Running a tax preparation business means constantly dealing with complex data, shifting regulations, and tight deadlines—often across multiple systems.
At Sigma Tax Pro, we help you develop a secure and reliable IT environment so your business can run smoothly. Our managed IT services for tax firms streamline your entire operation, supporting your critical software needs and making tax season more efficient and less stressful.
Our Managed Services packages are comprehensive, and for Pro, Pro Plus, and Platinum customers they include line-of-business software, email, backup/cloud storage, Microsoft Office, and virtual servers, among other key items. Partnering with us across these IT services enables accounting firms to eliminate the cost and complication of maintaining an in-house IT department.
Imagine having full access to your tax office from any device, anywhere in the world. That’s the reality when you choose our packages.
Sigma Tax Pro provides professional tax software hosting on a secure virtual server that’s built for accessibility and productivity, and that delivers 99.9% uptime.
You and your team can simply log in from a laptop, tablet, or smartphone for full access to your tax software, whenever you need it—and without the anxiety of a crashing desktop, disruptive power outages, or unexpected IT issues. Our team is on hand to support everything you need to make your next tax season your most successful yet.
Whether your tax office takes advantage of bank products or prefers collecting prep fees up front, we offer two managed service plan groups for you to choose from:
Designed for tax offices that leverage bank products, this service provides a single, convenient annual fee paid after the tax season concludes. You’ll receive tailored IT support specifically for tax firms that integrates assistance for tax returns and the management of bank products within your Sigma Tax Pro software—so you get the help you need at every stage of your operations.
(Included with 25 BPs)
+ Classic Service
Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.
+ Software License*
Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.
+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.
+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!
+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!
+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.
+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.
+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.
+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.
+ Remote Monitoring and Mgmt (RMM)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.
+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.
+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.
+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!
$999
+ Classic Service
Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.
+ Software License*
Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.
(SR Only)
+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.
+ Software License*
Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.
+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!
+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!
+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.
+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.
+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.
+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.
+ Remote Monitoring and Mgmt (RMM)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.
+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.
+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.
+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!
$3,499
+ Classic Service
Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.
+ Software License*
Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.
(SR/DR/TW)
+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.
+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!
+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!
+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.
+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.
+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.
+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.
+ Remote Monitoring and Mgmt (RMM)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.
+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.
+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.
+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!
$4,999
+ Classic Service
Discount Software (Sigma 1040-SR, Sigma 1040-TW, Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.
+ Software License*
Sigma Software License with Pro Service Package, Sigma 1040-SR, Sigma 1040-TW or 1040-DR with Pro Plus/Platinum Service Packages.
(SR/DR/TW)
+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.
+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!
+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!
+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.
+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.
+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.
+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.
+ Remote Monitoring and Mgmt (RMM)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices.
+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.
+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.
+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!
Ideal for tax offices that collect prep fees up front, this program offers the flexibility of a convenient monthly payment plan. It is perfectly suited for firms focused primarily on tax return and filing support, or for offices that are starting their journey and require professional IT assistance while they structure the rest of their business.
$99 per month
+ Classic Service
Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.
+ Software License (DR/TW)*
Your choice of Sigma 1040-TW or 1040-DR
+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.
+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!
