ACCOUNTING & CPA IT SERVICES
IT that protects taxpayer data and keeps you running through tax season.
From FTC Safeguards Rule compliance to secure AI, Matrix handles your firm's technology so your team can focus on clients and deadlines.
We take the stress out of your technology.
TRUSTED BY CPA FIRMS ACROSS NORTHERN VIRGINIA
IT built around taxpayer data, compliance, and the way your firm actually works.
25+
Years in Business
24/7
Network Monitoring
Accounting firm IT problems we solve every day
Your firm runs on deadlines. When technology breaks, returns wait.
FTC Safeguards & IRS Compliance
WISP development, MFA, encryption, and risk assessments aligned with the FTC Safeguards Rule and IRS Publication 4557, documented so you can prove it.
Secure AI for Your Firm
AI policies, secure Copilot setup, and staff training so your team saves hours without putting client financial data at risk.
Ransomware & Phishing Protection
Tax professionals are top targets. We lock down email, devices, and backups so one bad click doesn't derail tax season.
Tax & Accounting Software
We keep your tax, accounting, and document software fast, updated, and backed up, and work with your vendors, not against them.
Secure File Sharing & Portals
Encrypted file sharing and client portals that replace risky email attachments, and that your clients will actually use.
Not sure where your firm stands?
Why accounting firms choose Matrix
We Speak Accounting
We know tax software, client portals, and the rules around taxpayer data, so you don't have to explain the basics.
Security Comes First
Every setup starts with protecting your clients' information, not bolting it on later.
Fast, Local Response
A real technician from our Manassas office, not a call center three time zones away.
No-Small-Print Guarantee
If you're not happy with our work, we make it right at no charge. If we can't, it's free.
How we get your firm set up
Four simple steps. No disruption during busy season.
1
Discovery Call
We learn how your firm runs, what's working, and what keeps breaking.
2
IT & Compliance Assessment
We review your systems and WISP and show you where the risks and gaps are.
3
Custom Plan
A clear plan and upfront pricing, in plain English.
4
Onboarding
We plan the switchover around your schedule, outside of tax season when possible.
Ready to stop worrying about your firm's IT?
Let's talk about what's slowing your team down and how to fix it for good.
Schedule Your Free Consultation
Just a quick chat. No sales pitch. No pressure.