The IT Roadmap Phoenix Accounting Firms Actually Need
Accounting and bookkeeping firms run on trust, accuracy, and efficiency. Your IT should make things easier, not add extra steps. At TechMait Solutions, we help Phoenix firms follow a simple roadmap that keeps technology smooth and secure: Lightweight IT → Fully Managed IT → Private AI Assistant
A modern, cloud-native environment powered by Microsoft solutions.
1 — Lightweight (Microsoft 365 foundation with one login)
We start by setting up a secure Microsoft 365 environment for email, files, and collaboration. Then we connect your favorite Google apps using Single Sign-On (SSO). That means one company login across both platforms. Pretty awesome, right? Let’s keep that fossil of an IT firm down the street from forcing you into a one-or-the-other Google vs. Microsoft box.
What it includes:
Microsoft 365 for mail, Teams, and secure file storage.
Google Workspace integration through SSO so you can still use Google tools you love.
Multi-Factor Authentication and Security Controls
User onboarding/offboarding
IT Support!
Result: fewer logins, less confusion, and a clean, professional setup that works across platforms and is built to scale.
2 — Fully Managed (proactive support that keeps things simple)
Once your environment is stable, we manage it for you. We handle patching, monitoring, security updates, and user changes so your firm can focus on clients instead of tech.
What it includes:
Device management through Intune
Regular patching and updates
Security policies for email and data
Flat-rate support with fast response when issues come up
Result: stable systems, less downtime, and clear visibility into your IT health.
3 — Private AI Assistant (your secure digital helper)
We can add a private AI assistant right inside Microsoft Teams. It uses your firm’s documents to help find files, summarize notes, and draft client messages, while keeping your data inside your environment.
Result: faster answers, fewer interruptions, and better use of staff time.
Quick decision guide
Small or new firm → Start with Lightweight (M365 + Google SSO)
Growing firm → Move to Fully Managed
Need to save time → Add a Private AI Assistant
Want effortless tech → Find an IT Partner that keeps things SIMPLE - you already found us :)
Contact TechMait Solutions or Book a Call today to explore your options and get your Accounting, Financial, or Bookkeeping Firm on the right IT roadmap.