Managed IT for Accounting Firms and Financial Offices in Portland

Accounting firms, bookkeepers, financial advisors, and small insurance and mortgage offices hold some of the most valuable data a thief can find: Social Security numbers, tax returns, account statements, and wire instructions. When systems go down in March or April, client work stops. When a phishing email gets through, client money and trust are at risk. PDX Information Technology Services (PDX IT) is a local IT firm, founded in 2020, that financial offices across Portland Metro & Southwest Washington can hand all of that to. We provide managed IT for financial services: MFA, encryption, email security, tested backups, and help desk, on one per-user monthly plan.

What security and privacy rules expect from your technology

Financial offices work under rules that expect real safeguards for client information. For many firms that includes the FTC Safeguards Rule, and advisors and other regulated offices often have recordkeeping and privacy requirements as well. The common thread is the same: control who can access client data, protect it with MFA and encryption, train your people, keep records, and be ready to respond if something goes wrong.

We don’t give legal or compliance opinions; that’s your counsel’s job. We help you put the technical safeguards in place that your security plan and recordkeeping rules call for, and help support your compliance efforts.

Why Portland Financial Offices Choose Managed IT

Tax deadlines, quarter-end, and closing dates don’t move because a laptop died or an account got locked. Our managed plans monitor your systems around the clock, patch on a schedule, and staff the help desk, so problems get caught before busy season instead of during it. That’s what IT support Portland financial firms should expect: prevention, not a repair bill.

Stopping wire fraud and phishing

Fake payment updates, look-alike client emails, and phishing aimed at financial staff are a real risk for any office that moves money or handles returns. We help you close the gaps:

• INKY impersonation-aware email protection on Platinum
• MFA on email, business applications, client portals, remote access, and banking portals
• External-sender warnings and monitoring for suspicious forwarding rules
• A written verify-before-you-pay process for wire and payment changes, with callbacks to a known number
• Short, regular security awareness training with current examples, including AI-written phishing

Thinking about AI tools at your firm? Read AI for CPAs and financial advisors before staff paste client data into a chatbot.

Protecting client files and financial data

• Access limited by role, so people see only what they need
• Encrypted laptops and secure remote access for staff who work outside the office
• Microsoft 365 security settings and permissions reviewed and kept tidy
• Clean onboarding and offboarding when people join or leave
• Coordination with the software vendors your firm already uses

Support for accounting, advisory, insurance, and mortgage offices

Every financial office is a little different, and the rules that apply to you are for your compliance officer or counsel to interpret. We focus on the technology: secure email, MFA, device protection, monitored systems, and access controls, so you can answer questions from clients, examiners, or carriers with confidence.

Backups you can actually restore

Ransomware and accidental deletions happen, and losing client records isn’t an option. We run monitored backups with ransomware-resistant copies, test restores regularly, and help you plan for recovery. Details are on our backup and disaster recovery page.

Cyber insurance and breach readiness

Carriers commonly ask about MFA, email security, backups, and training when you apply for or renew cyber coverage. We help you answer those questions with real evidence, not guesses, and be prepared if an incident happens. Coverage decisions stay between you and your carrier. For what happens after an incident, see data breach reporting for CPAs and advisors, plus our cybersecurity services and compliance services.

Managed IT Pricing for Portland Financial Offices

Gold Managed Services starts at $100 per user, per month. It includes 24/7 monitoring, weekly tune-ups and security patches, managed security tools, unlimited remote support, and unlimited on-site support. On-site support across Portland Metro & Southwest Washington with no trip fee; remote support anywhere in the U.S.

Platinum Managed Services starts at $180 per user, per month. It includes everything in Gold, plus a 24/7 security operations center (SOC), managed detection and response (MDR), INKY email and phishing protection, employee security training, Microsoft 365 protection and alerts, and dark web monitoring.

Optional add-ons are quoted in writing before you agree to them. Microsoft 365 licenses are billed directly by Microsoft. No break-fix, no hourly billing, no project fees: every client is on a proactive managed plan with one predictable monthly price per user.

90-day opt-out

If we’re not the right fit, you can cancel in the first 90 days with no penalties. Switching IT providers shouldn’t feel like a leap without a net.

How we start without disrupting your busiest weeks

• Step 1: Book a confidential assessment.
• Step 2: We review accounts, devices, backups, and email security,.
• Step 3: We recommend Gold or Platinum with starting-at pricing.
• Step 4: We schedule the cutover around your deadlines, planned around your busy periods.

Our office is at 8215 SW Tualatin-Sherwood Rd, Suite 200, Tualatin, OR 97062. Budgeting? See managed IT cost in Portland.

Frequently asked questions

Can you help us meet the security rules that apply to our firm?

We help you put the technical safeguards in place that your security plan and recordkeeping rules call for, such as MFA, encryption, access control, backups, and monitoring. Which rules apply to your firm, and how, is a question for your counsel or compliance officer.

Are you a compliance firm?

No. We’re a managed IT provider. We help support compliance with the technology side; legal and policy decisions stay with your firm.

Do you support offices in Vancouver WA and Lake Oswego?

Yes. Our office is in Tualatin, and we provide on-site support across Portland Metro & Southwest Washington with no trip fee; remote support anywhere in the U.S.

How is your IT support billed?

One predictable monthly price per user on a managed plan: Gold from $100 or Platinum from $180 per user, per month. No break-fix, no hourly billing, no project fees.

What if it isn’t a good fit?

We offer a 90-day opt-out: cancel in the first 90 days with no penalties.

Related: Portland managed IT services · managed IT Vancouver WA · managed IT for law firms · HIPAA IT services · managed IT by industry