IT support.

  • “Let me pull over. I will fix it.”

    “As for customer service, I don’t feel like a customer… Literally, I feel like I’m calling a friend.”

    Dr. Michael Hakimi, Hakimi Plastic Surgery

    Read transcript

    I’m Dr. Michael Hakimi. I’m a plastic surgeon in Beverly Hills. I got to know Productive IT when I didn’t even have my own practice. So for my entire adult life having my own practice, I’ve been with Productive IT.

    Very quickly into the startup life, within a couple of years, we realized that we need a strong IT company, and the CEO of the company did his research and found Productive IT. And the moment this company entered our life was night and day. They were available on their phone 24/7.

    Sometimes I’ve gone on the phone, and I hear, “Let me pull over. I will fix it.” I’m like, “If you’re driving, call me when you’re done.” “No, no, no, let me pull over, because by the time I get to work, I’ll get busy.” Like, the number of times they’ve pulled over to answer a question or fix something… “Oh, I’m sorry. I’m picking up my daughter.” “Perfect timing, Dr. Hakimi. I’m picking up my daughter. I’ll fix it for you.” On his phone, he fixes my problems.

    So yeah, as for customer service, I don’t feel like a customer, and I’m not saying it to be cheesy. Literally, I feel like I’m calling a friend.

  • 150 patients a day, then the server goes down

    “If I have a problem, I can call 24/7, and I honestly will get help.”

    Dr. Amy Litchfield, California Coastal Dermatology

    Read transcript

    My name is Krista. I am the office manager of California Coastal Dermatology. My name is Amy Litchfield. I’m a dermatologist. We are full-scale dermatology. We also do some cosmetics as well.

    With our former IT company, we had a lot of issues with non-responsiveness when we had an issue. It’s very challenging when your server’s down and you have 150 patients for the day. So that was really a huge challenge for us.

    So they came in and made sure all of our equipment was up to par, and that everything was functioning, and revamped our IT system, and made sure our servers were running smoothly. If I have a problem, I can call 24/7, and I honestly will get help.

  • From a 5-day ticket wait to resolved in minutes

    “Now I can just pick up the phone and dial a number or send a text or an email, and it gets resolved within minutes.”

    Dr. Daniel G. Kolder, Pacifica Center for Plastic Surgery

    Read transcript

    My name is Gina and I am the Chief Operating Officer. Dr. Daniel G. Kolder: I’m a plastic surgeon in Camarillo, California, and my company is Pacifica Center for Plastic Surgery.

    Before, if we had an issue with something, we would have to email the company. The company would then create a ticket item for us. We would get that ticket item, and then it would take about five to seven days to resolve that ticket item. We would be sitting ducks, and we wouldn’t be able to work on our computers or work at all.

    The way we found Productive IT Solutions was we were trying to figure out shortcuts within our EMR, and somebody in San Diego said, “Hey, there’s somebody in your area that kind of does that, and it’s Productive IT Solutions.”

    Now I can just pick up the phone and dial a number or send a text or an email, and it gets resolved within minutes. Productive IT Solutions has been one of the best companies that we’ve worked with in the last 15 years.

How we work

One team for everything with a plug.

  1. You call, text or email. A real person picks up, not a call center.
  2. We fix it remotely whenever we can, because that’s fastest for you.
  3. We come on-site when a problem needs hands on the equipment.
  4. We own it until it’s fixed, including dealing with your software and internet providers.

Questions from accounting firms

Do you support Drake Tax and QuickBooks?

Yes. We support Drake Tax, QuickBooks and Microsoft 365, along with the computers, network and server they run on.

Can you help with our IRS written information security plan?

We put in place and maintain the safeguards the plan describes, such as multi-factor sign-in, encryption, secure remote access and backups, and give you the details for the plan. Writing and keeping the plan itself stays with your firm.

What do you do before tax season?

We check computers, updates, software, backups and remote access ahead of the rush, so problems get fixed before January instead of during March.

Do you work with financial and wealth management firms?

Yes. Financial and wealth management firms get the same focus on client data security, email protection and reliable access.

Get started

Talk to a local IT team about your firm.

A free, no-pressure conversation, then a custom quote if we’re a good fit.

Try us for 90 days. No strings attached.

If you’re not happy for any reason, cancel with no penalty, and we’ll help hand everything over to your next IT provider.

See the terms

Request a free consultation

Tell us how to reach you and we'll call you back during business hours. No pressure, no obligation.

We never sell or share your information. See our Privacy Policy.