Chicago Financial Firm IT Support

IT Support for Chicago Financial firms

From data security and automation to accessing a fast personal IT team, get more work done with the help of Protek-IT.

For financial firms and CPAs, minutes spent waiting on a reboot, unfreezing your accounting software, or dealing with network outages is unacceptable — especially in the busy tax season when you must hit hard deadlines and keep your clients in the know.

Feeling as if technology is holding your business down instead of making your work effortless and fast signals that you could benefit from your personal local IT support team.

With PRO’s Managed IT Support for accountants and financial firms, you get a whole IT team at your disposal, not just one ‘tech guy’ — for a flat-rate monthly fee.

Why Protek-IT

We’re your in-house team.

Our team of IT specialists will work as an extension of your financial business. Reach out to us with any issue, expect a rapid response, friendly communications, and efficient resolutions to any technical problem.

Full support from one place.

Forget about getting support from 5 different vendors, and waiting on hold while your crucial work is begging to be looked at. Protek-IT provides you just one contact for network support, help desk support, IT consultation, business optimization, and more. Dial one number and we’ll take care of the rest.

Designed for financial firms.

We actively support different financial institutions, including CPAs, insurance companies, wealth management businesses and financial advisors. We understand the unique challenges for financial firms, specifically compliance and data security.

Documentation & proactivity.

When you partner with us, we create a strategic approach to your business and implement monitoring that keeps your devices in great order. We’ll help you avoid unexpected high costs and keep an eye on your entire infrastructure. Everything is saved in one place, safely and securely with us.

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What our clients are saying
They’re our key technology partner. They helped us move offices and did our whole IT setup, including computers and equipment.

They’re very efficient and get back to us very quickly.
Jennifer Gerber, Lakeshore Financial Group

Why Choose IT Support for Financial Firms

Data security

We make sure your clients' sensitive data is protected, safely stored, and properly backed up so they feel safe with keeping their sensitive financial data with you.

Tailored IT strategy

We take a deep dive into your business infrastructure to detect bottlenecks and find ways to make your work more efficient with automation and better-suited software.

Regulatory compliance

We implement a strict cybersecurity compliance program customized for your business to help you meet the criteria for PCI DSS, and other standards.

Personal IT Support team

You tap into a team of knowledgeable and skilled IT experts to fix avoid any technical issues you are experiencing or that is hindering your ability to work efficiently.

Protek-IT services for Chicago Accountants and Financial Services

Microsoft Cloud for Financial Services (+ FINANCIAL CRIME PROTECTION)

We assess your needs and goals to set up services that improve your day-to-day, including the Microsoft 365 productivity suite, and secure cloud backup.

Microsoft provides capabilities to manage risk across your business, boost compliance and stay on top of regulatory requirements. We will also manage a cyber security system that will help protect against losses and financial crime.

Network monitoring & support

IRA deadlines don’t wait — your work is often reliant on a stable network connection. Protek-IT will monitor and manage your network to ensure minimal interruption to work.

Instead of juggling between vendors, you can leave troubleshooting to our support engineers – from patching and troubleshooting to incident management.

Help Desk Support

Protek-IT’s responsive and efficient unlimited Help Desk support helps employees with any tech issue that might have stopped them at their tracks.

We work diligently to ensure you meet every deadline and keep your clients happy. From network troubleshooting to upgrades and training, you can count on us.

Device virtualization

Virtualization helps utilize hardware in an efficient, affordable, and scalable way between your employees.

Running multiple applications on the same (virtualized) device helps divide resources effortlessly, provides portability and decreases expenses while opening resources for more meaningful work.

Disaster recovery & financial crime protection

Get peace of mind knowing your client’s financial data is always safely stored and regularly backed up.

Your tailored comprehensive disaster recovery plan helps you quickly come out of any catastrophic situation – whether it be ransomware, an outage or hardware breaking – and help you be there for your clients.

Software support

We provide full support for a variety of software and tools used by accountants and bookkeepers, including:

– Microsoft 365
– Intuit QuickBooks
– Sage (Intacct)
– Quicken
– Microsoft Dynamics
– QuickBooks Online
– FreshBooks
– PeachTree

Get started today

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Schedule a discovery calll via the form below

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We assess your setup and recommend services

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