# IT Services for Accounting & CPA Firms in Louisiana | Ener Systems

Source: https://www.enersystems.com/industries/accounting/

> Managed IT and cybersecurity for Louisiana accounting and CPA firms. FTC Safeguards Rule compliance, IRS Publication 4557, tax-software stability, and busy-season uptime — supported by a Covington-headquartered team.

# **Louisiana**IT Services for Accounting & CPA Firms in Louisiana

Schedule A Call

Ener Systems helps accounting firms, CPA practices, tax preparers, and bookkeeping businesses across Greater New Orleans, the Northshore, and Baton Rouge stay connected, protected, and compliant. We don't offer generic IT support — we deliver specialized, audit-ready technology services tailored to the real-world demands of tax season uptime, FTC Safeguards Rule obligations, IRS Publication 4557 standards, and the busy-season productivity your firm runs on.

If you're still dealing with tax-software lockouts during the January-April crunch, crashing client portals, or payroll systems that freeze during deadlines, you're not alone — and it doesn't have to be this way. We've built our reputation on removing those pain points and giving Louisiana accounting firms the tools to run stronger, safer, and more profitable practices.

## **Common Challenges**  
What's at Stake in an Accounting Firm

An accounting or CPA firm handles some of the most sensitive financial data in any business — tax returns, financial statements, client banking details, payroll runs, and audit work papers. The IT requirements are very specific:

- **FTC Safeguards Rule applies to you.** The 2023 update to the Safeguards Rule requires designated Qualified Individual, MFA on systems handling customer information, encryption, annual penetration testing or continuous monitoring, written information security program, vendor due diligence, and an annual board report. CPAs are explicitly covered.
- **IRS Publication 4557 (Safeguarding Taxpayer Data)** sets a baseline of cybersecurity controls every tax preparer must maintain — written security plan, MFA, encryption, employee training.
- **Busy-season uptime is non-negotiable.** A network outage between January 15 and April 15 can cost a firm tens of thousands in lost billable hours and client trust.
- **Tax software performance.** Lacerte, ProSeries, UltraTax, CCH Axcess, Drake, ProConnect — each has its own server, performance, and licensing quirks that generic MSPs don't know.
- **Phishing and BEC attacks are heavily concentrated on accounting firms,** especially during tax season. Attackers know AP teams move funds and target accordingly.

## **Your Trusted IT Partner**Why New Orleans Contractors Choose Ener Systems

**We Specialize in Construction IT**We understand the software, schedules, and site realities that define your world. From job site mobility to accounting system integration, we create IT strategies that eliminate downtime and drive results.

**Led by the Region's Top Cybersecurity Expert**Ener Systems is the only MSP in Greater New Orleans owned and led by a **CISSP-certified** cybersecurity veteran. We don't just protect your files—we protect your business.

**Fast Local Support You Can Rely On**Based in Covington, we serve businesses throughout Jefferson, Orleans, and St. Tammany Parishes. When you need us, we answer the phone—and show up fast.

**Custom IT Plans That Scale With You**We don't sell cookie-cutter packages. Every client gets a custom plan tailored to their workflows, software stack, and long-term growth goals.

**Built-In Cybersecurity**You can't afford another compromised email or exposed file. We secure your systems with advanced protection against ransomware, phishing, and internal threats—without making your life harder.

Schedule A Call

## **Services**  
Our IT Services

We deliver business-critical IT solutions designed to protect your operations, support your growth, and eliminate downtime. Whether you're a construction firm, contractor, or a compliance-driven organization, our services are built to work the way your business does: fast, secure, and reliable.

### Cybersecurity Services

Get true end-to-end protection against today's evolving threats. From firewalls and endpoint protection to email filtering and employee training, our cybersecurity stack is built around your workflows—so you're always secure without compromising productivity.

Cybersecurity Services

### Managed IT Services

Our all-inclusive managed IT services provide ongoing support, monitoring, patching, and issue resolution—so you can focus on building your business, not fixing tech problems. We prevent issues before they impact your productivity.

Managed IT Services

### Co-Managed IT Services

For companies with internal IT staff, our co-managed services offer the perfect partnership. We provide additional tools, advanced expertise, and scalable support—helping your team focus on strategic initiatives without burning out on daily support tickets.

