Managed IT + Cybersecurity
for Growth-Minded
CPA Firms

As your firm grows, technology becomes
more complex.

You need to keep moving forward, but friction and risk are slowing you down.

• Core systems need to be modernized
• AI-enabled tools need access to reliable data
• Security and compliance expectations keep rising
• Without a clear approach, issues like these will only compound and leave you tangled in a web of technical debt.

CPA365 Turns IT + Security Into a
Foundation for Growth

Most IT providers maintain what you have. We start by understanding where your firm is going.

The CPA365 program supports firms using the Microsoft 365 ecosystem. It combines executive-level strategic guidance with managed IT and security services.

CPA firms shouldn’t have to choose between progress and protection.

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.

Free CPA Technology and Security Assessment

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

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

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.