We give Arizona CPAs, EAs, and accounting firms the uptime, secure portals, and IRS-aligned safeguards required to run a modern practice — without surprises in April.
Challenges
The day-to-day friction we hear about most from accounting firms like yours.
Lacerte, UltraTax, and ProSeries pegging CPUs while everyone is racing the April 15 deadline.
Email attachments are a non-starter — but clients still try to send 1099s through Gmail.
Concurrent-user licenses, network installs, and update orchestration across the firm.
Audit and assurance teams have different software, security, and storage demands than tax.
Tax season means seasonal preparers — onboard them fast, offboard them faster.
Picking and rolling out a secure portal clients will actually use.
Cybersecurity Risks
Cybercriminals don't pick targets at random. Here's what they're aiming at in your industry.
Threat actors steal IRS Electronic Filing Identification Numbers to file fraudulent returns under your firm's name.
An accounting firm breach exposes hundreds or thousands of SSNs in one shot — and triggers IRS reporting obligations.
Encryption of working files in March can destroy a firm's revenue year.
Refund-redirection scams via spoofed CPA email are a documented IRS-flagged pattern.
Compromised e-Services accounts give attackers transcript and CAF access — direct path to ID theft.
A preparer leaving with client tax data is both a confidentiality breach and an IRS-flagged event.
Software We Support
We speak the language of your software stack — no learning curve required.
Network installation, hosting, integration with QuickBooks, and tax-season performance optimization.
Server-based and cloud deployments, CS Suite integration, and concurrent-license management.
Workstation deployment, e-filing connectivity, and seasonal-staff provisioning.
Full Wolters Kluwer suite support including document management and engagement workflows.
Multi-company file management, hosted environments, and bookkeeping-client setup.
Cloud accounting platform configuration, integrations, and ongoing administration.
Secure client portals with e-signature, document collection, and IRS-acceptable workflows.
Audit and assurance platform support, file-sharing, and review workflows.
Email, Teams, OneDrive with retention policies tuned to seven-year tax-record requirements.
Compliance
We align your IT controls with the frameworks that govern your industry — and document everything so auditors don't have to guess.
Mandatory written information security program (WISP) — we deliver it, implement the controls, and update it annually.
Our WISP template aligns to the IRS's own framework and the AICPA-recommended structure.
Accounting firms are 'financial institutions' under GLBA — we implement every required Safeguards Rule element.
If you provide outsourced accounting or are pursuing SOC 2, we deliver the IT general controls evidence.
Network segmentation and tokenized payment processing keep your environment out of PCI scope.
Arizona A.R.S. § 18-552 and multi-state notification for firms with out-of-state clients.
Practitioner-conduct rules around competence and confidentiality mapped to your technology controls.
Our Solutions
Purpose-built IT and cybersecurity engagements that map directly to your operational realities.
Pre-season workstation and server optimization, license validation, and stress-tested print/scan/e-file workflows.
A written information security program that satisfies IRS Pub 4557 and the FTC Safeguards Rule — refreshed every year.
Deploy and train your team on SmartVault, ShareFile, Liscio, or an alternative — and migrate clients off insecure email.
MFA, conditional access, anti-impersonation, and email DLP to defend against refund-redirection fraud.
Encrypted, immutable, off-site backups of every tax-year working file with documented restore testing.
Privileged-access management, MFA enforcement, and monitoring on the credentials that matter most to the IRS.
FAQs
Client Reviews
All 5-star reviews from real clients across the Valley. See why businesses choose Liquid IT.
"Liquid IT changed how our law firm runs. Fifty years in business, multiple offices, a huge database — and response times that beat anything we've had before. The communication and expectation management are unlike any other provider we've worked with. If you're choosing between firms, pick this one."
"We were facing a critical six-month system breakdown that multiple companies had tried—and failed—to fix. Josh and the team jumped in immediately, worked outside business hours, resolved the issue overnight, and delivered a scalable solution within 48 hours. Their integrity, speed, and technical expertise are unmatched."
"Liquid IT has been an incredible resource helping to navigate a few extremely stressful situations. From the onset, they were professional, calm and friendly. Thank you for being great at your work but also being genuinely nice people. I wish I could leave more than 5 stars!"
"Meghan does an exceptional job of understanding your needs and making the most of your budget to effectively reduce your cybersecurity risk. She's skilled at identifying priorities and delivering smart, impactful solutions. I would highly recommend reaching out to her and her team."
"Josh and his team are excellent! Tickets are always addressed quickly and accurately. And the patience they display with our more technology challenged staff is above and beyond!"
"Liquid IT is incredibly knowledgeable. Our church had been trying to get Cox to resolve a problem for nearly two years. We hired Liquid IT and they fixed the problem in a matter of days. They have great business connections and are very responsive. We are highly satisfied!"
"Josh and the team at Liquid IT are absolutely amazing at taking care of my IT needs. Their active monitoring of my network and systems makes sure that we stay up and running all the time. Their proactive approach has proven to be very helpful. They are true IT professionals!"
"Their expertise and quick response time have made a huge difference for our business. Whether it's technical issues or implementing new systems, they handle everything with professionalism and efficiency. I highly recommend Liquid IT for anyone looking for reliable and knowledgeable IT services!"
"Liquid IT is one of the smartest business decisions we have made. They have helped us navigate unfamiliar territories where we most likely would have failed without their expertise. We 1,000% recommend Liquid IT to anyone needing a miracle worker in IT!"
"After slow response times from our previous MSP we switched to Liquid IT. The ticket speed response is fast and better quality. Josh knows every team member by name. He also meets with us to discuss our IT plan on a regular basis. Our firm is running better as a result."
"Our company benefits daily from Josh and his amazing team - keeping our files and client data protected. Highly recommend!!"
"Not only does he always immediately identify problems and solve them, but he is the most pleasant provider that we have had. I consider him a great friend. When he left the company that previously did computer tech for our firm, I was lost. With his new firm now in place, we are in much better shape."
"Their team was quick to respond, helped me with all my IT issues and went above and beyond to help me with a few other issues I didn't even know were present. Highly recommend!"
"I appreciate Liquid IT's proactive approach to managing the changing IT landscape. No problem is too small or too big. Liquid IT is always there ready to help with real solutions."
"The team at Liquid IT has been fantastic. Quick to respond and to resolve the issues. As someone who admittedly has limited IT knowledge, I come to depend on Liquid IT to help me through issues as they occur. They never let me down."
"Good work, good communication. More importantly addresses challenges quickly."
Join other Arizona businesses that trust Liquid IT.
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