Co-Managed IT Services

### Cloud Services

We help businesses transition to the cloud with purpose. From secure file sharing and scalable storage to cloud-based infrastructure and app hosting, our cloud solutions are designed to improve performance, boost mobility, and cut costs.

Cloud Services

### Phone Systems

Our phone solutions deliver enterprise-quality voice systems at a fraction of the cost of traditional phone lines. We handle design, implementation, call routing, and support—ensuring clear, reliable communication no matter where your team works.

Phone Systems

### Microsoft 365 Services

We make Microsoft 365 work harder for your business. From email migration to Teams collaboration and SharePoint optimization, we manage your licenses, support your users, and secure your Microsoft environment from end to end.

Microsoft 365 Services

### Business Video Surveillance Systems

Our surveillance systems go beyond basic camera installs. We provide intelligent, high-resolution video monitoring tailored for commercial environments, job sites, and high-risk areas—complete with real-time alerts, remote access, and secure footage storage.

Business Video Surveillance Systems

### Disaster Recovery Planning

Disasters don't wait—and neither do we. Our disaster recovery services ensure that critical data, applications, and systems are backed up and recoverable quickly, so you can bounce back from any event without extended downtime or data loss.

Disaster Recovery Planning

### IT Compliance Services

Whether you're facing regulatory audits or client security requirements, we ensure your IT environment is aligned with the latest compliance standards. We help you identify gaps, implement controls, and document your compliance posture with confidence.

IT Compliance Services

### CMMC Compliance Services

We help defense contractors and subcontractors meet Cybersecurity Maturity Model Certification (CMMC) requirements through detailed assessments, gap remediation, and ongoing support—ensuring eligibility for Department of Defense contracts.

CMMC Compliance Services

### HIPAA Compliance Services

We partner with healthcare organizations to design, implement, and manage IT environments that fully support HIPAA compliance. From secure data access controls to audit trail management, we simplify the path to protecting patient information.

HIPAA Compliance Services

### AI Strategy & Enablement

Unlock real ROI from AI with custom strategies designed for small to mid-sized businesses. Ener Systems helps you streamline operations, automate workflows, and integrate AI securely into your existing systems—without the complexity or risk.

AI Strategy & Enablement

## **FAQs**Frequently Asked Questions About Accounting Firm IT Services in New Orleans

### Can you handle the tax-season load reality for an accounting firm?

Yes. From January through April, accounting firms run 12-14 hour days. Servers that limped along the rest of the year crash under tax season load. We pre-test infrastructure every December — ISP capacity, UPS battery health, server headroom, backup verification — so firms running Lacerte, ProSeries, UltraTax, or Drake don't lose a single return to IT failure. Plus expanded support coverage during peak weeks.

### What tax software do you support — Lacerte, ProSeries, UltraTax, Drake, ATX?

All of them. Plus CCH ProSystem fx, Thomson Reuters GoSystem Tax, TaxWise, and the various state-specific filing platforms. We handle the server-side infrastructure, integration with document management, e-file transmission reliability, and the user provisioning for seasonal staff.

### Can you handle QuickBooks Desktop, QuickBooks Online, AND other accounting platforms?

Yes. QuickBooks Enterprise hosted environments (Right Networks, Cloud9, Summit Hosting), QuickBooks Online including Advanced, Sage 50, Sage Intacct, Xero, NetSuite, Microsoft Dynamics GP/Business Central. We don't push you to a specific platform — we manage what you use.

### How do you handle multi-firm document management — files for hundreds of clients?

Document management platforms like Doc.It, SmartVault, Suralink, ShareFile for Accountants, eFileCabinet. We manage the platform, integration with tax software for return PDFs, secure client portals for document upload/download, encryption of sensitive client data at rest, retention policies matching IRS requirements (3-7 years depending on document type), and audit logging.

### What does PCI compliance involve for an accounting firm that processes client payments?

If you accept credit card payments for fees (most firms now do via Stripe, Square, or payment processors integrated with QuickBooks/Xero), you have PCI obligations. Most firms are Level 4 merchants (under $20K/month) with self-assessment requirements. We handle: network segmentation isolating any system that touches card data, encryption, documented controls, quarterly external vulnerability scans, and the annual self-assessment questionnaire.

