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IT support for the technology stack behind tax and accounting firms.

Swift Assist Tech supports CPA firms, tax professionals, and accounting teams using Thomson Reuters applications, document management tools, workflow systems, hosted environments, and cloud platforms.

Application focus

Support for the tools your firm depends on.

Many IT providers understand computers and networks. Fewer understand the tax, document, and workflow systems your staff relies on every day especially during busy season.

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Tax Preparation

Support around UltraTax CS, SurePrep, 1040SCAN, Verify, tax workflow planning, user questions, and coordination when tax production slows down.

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Document Management

Support for GoFileRoom and FileCabinet CS, including document workflows, permissions, indexing, scanning, PDF processes, and practical firm adoption.

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Firm Workflow

Support for Practice CS, FirmFlow, firm processes, access, routing, permissions, status tracking, and helping your team use the right tool at the right time.

Why it matters

Tax season does not leave room for technology confusion.

When systems are slow, applications error, permissions are wrong, documents are hard to find, or vendors point fingers, your team loses time. We help translate between the software, the hosting environment, and your actual workflow.

Common support areas

  • UltraTax CS, Practice CS, FileCabinet CS, GoFileRoom, FirmFlow, and SurePrep support
  • User access, permissions, onboarding, and offboarding
  • Hosted Thomson Reuters performance concerns
  • Document routing, scanning, indexing, and PDF workflow issues
  • Vendor coordination, migrations, upgrades, and environment changes
Hosted environments

Tax and accounting applications need more than generic IT support.

Many firms run critical applications in hosted desktops, Verito environments, RemoteApp, RDS, or other cloud platforms. We help connect the dots between user support, application behavior, hosting performance, and vendor communication.

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Verito & Cloud Hosting

Help with access, sessions, hosted application performance, printers, scanners, shortcuts, and user experience inside cloud-hosted environments.

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Vendor Coordination

We help prevent issues from bouncing between software vendors, hosting providers, Microsoft 365, internet providers, and your internal team.

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Workflow Consulting

Practical guidance for making the technology fit the way your firm actually work not just how the software was installed.

Need help with tax and accounting technology?

Tell us what application, workflow, or environment issue is slowing the firm down.

Talk with an Expert