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Managed IT and Cybersecurity for CPA Firms

As your CPA firm grows, IT risk
grows with it.

CPA365 Managed Services makes sure clients feel supported and secure, so you can scale your firm with confidence.

Schedule a CPA365 Consultation

IT Risk comes in many forms, creating friction and exposure for your clients.

  • Cybersecurity and compliance are a moving target.
  • Your team loses time to slow systems and manual workarounds.
  • Reliable data is harder to access than it should be.
  • Your clients feel these challenges too, and they’re looking to you for a solution.
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Your firm’s future depends on your clients’ perception of your services, and technology can either deepen or damage their confidence. CPA365 Managed Services protect your reputation as the secure growth partner they trust.

Schedule a CPA365 Consultation

CPA365 keeps clients feeling supported and secure.

CPA365 is perfect for any CPA firm who uses the Microsoft 365 ecosystem and wants technology to create an exceptional client experience.

Our team combines managed IT and cybersecurity support with executive-level, strategic guidance to build a modern, secure, and scalable environment for your firm.
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What’s Included
in CPA365

CPA365
IT Security

Clear Direction
for IT + Security

Reliable Technology

A Reliable
Technology Foundation

Oversight

Ongoing Oversight and Improvement

Support

Responsive Support for Your People

Cybersecurity

Cybersecurity & Risk Reduction

With each improvement, you
build a stronger foundation for growth.
Schedule a CPA365 Consultation

CPA365 supports readiness and alignment. Formal assessments, policy development, evidence packages, audit support, or compliance-specific documentation may require additional scoped services.

Hear From Our Partners
david

I have never seen anyone or worked with anyone better than ITP's Pat Cooley at asking the right questions of an organization, understanding their current systems and what they're trying to do, and being able to architect a solution. The man gets it.

— David Braun, CEO, Capstone Strategic

tommy

From the beginning with ITP, it's just been a great experience - the attention to the entire scope of the relationship, the forward thinking on where the Microsoft platform was going. How we leverage technology, how we partner with clients on it — that's core to us. And that was part of the synergy I found with Pat.

— Tommy Lantz, Managing Partner, HeimLantz CPA

Technology should clear a safe pathway for both you and your clients to grow.

Your technology should create the right conditions for growth, empowering your team to serve clients without friction or fear. But most IT providers are only focused on keeping your systems running.

We founded ITP in 2017 because we believed that wasn't enough. CPA firms deserved a partner who could do more. Our clients tell us the difference they notice first isn't the technology. It's that we’re already thinking about what they haven't asked us yet.

pat-cooley
Pat Cooley

Every technology decision we make is in service of your firm's future.

Your team is more productive.

The technology they rely on every day works. There’s no friction, no workarounds, no time wasted waiting on IT.

Your team is more productive.

The technology they rely on every day works. There’s no friction, no workarounds, no time wasted waiting on IT.

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Your clients are better served.

When the right systems are in place and running at their best, you build trust, win loyalty, and separate your firm from the competition.

Your clients are better served.

When the right systems are in place and running at their best, you build trust, win loyalty, and separate your firm from the competition.

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Your firm is built to grow.

We handle the essentials and then help you think ahead, so you always know what's next and have the foundation to pursue it.

Your firm is built to grow.

We handle the essentials and then help you think ahead, so you always know what's next and have the foundation to pursue it.

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How CPA365 creates the right conditions for growth

The CPA365 process is not a one-time project. It’s an ongoing, quarterly cycle of evaluation and improvement designed to keep you moving forward and deliver maximum ROI.

Clarify

We start by understanding your business goals and the current security risks and friction points that are working against them.
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Align

We build a clear roadmap that realigns your technology and transforms it into a growth driver for both you and your clients.

Improve

We help you move forward through ongoing support and strategic guidance - quarter by quarter, year after year.

Schedule a CPA365 Consultation

Take the CPA Technology and Security Assessment

Not sure whether your firm’s technology is ready for growth, AI, security expectations, and cyber insurance questions?

If your firm runs within the Microsoft 365 ecosystem, you can take our CPA Technology and Security Assessment. It identifies where friction is slowing your team down, and where security or compliance gaps may need attention.

You’ll get a practical starting point across Microsoft 365, cybersecurity, user productivity, data readiness, and technology planning.

Take the Assessment
CPA Technology

Transform technology into a growth driver for both you and your clients.

  • Strengthen security and compliance readiness. 
  • Create more predictability in how technology supports the clients. 
  • Get more value from Microsoft 365 and core systems. 
  • Help your team work with less friction and more confidence. 
  • Build a cleaner data foundation for modernization and AI adoption. 
  • Retain great talent by reducing recurring technology frustration.
Schedule a CPA365 Consultation

FAQ

How can ITP help your organization?

ITP365 Managed Services 

Predictable, proactive IT + Security built for growth.

Proactive monitoring, updates & health checks


Continuous alignment & quarterly reviews


Support that keeps people productive

A set of men's hands working on a laptop.

Cybersecurity & Compliance

Practical protection with measurable confidence.

  • Protect identities, data & devices

  • Policies & evidence for insurers and auditors

  • Compliance you can prove

Cybersecurity & Compliance →

Two IT support employees working at their laptops with headsets on.

Consulting & Projects

Turn strategy into action.

  • Align tech to business priorities

  • Modernize workflows & automation

  • AI & Copilot adoption with governance

Consulting & Projects →

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IT Leadership & Fractional Experts

Strategic guidance when you need seasoned leadership.

  • vCIO / vCISO / GRC expertise

  • AI strategy & adoption (Copilot readiness)

  • ITSM leadership + shared-responsibility coaching

IT Leadership & Fractional Experts →

Productivity

How We Work.

(the four pillars)

Business Alignment

Align IT + Security investments to your goals with measurable ROI.

Operational Simplicity

One unified way of working: fewer tools, lower cost, lower risk.

Right-Sized Security

Essential controls with clear owners and  defensible evidence.

Productive Teams

Tools and support that help people do their best work every day.

Are your IT systems fueling growth or holding you back?

What business leaders want to know about IT + Security.

Plain-English answers about compliance, Microsoft, productivity, AI, and cybersecurity ROI.

Visit The Learning Hub
2 min read

What Is Reasonable Cybersecurity, and Why Does It Matter for My Business?

Admin: Oct 16, 2025

In today’s digital world, cybersecurity is not just a technical concern but a critical component of business strategy....

Ready to see what IT Productivity looks like for your business?

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