### How do you handle the IRS e-Services and the various tax authority portals?

We manage your firm's access to IRS e-Services, state tax authority portals, plus client-specific portals where applicable (Treasury Direct, Federal Tax Online, state-level systems). Two-factor authentication, account management, password/security management. Plus the practical reality of multiple staff needing access without sharing credentials.

### What cybersecurity do accounting firms specifically need beyond standard small-business security?

Accounting firms hold the keys to the kingdom — bank account access, payroll authority, tax IDs, financial data on everyone. Specific threats: BEC targeting payroll redirects, ransomware that locks tax season returns, credential theft via password reuse exposing client financial accounts. Our accounting firm cybersecurity: MFA everywhere, EDR on all devices, encrypted backups with immutable copy, security awareness training tuned to tax-season phishing patterns, and PCI compliance for fee processing.

### Will your IT scale with us during growth from solo CPA to multi-partner firm?

Yes. Solo CPA: small-team tier sized for 2-5 person operations starting at $1,305.40/month. Mid-size firm (3-8 CPAs + staff): $2,000-$4,000/month. Larger firms: $4,000-$8,000+/month. Architecture scales — same M365 tenant grows, document management adds capacity, tax software scales linearly with users. We design for growth from day one.

## Our Trusted IT Partners

## What Our Customers Have to Say

Read More From Our Clients →

### Professional, Timely, and Affordable

The single greatest benefit to us is having someone to call when something isn't functioning properly. Having an IT company knowing the ins and outs of our business is priceless. Ener Systems responds immediately with great follow through. This is superior to other IT firms we have used in...

The single greatest benefit to us is having someone to call when something isn't functioning properly. Having an IT company knowing the ins and outs of our business is priceless.

**Ener Systems responds immediately with great follow through.** This is superior to other IT firms we have used in the past.

I actually know the staff. They feel personable, and we have a great rapport. They are professional, timely, knowledgeable, and affordable.

Leah Sarris, RD, LDN,

Executive Director,   
New Orleans, LA

### Less Stress, Competitive Pricing, Great Relationship

The single greatest benefit to our company since having Ener Systems become our sole IT firm is less stress and being able to focus on our day-to-day business. Having a working relationship with Rene Miller is also a great benefit. Ener Systems also has competitive pricing for the value of...

The single greatest benefit to our company since having Ener Systems become our sole IT firm is less stress and being able to focus on our day-to-day business. Having a working relationship with Rene Miller is also a great benefit.

Ener Systems also has competitive pricing for the value of services provided, which stands out from other IT firms.

If someone is on the fence about choosing an outsourced IT company, I would ask them to contact Ener System's references and describe their current experience.

Chris Howell

President,  
Covington, LA

### Above and Beyond Customer Service

The customer service Ener Systems provides is above and beyond. You do EVERYTHING better than any other IT provider we have used in the past. If you need a full service IT company, or a few services from an IT company, Ener Systems is the best.

Gigi Patton

Corporate Affairs Manager,   
Covington, LA

### Ener Systems has it all under control...

I never have to think or worry about IT anymore. Ener Systems has it all under control. My experience so far with Ener Systems has been nothing but amazing; they have consistently gone above and beyond our expectations. René, the technician that works with us from Ener Systems is one of the...

I never have to think or worry about IT anymore. Ener Systems has it all under control. My experience so far with Ener Systems has been nothing but amazing; they have consistently gone above and beyond our expectations. René, the technician that works with us from Ener Systems is one of the best engineers that I've ever worked with. He is forward thinking and plans out what we're going to need in the months and years to come instead of thinking only quick fix and short term. He's taken care of everything and it really has made my life a heck of a lot easier. The capabilities they bring to the table are everything we were looking for. They are dedicated, very professional and always available. There hasn't been one time that I have called Ener Systems where I didn't get a prompt response. I've called him late in the evening and early in the morning outside of normal business hours and they're always available and willing to help in whatever I need.

James B. Johnson

M.D.

