Billy Dunn

Book 15 minutes with me. You leave with my cell.

Accounting and CPA IT in Dallas-Fort Worth

April 15, 11:40 p.m. The last returns are going out.

QuickBooks · Virtual Office CS · FileCabinet CS · Thomson Reuters

Most IT companies find out on April 15 whether the e-file works.

We check the connections your filing workflow depends on. When tax software support blames the hosted desktop, we make the next call. We’ve kept accounting firms running for decades.

Book 15 minutes with Billy

We’re accepting new clients.

Server down? Locked out? Call (817) 265-5000.

Or ask about your firm first. One question is free.

A woman works at a desktop computer beside a printed spreadsheet while Jack uses a tablet in an armchair in a separate room at night. — Checked before the season starts.

Billy Dunn

Founder since 1989. Book 15 minutes with me and you leave with my cell.

Recovery tested before the season.
Not on the day the return is due.
We make the next call.
When tax software support blames the hosted desktop.
Older QuickBooks Desktop support ended.
We check every machine for what went with it.

Don’t wait for a fake invoice to find the gap. Ask us for the free email spoofing check now, while there’s time to fix what it finds. Or run it yourself in a few seconds.

Run my free check

Windows Server 2016 security updates stop January 12, 2027. If one of yours runs it, plan the move now. What that means

What we check first before March.

Find the weak link before March finds it.

Virtual Office CS runs remotely but still has requirements for the scanner and printer on your desk. Nothing moves until they work together. Thomson Reuters lists them.

QuickBooks support ended. Check what went with it.

Intuit ended support for older versions such as QuickBooks Desktop 2023 after May 31, 2026. They no longer get critical security updates. We check every machine. Intuit’s notice.

FileCabinet CS has a deadline worth planning around.

Thomson Reuters says support and updates end after December 31, 2027. Get the export format in writing. Their notice.

Restore it. Then open it.

We restore onto a spare machine and open the tax data, accounting files and documents. Anything missing goes in your report.

The FTC Safeguards Rule, on the IT side

The plan says every login takes a second step. The front desk login says otherwise.

To the FTC, a tax preparer is a financial institution. Under 5,000 consumers? A few exemptions apply. The safeguards and regular testing or monitoring still do.

Three rules, one by one

Sign-ins
Multi-factor authentication for anyone on your systems.
The written plan
Paid tax preparers must keep a written security plan. IRS Publication 5708 is the template. We set up and document the technical controls.
Your Qualified Individual
We back the Qualified Individual your firm names, or serve in the role under a written agreement.

Source: FTC business guidance.

The tax software still needs your printer to work.

Billy has handled our IT needs for over 16 years and does a wonderful job. I highly recommend him for your computer/IT security/network needs.

Christy N., Google review

Every review on Google: five stars.

More reviews

Switching IT companies between seasons? How we take over

AI in an accounting firm

2026Fully booked, great retention, and profits still slipping

The result

About $145,000 a year of work was underpriced or out of scope. About $86,000 became agreed annual fees.

How it worked

This CPA firm kept its clients for years and every staff calendar was full. Profit kept sliding anyway. We pulled together engagement letters, recurring service agreements, time records, invoices and client correspondence. AI compared the work actually being done against what each engagement covered, and flagged clients getting recurring payroll, advisory and cleanup work outside their agreements. Partners reviewed every exception before talking to any client. About $145,000 a year in staff effort turned out to be underpriced or out of scope. After those conversations, the firm turned about $86,000 of it into agreed recurring annual fees, and changed its workflows to cut the free work.

How we build it

Which scanner, login or computer would hold up a return in March?

Book 15 minutes with Billy or call (817) 265-5000

Or send one question. No charge, no pitch.

Already have someone doing your IT? Ask anyway.

We’re accepting new clients.

We’re an IT company in Arlington, and we’ve looked after small businesses across Dallas-Fort Worth since 1989.

Or email info@bdunn.com.