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Outsourced Compliance and IT Solutions for Tax Accounting Firms and RIAs

BetterIT is an outsourced IT firm that helps Tax Accounting Firms and RIAs become secure, compliant, and efficient. We specialize in providing tailored IT solutions to meet the unique needs of financial professionals. Our team is dedicated to ensuring the smooth, secure, and compliant operation of your IT systems, allowing you to focus on serving your clients with confidence.

Relaxed Businessman

Our Clients and Partners

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Client or Partner logo
Client or Partner logo
Client or Partner logo
Client or Partner logo

When we hear this from Tax Accountants and RIAs...

We know we can help.

  • I want to make sure sensitive client data is protected, but I also need my team to be able to work without security measures getting in the way.

  • We're swamped during tax season, and I need my tax software to work. Not crash or take forever to do anything.

  • It is so hard to make sure my team is encrypting every email that has sensitive data. We keep getting nasty emails from our broker dealer whenever someone makes a mistake.

  • I need to have a WISP. How do I make one?

  • None of our systems are integrated. I feel like I have to go to ten different places to get anything done.

  • I need to be compliant (GLBA, SEC, FINRA), how do I ensure that I am compliant?

OUR SERVICES

IT Solutions Tailored for Tax Accountants and RIAs

Services

See How We Help Firms Like Yours

For Accountants

For RIAs

CLIENT TESTIMONIALS

What Our Clients Say

Stephen Hill

They are proactive about recommending best-practices with technology and cyber security. They are responsive to every phone call and email no matter how small or big the topic, and they are mindful of costs and prioritize what is in our best interest. Most of all, Keven and his team value building a long-term, positive relationship with their clients.

Mike Malloy

“I have never encountered anyone who could come close to matching their knowledge and expertise in meeting my needs for hardware, software and the now extremely vital area of cybersecurity. Keven and his staff are genuinely nice people, accessible, accommodating, always ready to respond with a highly effective solution to a problem/emergency.”

Eileen Magno

“After years of searching, we finally found an IT service provider who is knowledgeable, reliable, and available . . . not to mention affordable. They are quick to respond and even quicker to analyze or fix whatever problems we may be having. They explain issues and equipment in laymen’s terms and make sure we know and understand what we are using and/or buying. Downtime has diminished and our equipment has never worked better!  Believe me, we’ve tried many . . . finally, we found the best!”

Contact

1650 Market Street, Suite 3600

Philadelphia, PA 19103

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