### Taking the best care of our valuable data...

Our company is based on electronic data. Ener Systems designed, implemented and maintains the backups of our valuable data and our disaster recovery plan. Our minds are put to ease knowing Ener Systems is taking the best care of our valuable data. We have not lost any data under the care of Ener...

Our company is based on electronic data. Ener Systems designed, implemented and maintains the backups of our valuable data and our disaster recovery plan. Our minds are put to ease knowing Ener Systems is taking the best care of our valuable data. We have not lost any data under the care of Ener Systems.

Robin Sowder

Kenner, LA

### No Longer Worrying About IT Issues

The single biggest benefit since using Ener Systems is that my team and I no longer need to worry about dealing with IT issues. Previously, I would have spent hours trying to solve IT issues that may arise day to day. The support and prompt service we receive from Ener Systems is exceptional!...

The single biggest benefit since using Ener Systems is that my team and I no longer need to worry about dealing with IT issues. Previously, I would have spent hours trying to solve IT issues that may arise day to day. The support and prompt service we receive from Ener Systems is exceptional! Having a partnership with an IT company is never something someone prioritizes until something crashes, and it is too late. Make an investment in your success by delegating these tasks to the professionals so that you can focus on building your business.

Jaclyn Duvieilh, CSW

Owner,   
Covington, LA

### Longtime Client, Longtime Benefit

"Over our many years working together with Ener Systems, I find that they not only provide great recommendations for managing our system, but also provide the expertise that we need to grow and update to keep our environment safe and highly available. After many years of personal service from...

"Over our many years working together with Ener Systems, I find that they not only provide great recommendations for managing our system, but also provide the expertise that we need to grow and update to keep our environment safe and highly available. After many years of personal service from the Ener Systems team, I see them as part of our team. Their company does a great job in assuring that our system is safe, secure, and highly functional. While I do not have experience working with other IT companies, I know that Ener Systems is a great company with great leadership! After almost 12 years of service, I have no regrets and am grateful for the service that Ener Systems provides to us and our employees."

Mark Stephens

Exec. VP Engineering,   
Covington, LA

### I certainly have no qualms about recommending them...

Ener Systems is Very Sensitive to the Fact that We Don't Have the Big Bucks to Spend on IT; They Bend Over Backwards to Make Something Work without a Huge Outlay of Cash. René, my contact at Ener Systems, always knows what's going on with my network and does a lot of the maintenance and support...

Ener Systems is Very Sensitive to the Fact that We Don't Have the Big Bucks to Spend on IT; They Bend Over Backwards to Make Something Work without a Huge Outlay of Cash. René, my contact at Ener Systems, always knows what's going on with my network and does a lot of the maintenance and support in the background so we aren't interrupted. Sometimes I just cannot believe how on top of things they are! I remember calling or sending René an e-mail on a Saturday night and he responded to me immediately. I don't even remember what the issue was but he was on it - I mean he was right there! If I decide that I need to reset my server, he's on the phone with me telling me my server is down! It's all done remotely and that's very convenient for us. If there's something that goes wrong, I call and explain what the problem is and he has it fixed either by phone remotely or sends a technician in to take care of it and in a very timely fashion. I certainly have no qualms about recommending them.

Dianne Boan

Kenner, LA

### A True IT Partner That Keeps Us Running Smoothly

Since partnering with Ener Systems, the biggest benefit has been our ability to fully onboard new team members in just a few hours and receive immediate remote support whenever needed. We no longer need an in-house IT person - their proactive support keeps our operations running smoothly and...

Since partnering with Ener Systems, the biggest benefit has been our ability to fully onboard new team members in just a few hours and receive immediate remote support whenever needed. We no longer need an in-house IT person - their proactive support keeps our operations running smoothly and allows us to stay focused on serving our clients.

What sets Ener Systems apart is their responsiveness and communication. Unlike other firms we've worked with, their team takes action quickly and genuinely cares about our success. In an industry like ours that depends entirely on IT, their speed and reliability make all the difference.

If you're on the fence, I'd say jump over - you won't regret it. Ener Systems is more than just an IT firm; they're a partner who treats your business like their own.

