Business Software Support
Remote support for QuickBooks, Drake Tax, TurboTax, M365, and CRM systems. Configuration, troubleshooting, and version management for professional firms.
The problem
Business-critical software failures have a direct impact on productivity, client deliverables, and revenue. Most issues are caused by configuration problems, version conflicts, or network factors, not the software itself. A technician familiar with both the software and the underlying infrastructure resolves these faster than vendor support queues.
What we do
Business Software Support provides remote configuration, troubleshooting, and ongoing administration for the business applications your team uses daily, primarily accounting and tax software, Microsoft 365, and CRM platforms.
Who it is for
Accounting firms, tax professionals, legal offices, and professional service firms that rely on QuickBooks, tax software, and Microsoft 365 for daily operations.
How an engagement works
We assess your current software configuration, document the environment, and establish a support relationship. When issues arise, you contact us directly. We diagnose the root cause and resolve it remotely.
Why it matters
A corrupted QuickBooks company file during tax season, a failed Drake Tax update, or an M365 mailbox that stops syncing can halt work for hours or days. Having a single contact who can diagnose whether the issue is the software, the server, or the network saves time and reduces disruption.
Included
- QuickBooks Desktop and Online configuration and troubleshooting
- QuickBooks company file repair and database server management
- Drake Tax and Lacerte installation and update management
- TurboTax Business installation support
- Microsoft 365 application configuration and troubleshooting
- CRM platform configuration (case-by-case basis)
- Company file backup automation and cloud synchronization
- Coordination with software vendor support on complex cases
Not included
- Software licensing purchases (we advise, you purchase)
- Custom software development or scripting
- Data entry or bookkeeping services
- ERP systems (SAP, NetSuite) without a separate assessment
What you can expect
- One contact for software issues regardless of whether the cause is the application, the server, or the network.
- QuickBooks company files are maintained and configured properly.
- Software updates are managed to avoid version conflicts.
- Faster resolution compared to navigating vendor support queues.
Questions about this
- Can you repair a corrupted QuickBooks company file?
- In many cases, yes. The extent of recovery depends on the corruption level. We assess the file remotely and advise on the best path forward.
- Do you help with QuickBooks Desktop multi-user setup?
- Yes. We configure QuickBooks Database Server Manager, set up proper network access, and troubleshoot multi-user connectivity issues.
- We are switching from QuickBooks Desktop to QuickBooks Online. Can you help?
- Yes. We can assist with the migration process and verify data integrity after the move.
- Do you support other accounting software not listed here?
- Contact us with specifics. We evaluate other accounting and professional software on a case-by-case basis.
What it costs
Yearly care starts from $249 a year and is priced from your written scope. A single job starts at $249. The final price is written down for you to approve first. There is no automatic renewal. Ask for a scoped quote or call (833) 613-8638.
Related reading
- Managed IT Services
- Managed Security (MSSP)