+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.+ RMM (Remote Monitoring and Mgmt)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!$199 per month
+ Classic Service
Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.+ Software License (DR/TW)*
Your choice of Sigma 1040-TW or 1040-DR+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.+ RMM (Remote Monitoring and Mgmt)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!+ Classic Service
Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.+ Software License (DR/TW)*
Your choice of Sigma 1040-TW or 1040-DR+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.+ RMM (Remote Monitoring and Mgmt)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition!$499 per month
+ Classic Service
Discount Software (Sigma 1040-TW and Sigma 1040-DR), Bank Product Integration, Software Registration, Software Installation, Hardware Installation, Networking Support, Tech Support, EFIN/PTIN Support, and Software Conversions.+ Software License (DR/TW)*
Your choice of Sigma 1040-TW or 1040-DR+ EAS (Equipment Advisory Service)
A critical step for any tax office prior to season beginning is to do a full review of their IT equipment & framework. Our IT managers will prepare you for your most successful season ever by advising on any potential IT shortcomings.+ Email Setup w/ G Suite
It’s simple, any professional tax office should have its own email domain-extension. Keep your communications organized with Google’s user-friendly G-Suite platform. You also get 30 GBs of additional cloud storage!+ Tax Prep School
Learn from the best at your own pace and convenience. Get a voucher for 40 hours applied to ANY CE course. Click here!+ Anti-Virus
Why put your business and client information at risk? Prevent, detect and destroy computer viruses, worms, trojans, adware and more.+ Microsoft Office
Get access to a suite of Microsoft products that are fundamental to any professional tax office, including Microsoft Word, Excel, Access, Publisher, PowerPoint, and Outlook.+ Backup and Disaster Recovery (BDR)
Backup and Disaster Recovery is a vital part of any business IT strategy. As security breaches and network outages are a common threat, this is an insurance that tax offices should definitely consider.+ Cloud Storage
With 30GBs of storage you can eliminate the need to buy and manage your own storage infrastructure and be able to access and deliver data anytime, anywhere.+ RMM (Remote Monitoring and Mgmt)
Save money and take the headache out of managing your office’s technology. Sigma Tax Pro’s IT experts will remotely monitor and manage your network devices, desktops, servers and mobile devices .+ Virtual Server
A Virtual Server will provide a simpler, faster, cost-effective solution to sharing hardware and software resources across multiple operating systems.+ VPN
A VPN (Virtual Private Network) gives a large tax office significantly increased security no matter where its team is connecting from. Preparers can login to the network from home or on the road and enjoy the same security as if they were in the office.+ Website Hosting
Have a website? We’ll take over the hosting costs for you. And if you don’t have one, we recommend you visit our Creative Services page to get ahead of the competition! Ready for full and secure access to your tax office from any device, anywhere in the world?
Our comprehensive managed IT services are suitable for tax firms wanting reliable, secure, and scalable operations during the busiest times. For those firms, we are a strategic partner.
Protecting your clients’ sensitive financial data is paramount. Our services align with compliance and privacy standards, and provide multi-layered defense mechanisms. We provide:
Our IT services for accounting firms include the full Microsoft Office suite, containing essential tax office applications like Word, Excel, and Outlook (for Pro, Pro Plus, and Platinum customers).
For these customers, we also help you set up your email with G Suite, giving your office a professional email domain extension and 30 GBs of dedicated cloud storage. Our cloud storage saves you buying this separately, and provides secure access to your data anytime, anywhere.
Finally, our remote monitoring and management (RMM) experts oversee and manage your network devices, desktops, servers, and mobile devices remotely.
Our IT support for tax firms is reliable and tailored to your particular software environment.
Tax season demands real-time software updates and version changes. Our services guarantee you always have the latest, most compatible tools without delays, giving your team the technology they need during the busiest times.
All our plans feature comprehensive tech support and essential services like EFIN/PTIN assistance. Our IT managers also offer an equipment advisory service (EAS), and will carry out a full review of your IT equipment and framework before the season begins to advise on potential IT shortcomings.
Lastly, we provide a tax prep school voucher for 40 hours applied to any CE course, providing your team with continuous learning at their convenience.
Want to eliminate IT headaches and streamline your tax operations?
Our comprehensive managed IT services streamline your entire operation, supporting critical software needs. Our solutions strengthen your IT environment, helping your business run smoothly. Packages include line-of-business software, email, cloud storage, Microsoft Office, and virtual servers, plus others.
By choosing our managed IT services, you can eliminate the costs and stresses of maintaining an in-house IT department. Our services are reliable, secure, and scalable.
Yes, Sigma Tax Pro provides cutting-edge virtual server solutions, offering professional tax software hosting on a secure platform with an unbeatable 99.9% uptime.
Our services are aligned with compliance and privacy standards, providing you with a multi-layered defense. We provide essential security and data assurance through:
Pro, Pro Plus, and Platinum customers get access to a range of productivity tools, including:
