Industries

IT Services for Accounting Firms and Financial Services

Managed IT, cybersecurity, and business phones for CPA firms, tax preparers, wealth advisors, community banks, and credit unions. Protect client financial data, keep up with the FTC Safeguards Rule and stay running from January through the extension deadline.

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Your Clients Trust You With Their Numbers

Tax returns, bank statements, Social Security numbers, and payroll records all pass through your office, which makes it exactly what criminals go looking for. At the same time, most firms have no one whose job is IT, and the busiest weeks of the year leave no room for a server outage. ALLO Business works as your IT department. We monitor and maintain your systems, lock down client data, and give your team one number to call when something breaks, in April or any other month.

Clients and insurers increasingly ask how their data is protected. We put layered security in place, with email filtering, multifactor authentication, and tested backups, and help you document it so you have a clear answer when someone asks.

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What ALLO Business Handles for Accounting and Finance

Managed IT specialist consulting with a business

Managed IT and Help Desk

Proactive monitoring, patching, and backups for workstations, servers, and cloud apps, plus a help desk your staff can actually reach. We support the tax, accounting, document management, and client portal software you already depend on, so nothing has to be replaced to get started. Seasonal hires, laptop setups, and account changes are handled for you, and when something breaks in the middle of tax season, your staff call ALLO directly instead of a third party. A flat monthly cost keeps IT predictable all year.

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Cybersecurity and ransomware protection for business systems

Cybersecurity and Ransomware Protection

Next-generation firewalls, endpoint protection, email filtering, encryption, and multifactor authentication, with monitoring for threats around the clock. These are the same safeguards regulators and cyber insurers now expect to see.

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Business professional using ALLO business voice

Business Phones and ALLO Intelligence

Cloud business voice for the office, remote staff, and seasonal help. Add ALLO Intelligence, our AI agent for business phones, and every call is answered 24/7, even when tax season triples your call volume. It answers routine questions, books appointments, collects the details your team needs, and sends urgent calls to the right person.

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Reliable business internet and fiber connectivity

Business Internet and Fiber

Reliable connections for cloud tax software, client portals, and large file transfers, with dedicated fiber where it’s available at your address. Add a backup circuit so returns keep moving if the main line goes down, and static IPs for secure remote access when staff work from home during busy season. Internet, phones, and IT all come from one provider, with one number to call.

Business internet

ALLO Intelligence

AI Phone Answering for Accounting and Finance

ALLO Intelligence is an AI agent for your business phones that answers every call, around the clock, handles routine questions, and routes everything else to the right person, in seven languages.

Routine Questions Answered

Answers common questions using the information and guardrails you provide.

Right Person, First Try

Routes callers to the right person instead of sending them through a chain of transfers.

Seven Languages

Answers in seven languages and switches mid-call when the caller does.

After-Hours Coverage

Nights, weekends, and holidays are covered without adding staff.

Busy Days Handled

Every call is answered at once during deadlines, seasonal peaks, and other surges.

Guardrails You Set

You control what it will and will not answer and where each call should go.

FTC Safeguards Rule

Help Meeting the FTC Safeguards Rule

Under the Gramm-Leach-Bliley Act, tax and accounting professionals count as financial institutions, and the FTC Safeguards Rule requires them to run a written information security program. That means assessing risks to client data, putting safeguards like encryption and multifactor authentication in place, monitoring and testing them regularly, and choosing service providers who can protect customer information too.

ALLO Business handles the technical side: the firewalls, encryption, authentication, monitoring, and backups the rule calls for. We also help you document those safeguards for your written plan, so you have answers ready when a client, auditor, or insurer asks.

Built Around What Financial Firms Worry About

Staying Online Through Tax Season

Monitoring that catches problems early, and a help desk that answers during the weeks you can least afford downtime.

Protecting Client Financial Data

Access controls, encryption, and backups that keep returns and account records away from anyone who shouldn't see them.

Stopping Wire Fraud and Phishing

Email filtering that catches the fake client request or spoofed payment instructions before money moves.

Onboarding Seasonal Staff

Temporary accounts and devices set up quickly for tax season, then shut off the day they're no longer needed.

Keeping Compliance Documented

Records of the safeguards in place, ready for your written security plan, auditors, and cyber insurers.

Planning for the Worst

Backups and a recovery plan, so ransomware or a failed server doesn't cost you a filing deadline.

For Community Banks and Credit Unions

Branches, drive-throughs, and ATMs all depend on connections that can't go down. ALLO Business provides business internet and dedicated fiber where it's available, business voice for every branch, and managed IT and cybersecurity that back up your in-house team with monitoring, help desk coverage, and layered protection.

Find ALLO Business in Your Area

ALLO Business works with organizations across our markets. See what we offer where you are:

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Accounting and Finance IT Questions, Answered

Let's Talk About Your Business

Tell us how your team handles technology today, and we'll show you what ALLO Business can take off your plate.

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