Question 1

End User and Printer Support - The printer should not be the reason you miss a deadline.

Accepted Answer

Laptops, workstations, printers, and hosted virtual desktops in a CPA firm are the physical and endpoint layer of a deadline-driven operation. Whether your team runs local workstations or connects to a Verito or Azure AVD environment, we manage the endpoint layer so your people stay productive. A printer failure at 9pm in February or a thin client that won't connect to your hosted environment isn't a nuisance — it stops work. We provide support with a proactive orientation, monitoring your devices and environment before issues interrupt your team. We already know the CPA stack. No explaining your world before we can help.

IT support that already knows your stack, whether it's local workstations, hosted desktops, or both.

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IT support that already knows your stack, whether it's local workstations, hosted desktops, or both.

Question 2

Cloud Hosting, Files and Networking Migration - Move off the server before it decides to move you

Accepted Answer

An aging in-office server holding your client files and running your tax software is an expensive risk waiting to materialize. When it fails during filing season, the recovery timeline is not measured in hours. We've migrated CPA firms from local server infrastructure to cloud-hosted environments, typically for significantly less than a server replacement would cost, while maintaining the same day-to-day workflow for staff. Files move to SharePoint, SmartVault, Box, or OneDrive. Tax software moves to Verito or Azure AVD. Printers stay exactly where they are. The firm comes out more resilient, with a smaller security footprint and no disruption to the way the team works.

We moved a firm off an aging server to the cloud for about a third of what a new server would have cost and with no disruption to their workflow.

Question 3

Practice Management and Workflow Templating/Automation - Get more out of TaxDome, Karbon, or Canopy than a glorified task list

Accepted Answer

Practice management platforms like TaxDome, Karbon, and Canopy are capable tools that most firms never fully implement. Templates stay generic. Automations never get configured. Client portals go underused. The result is a tool that costs money but doesn't change how the work actually gets done. We implement and configure practice management platforms around your specific workflows, build the templates and automations that match how your firm actually operates, and train your team to use what you've paid for. When done right, these platforms reduce administrative overhead and give your team a clearer picture of where every engagement stands.

A practice management platform that actually matches your workflow, not the vendor's demo environment.

Question 4

Tax Prep Automation with Juno - Stop typing Box 14 codes. That's not what your team is for

Accepted Answer

The return preparation cycle in most firms runs on manual data entry: open a PDF, type a number, tab, repeat. Your best people are spending busy season on work that does not require their expertise. Juno automates the step from source documents to workpapers to your tax software, handling W-2s, 1099s, K-1s, and 100+ other document types. It pushes directly to Drake, Lacerte, ProConnect, and CCH Axcess, and nothing moves until you approve it. Firms using Juno report completing in a day what used to take a week. Zeytech is a Juno referral partner and can help your firm evaluate, implement, and integrate it with your existing stack.

Tax prep automation built by a CPA who was tired of 14-hour days. We help firms get set up and running.

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Tax prep automation built by a CPA who was tired of 14-hour days. We help firms get set up and running.

Question 5

WISP Security Compliance and Support - The IRS requires a WISP. Most firms don't have one that holds up

Accepted Answer

Every tax preparer is required by the IRS to maintain a Written Information Security Plan. In practice, many firms either don't have one, have one that was copied from a template and never updated, or have one that doesn't reflect how they actually operate. We write, standardize, monitor, and document WISPs for CPA firms in a way that holds up under scrutiny — not a checkbox exercise, but a living document that reflects your actual security practices and gets reviewed on a defined cadence. If your firm handles sensitive client financial data, this is not optional and not something to put off.

WISP documentation that reflects how your firm actually operates, written by people who understand what the IRS actually requires.

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WISP documentation that reflects how your firm actually operates, written by people who understand what the IRS actually requires.

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