Accounting-Focused IT Security & Efficiency
Pexo safeguards client data, ensures GLBA/SOX compliance, and modernizes legacy systems, freeing your firm to focus on strategic advisory services.
Regulatory Compliance Experts
Secure Cloud Migration
Disaster recovery planning
Critical IT Obstacles for Accounting Practices
Protecting sensitive financial data, managing complex compliance, and outdated technology hinder productivity and increase cyber risks.
Data Security & Compliance Burden
GLBA and SOX require stringent financial data protection. We implement access controls, encryption, and audit documentation - turning compliance into competitive advantage while avoiding penalties.
Legacy System Limitations
On-premises software lacks cloud capabilities. Our seamless migration to QuickBooks Online/Xero maintains operations during tax season while enabling real-time collaboration and automatic updates.
Specialized Talent Shortage
Scarce IT expertise strains resources. Pexo provides certified professionals at predictable costs, implementing document management systems that boost productivity for high-value advisory work.
Accounting Technology Shifts
Secure transaction processing replaces manual methods while advisory services demand real-time insights. Cross-border compliance requires specialized frameworks for financial data protection.
Cloud Adoption Acceleration
75% of firms now use cloud accounting platforms. We ensure secure transitions with minimal disruption, maintaining operational continuity during critical periods.
Remote team collaboration
Automated security updates
Scalable cost management
Strategic AI Integration
Technology automates manual tasks, shifting firms toward advisory services. We enable this transition while maintaining data integrity and client confidentiality.
Automated Transaction Processing
Predictive Financial Insights
Anomaly Detection Systems
Intensifying Cyber Threats
300% attack increase targets financial data. Our multi-factor authentication and vendor risk management protect against breaches while meeting FTC Safeguards requirements.
Ransomware Preparedness
Third-Party Risk Audits
Breach Response Protocols
Our Services
Specialized Accounting IT Solutions
Targeted services addressing compliance gaps, system modernization, and operational resilience for financial data protection.
Financial Data Accuracy Systems
Secure client ledgers and transaction records. Prevent tampering with audit trails while maintaining SOX compliance and tax documentation integrity.
Compliance Assurance
GLBA/SOX-ready frameworks with access controls and audit documentation. Maintain regulatory adherence while avoiding penalties.
Secure Cloud Transition
Seamless migration to QuickBooks Online/Xero with zero tax-season disruption. Enable real-time collaboration and automatic updates.
System Resilience
Encrypted backups and recovery plans ensuring business continuity after incidents. Quickly restore operations following data loss events.
Operational Support
Proactive monitoring and specialist assistance maintaining system performance. Resolve issues before they impact client services.
Accounting Industry Specialization
Deep understanding of tax workflows, financial data sensitivity, and compliance requirements unique to accounting practices.
Regulatory Proficiency
Mastery of GLBA, SOX, PCI DSS, and FTC Safeguards Rule implementation for audit-ready financial environments.
Tax-season workflow optimization
Accounting software integration
Client confidentiality protocols
Financial Workflow Optimization
Secure implementation of QuickBooks/Xero with client collaboration features. Bullet Points:
Tax season planning
Client portal deployment
Remote access security
Strategic Partnership Advantages
Combining accounting industry knowledge with technical excellence to protect and advance your practice.
Compliance
Audit-ready frameworks
Cost
Predictable budgeting
Technical
Certified platform experts
Alignment
Business growth enablement
FAQ
Industry Specific Doubts
Answering all industry-related queries.
Multi-factor authentication, data encryption, access logs, and audit documentation maintained for regulatory review. We conduct security audits and staff training to meet all requirements.
We plan migrations around critical periods using phased approaches. Desktop-as-a-Service solutions enable gradual transitions without operational disruption or downtime.
Encrypted on-site/off-site backups with tested restoration procedures. Most firms resume operations within 4 hours after incidents through redundant systems and recovery protocols.
Yes, we integrate with Lacerte, Drake, and QuickBooks. Maintain existing workflows while enhancing security and compliance across all platforms.
Advanced firewalls, endpoint protection, vendor risk management, and phishing training. Proactive threat monitoring identifies vulnerabilities before exploitation occurs.
Contact Us
Secure Your Business with Pexo
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Monil Saheba
CEO, Pexo IT Solutions