Security concerns you can’t see
Tax returns, financial statements, and personal information make security a serious concern. Without clear visibility and follow-through, it’s hard to feel confident that the right safeguards are in place and working.
IT support for Finance · Dallas-Fort Worth
Protect the trust your financial firm has built.
You want confidence that your technology, cybersecurity, and compliance-related IT needs are being handled. Ergon takes time to understand how your financial firm operates, responds with a real person, and communicates clearly, so you can focus on your clients instead of second-guessing your IT.
Clear, plain-English IT support for your team and your work.
We understand your work
When your IT provider is reactive, you’re left carrying the risk.
You’re ultimately responsible for protecting client trust, but a slow, reactive IT provider can leave you wondering whether security, technology, and compliance-related IT needs are really being addressed, or whether something important is being overlooked.
Uncertainty about compliance-related IT
It can be difficult to know which technology controls and documentation need attention or which obligations apply. Requirements depend on your organization and activities, and should be confirmed with qualified advisors.
Slow support when you need it
When accounting software, email, or file access fails, a delayed response can disrupt client work and leave your team waiting for help.
The worry that something is being overlooked
If your provider only reacts after something breaks and doesn’t explain what’s being done, it’s hard to know whether security and technology risks are being addressed.
What better support looks like
A responsive partner and a clear plan forward.
You deserve a technology partner who understands your firm, explains what matters in plain English, and follows through. If we say something is protected, we’ve tested it.
Talk to a real person
Explain what’s happening and what concerns you. Ergon’s stated response time is 5 minutes or less.
Understand your firm
We take time to learn how your financial firm operates, what matters most, and where you need more confidence.
Get a clear plan
An Ergon engineer evaluates your technology and security needs, identifies potential gaps, and explains practical next steps.
Follow-through you can verify
We put the agreed plan into action, test protections we say are in place, and monitor the network 24/7/365.
Support for the systems your team relies on.
Explore the services that can support your technology environment. The right scope depends on your systems, goals, and responsibilities.
Managed IT Services
Ongoing IT support and 24/7/365 network monitoring for the systems your operation relies on.
Explore service →Cybersecurity
Discuss practical protections for users, devices, email, and business systems.
Explore service →AI Integration
Explore practical workflows, data-handling considerations, and responsible guardrails.
Explore service →VoIP Phone Services
Modern business phone systems for communication needs as your operation grows.
Explore service →Network Infrastructure
Consult on networks and connectivity for your operation and locations.
Explore service →Backup & Recovery
Plan offsite backup for domain and server data and discuss recovery needs.
Explore service →A standard we stand by
Technology support with trust at its core.
“If we say something is protected, we’ve tested it.”
Common questions
Finance IT FAQs
How much do managed IT services cost for a finance or accounting firm?+
As a general industry benchmark, comprehensive managed IT services typically range from $100 to $250 per user per month. Your price depends on your users, systems, and scope, and we share it upfront, with no surprises.
When an IT issue interrupts client work, will we reach a real person, and how fast?+
Yes, Ergon aims to answer with a real person. Our stated response time is 5 minutes or less. Resolution time depends on the issue and agreed support scope.
What IT services do accounting firms and financial businesses need?+
Common needs include managed IT support, cybersecurity, monitoring, backup and recovery, Microsoft 365, vendor coordination, and technology planning. The right scope depends on your users, systems, client requirements, and business priorities.
Can you support QuickBooks, CCH Axcess, UltraTax, and other accounting software?+
We can help with the surrounding technology, such as computers, networks, user access, Microsoft 365, security, and backups. If an issue belongs to the software itself, we can discuss coordinating with the vendor. Specific platform support and responsibilities should be confirmed in the agreed scope.
What does switching IT providers involve?+
We start by understanding your systems, vendors, and support needs, then plan the transition, access, and responsibilities before changes begin. Timing and steps depend on your current environment and agreed scope.
Can you help us meet cyber insurance requirements?+
We can review the technology controls and documentation your insurer asks about and discuss practical next steps. Requirements vary by policy and organization, so confirm the exact requirements with your broker or insurer.
How do we protect our firm and our clients from wire fraud and email scams?+
Use layered email and account safeguards, staff awareness, and clear verification procedures for payment or wire changes. Confirm requests through a trusted, separate channel rather than replying to the message. Ergon can discuss technology protections for email, accounts, and devices within an agreed scope.
How do we know our security protections are actually working?+
Ask what protections are in place, how they’re monitored, and how they’re tested. Ergon’s approach includes 24/7/365 network monitoring, and our trust statement is: “If we say something is protected, we’ve tested it.” Specific checks depend on your systems and agreed service scope.
How do you support the IT side of FTC Safeguards, IRS WISP, and SEC requirements?+
Ergon can review technology controls, security practices, and related documentation within an agreed scope. Applicability and requirements depend on your organization and activities; confirm them with qualified legal or compliance advisors. We provide IT support, not legal advice or a compliance guarantee.
How do you keep us running during tax season and month-end close?+
Ongoing monitoring and responsive support can help address technology issues, and planning ahead can reduce avoidable surprises during busy periods. No provider can guarantee there will never be downtime; support and escalation arrangements depend on the agreed scope.
How do we know if our current IT provider is overlooking something?+
It can be hard to tell when support is mostly reactive or you’re not getting clear answers about your technology and security. An IT assessment can help review your environment, discuss potential gaps, and outline priorities. It’s a practical review, not a guarantee that every risk will be found.
Start with a conversation
Let’s talk about your technology needs.
Tell us what your team relies on and where you need support.