Jason Howell

Covington, LA

### ENER has provided significant support for our organization

As a solo staff member, I've relied heavily on their technical support and cyber security expertise, which have greatly improved our performance and resilience. ENER's protocols have ensured top-notch security and seamless business continuity. Their team provides timely, highly proficient...

As a solo staff member, I've relied heavily on their technical support and cyber security expertise, which have greatly improved our performance and resilience. ENER's protocols have ensured top-notch security and seamless business continuity. Their team provides timely, highly proficient support, saving me countless hours of frustration and lost productivity. I couldn't be happier with their service and highly recommend ENER to anyone seeking reliable, expert IT solutions.

Paul Dittman

### One of the Best Business Decisions I Have Made

Peace of mind is the single biggest benefit to having Ener Systems take over our IT. It is comforting to know Ener Systems is watching out for us. As opposed to other IT firms, the monthly fee compared to hourly billing is great. We know what our cost is, and we also know that it is in Ener...

Peace of mind is the single biggest benefit to having Ener Systems take over our IT. It is comforting to know Ener Systems is watching out for us.

As opposed to other IT firms, the monthly fee compared to hourly billing is great. We know what our cost is, and we also know that it is in Ener Systems' best interest to keep us running smoothly.

Ener Systems was truly one of the best business decisions I have made. The support department is quick to respond and extremely knowledgeable and helpful.

Bruce Trader

President,   
Pear River, LA

### They handle every request with expertise and professionalism

Our experience has been nothing short of exceptional. This team consistently delivers prompt, reliable solutions, no matter the challenge. Whether it's networking, phone systems, computer or server security, they handle every request with expertise and professionalism. We've never been let down...

Our experience has been nothing short of exceptional. This team consistently delivers prompt, reliable solutions, no matter the challenge. Whether it's networking, phone systems, computer or server security, they handle every request with expertise and professionalism. We've never been let down and truly value their commitment to keeping our technology running smoothly. Highly recommend their services!

Kris Curtis

### Always looking out for my best interest...

WOW! That is all I can say about René and the team at Ener Systems. It's so nice to know that my entire network is handled so I can focus on my business. I've worked with a number of other computer consultants in the past and no one can touch their level of service or expertise. Ener Systems...

WOW! That is all I can say about René and the team at Ener Systems. It's so nice to know that my entire network is handled so I can focus on my business. I've worked with a number of other computer consultants in the past and no one can touch their level of service or expertise. Ener Systems does things differently. Instead of simply resolving the issue at hand with a temporary fix, they give me options that will enhance functionality. Ener Systems is always looking out for my best interest. I have the peace of mind knowing I have someone to call who will get us back up and running ASAP if something goes down. You almost can't put a price on it. I trust Ener Systems and have a personal relationship with the owner. That's important to me because it gives me confidence that I can completely trust her.

Lynne Hefti

Marrero, LA

### Rene and his team have been a tremendous support to our business.

Their IT expertise is exceptional—they are incredibly responsive, ensure our systems stay updated, and proactively manage all our cybersecurity needs. Although our IT department is outsourced, Rene's dedication and seamless service make it feel as though they are an integral part of our...

Their IT expertise is exceptional—they are incredibly responsive, ensure our systems stay updated, and proactively manage all our cybersecurity needs. Although our IT department is outsourced, Rene's dedication and seamless service make it feel as though they are an integral part of our in-house team. We highly recommend Rene for any business looking for reliable and professional IT solutions.

Robert Rizzuto

### You ALWAYS provide us with excellent service.

I want you to know how much I appreciate all your help with our many issues. You are very skillful in the way you handle me and all my "special" situations. In addition, you ALWAYS provide us with excellent service.

Greg Klemp

General Manager  
Covington, LA

### Great Service that Saves Time and Money

We had a full time IT employee for our small company. It was hard to find a full-time position for them, and we went through several because we could not keep them busy. Now we have someone whenever we need them without the extra full-time employee. This is our first outsourced IT company;...

We had a full time IT employee for our small company. It was hard to find a full-time position for them, and we went through several because we could not keep them busy. Now we have someone whenever we need them without the extra full-time employee. This is our first outsourced IT company; however, we have never had a single problem. We make a great team.

