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Backup and recovery for accounting firms

Restore testing and recovery assurance for accounting and tax firms: protect client files and tax software, prove you can recover before filing season, and keep the record.

Talk about your systems

The gaps that show up in firms like yours

  • Client files backed up, but the tax application and its configuration never tested for recovery
  • One person who knows how to restore, and no written steps if they are out
  • Cloud document storage assumed to be a backup when it only syncs
  • No dated evidence to answer a client's or insurer's recovery question

Where to start