IT Solutions for Financial Firms

📊 Why Financial Firms Choose NeaTech Solutions

Financial institutions require high-security, high-availability IT systems — and absolute compliance.
At NeaTech Solutions, we provide IT support tailored for accounting firms, investment advisors, tax professionals, and financial service providers.
We ensure secure operations, compliance with industry regulations, and responsive support that protects your clients and your firm’s reputation.

🔐 Compliance & Data Security for Finance

  • Adhere to standards like FINRA, SEC, GLBA, and SOX
  • Role-based access controls and multi-factor authentication (MFA)
  • Data loss prevention (DLP), breach detection, and recovery

🧩 Financial Software & Platform Support

  • Support for platforms like QuickBooks, Xero, Sage, Bloomberg Terminal, Lacerte, Drake, and more
  • Performance tuning and user support
  • Power BI reports real-time

🔄 Onsite & Remote Support

  • SLA-backed response times for time-sensitive operations
  • Remote support for mobile CPAs, tax consultants, and hybrid staff
  • Emergency onsite visits for outages, hardware, or cybersecurity incidents

☁️ Cloud Access & Secure File Sharing

  • Setup of Microsoft 365, SharePoint, and OneDrive for document control
  • Secure client portals and file exchange (Citrix ShareFile, Dropbox Business, etc.)
  • Collaboration tools like Microsoft Teams and Zoom with compliance controls

🖥️ Device & Endpoint Management

  • Endpoint security for all firm-issued desktops, laptops, and tablets
  • Patch management, antivirus, and system health monitoring
  • Device provisioning, remote wipe, and access revocation
  • Support for scanners, printers, and secure file storage devices

🗂️ Document Backup & Business Continuity

  • Automated, encrypted backups with compliance retention periods
  • Support for audit-readiness and compliance reviews
  • Version control for client files, reports, and audit documentation

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