Stephanie K. Howell

Vice President, Certified Finance & Insurance, Madisonville, LA  
Madisonville, LA

### I highly recommend you add them to your team

Congrats to Ener Systems for winning the Gold in Times Picayune's Best of St. Tammany for IT/Computer Services. Ener provides amazing service to our local office through tech support and cyber security. René has also been a great mentor to me. If you are a small business, I highly recommend you...

Congrats to Ener Systems for winning the Gold in Times Picayune's Best of St. Tammany for IT/Computer Services. Ener provides amazing service to our local office through tech support and cyber security. René has also been a great mentor to me. If you are a small business, I highly recommend you add them to your team.

Brant Osborn

President  
Covington, LA

### Thank you...

Thank you for your outstanding customer service!

Eric Rigby

Founder and Principal,   
New Orleans, LA

### Ener Systems consistently delivers the prompt and expert service we need

We've trusted Ener Systems with our IT needs for over a decade, and they continue to exceed expectations. Their team is incredibly knowledgeable, efficient, and quick to resolve any issues that arise. In our business, where we rely heavily on our computer systems for daily operations, having...

We've trusted Ener Systems with our IT needs for over a decade, and they continue to exceed expectations. Their team is incredibly knowledgeable, efficient, and quick to resolve any issues that arise. In our business, where we rely heavily on our computer systems for daily operations, having reliable IT support is critical. Ener Systems consistently delivers the prompt and expert service we need to keep everything running smoothly. I highly recommend them to anyone seeking dependable IT solutions.

Bruce

### Ener Systems has been an exceptional partner for our business

Their team is not only highly skilled but also incredibly dependable, always available whenever we need their assistance. Their dedication to service and responsiveness is unmatched, and they have consistently gone above and beyond to ensure our needs are met promptly and efficiently. Ener...

Their team is not only highly skilled but also incredibly dependable, always available whenever we need their assistance. Their dedication to service and responsiveness is unmatched, and they have consistently gone above and beyond to ensure our needs are met promptly and efficiently. Ener Systems has truly surpassed all our expectations, and it's rare to find a company so committed to excellence. We highly recommend their services to anyone seeking a reliable and top-tier IT support provider.

Stephanie Underwood

### Always delivers as promised!

We have confidence in Ener Systems and complete confidence in their suggestions and recommendations when it comes to our own improvement of technology. Ener Systems always delivers as promised! René is the only computer consultant who will tell you the truth and give you real solutions that...

We have confidence in Ener Systems and complete confidence in their suggestions and recommendations when it comes to our own improvement of technology. Ener Systems always delivers as promised! René is the only computer consultant who will tell you the truth and give you real solutions that work the way they are supposed to. I cannot say enough good things about them!

Msgr. Martin vanderWerff

New Orleans, LA

### Placing High Value On Safety And Security

I recommend Ener Systems because they place high value on the safety and security of their clients, and that's more important than ever in today's world. It's easy to be intimidated when dealing with some IT companies, but not with Ener Systems. Their team is highly skilled, customer service...

I recommend Ener Systems because they place high value on the safety and security of their clients, and that's more important than ever in today's world. It's easy to be intimidated when dealing with some IT companies, but not with Ener Systems. Their team is highly skilled, customer service oriented, and provide hassle free, prompt, friendly service. Thank you Ener Systems for never disappointing!

Katie Santangelo

General Manager,   
Covington, LA

## **Schedule A Call**  
Ready to Stop Fighting with Your IT?

Let us show you where your systems are holding you back—and how we can help you get ahead.

## By city

- [IT Services for Accountants in New Orleans, LA](https://www.enersystems.com/services/it-services-for-accountants-new-orleans/) →
- [IT Services for Accountants in Covington, LA](https://www.enersystems.com/services/it-services-for-accountants-covington/) →
- [Do CPAs and Accountants Need Cybersecurity? (Louisiana Edition)](https://www.enersystems.com/services/do-cpas-need-cybersecurity-in-louisiana/) →

## Related resources

- [free cybersecurity checklist](https://www.enersystems.com/resources/cybersecurity-checklist/) →
