Professional & Business Services
April 15th.
Every file at once.
Tax season packs a year of client documents into ten weeks, and every one of them carries a Social Security number. We keep the practice software fast, the portal secure and the written security plan honest.
Foothills Digital—Sentrello Premier Partner
- AWS
- Azure
- Google Cloud
- DigitalOcean
- On-premises Linux
- On-premises Windows
Every one of our people holds active certifications on the platforms they work on.
Sentrello is our only partnership. On the clouds, it's our people who hold the certifications. We don't claim a partner tier, and we'll keep saying so until that changes.
Sound familiar?
Busy season finds every weak password
Tax scammers know your calendar better than your clients do.
- Clients email photos of their W-2s and bank statements, and those attachments sit in inboxes for years.
- Your tax software provider asks whether the firm has a written information security plan, and nobody is sure where it is.
- A fake e-file rejection notice, timed for the first week of April, lands in every preparer's inbox.
- Seasonal preparers get logins in January and nobody switches them off in May.
- The practice system crawls in the last week before the deadline, when every partner is in it.
What fits
Where an accounting firm should start
Application Development
A client portal for uploads and signatures, so a W-2 never travels as an email attachment again.
Read moreCompliance Management
A written information security plan that describes what the firm really does, kept current rather than drafted once and filed.
Read moreSecurity Awareness Training
Phishing drills built around e-file notices and fake client documents, run in January before the season starts.
Read moreIdentity & Access Management (IAM)
Seasonal staff given access on their first day and closed on their last, with MFA on every login in between.
Read moreAI Agent & Workflow Automation
Source documents read, sorted into the right client folder and checked for missing forms before a preparer opens them.
Read moreServer & Infrastructure Management
Practice software hosted where it keeps its speed in the final week of the season.
Read more
Illustrative work
What a job here can look like
Examples of the kind of work we do, written to show its shape. They are not client engagements.
How did last tax season go?
The part that broke, and the part that nearly did.
We'll tell you what we'd fix before January. Nothing comes off a price list; the quote is built around your partners, your preparers and your season.
- What we arePlan, create, launch, maintain
- What we areSentrello Premier Partner
- What we areEvery quote written for you