Financial Services

We Understand the Unique Challenges You Face

In the world of finance, staying ahead isn’t just about the numbers; it’s about the confidence and security you offer to your clients. At PlanIT, we’re not just IT experts; we’re your dedicated partner, here to simplify your digital journey. 

Our mission

is to empower accountants, tax professionals, financial advisors, and small business financial firms with technology solutions that transform challenges into opportunities.

Navigate the Digital Landscape with a Trusted Partner

In an industry where data security and compliance are not just needs but mandates, PlanIT offers more than just IT services; we provide peace of mind. Our cybersecurity and technology solutions are tailored specifically for small financial firms like yours, ensuring your sensitive client data is protected, and your firm remains compliant and ahead of cyber threats.

Let us take the tech worries off your plate, so you can focus on what you do best—growing your financial business with confidence and security.

Gain Your Competitive Edge

Comprehensive Regulatory Mastery

Effortlessly navigate the complexities of financial regulations (FINRA, SEC, GLBA) with our tailored compliance solutions. Stay ahead of compliance without the stress, enabling you to concentrate on business growth and client service.

Secure and Scalable Cloud Solutions

Adopt the cloud with confidence. Our secure and scalable cloud hosting solutions offer robust data protection, ensuring operational efficiency and agility in responding to market demands.

Enhanced QuickBooks Management as an Intuit Premier Partner

Elevate your financial management with our expert QuickBooks support, ensuring your critical financial data is secure, accessible, and efficiently managed for optimal decision-making.

Data Resilience Strategies

Enhance your firm’s resilience with our robust data protection measures, including backup, disaster recovery, and business continuity planning, ensuring your critical information is secure and recoverable in any scenario.

Advanced Cybersecurity Monitoring

Our 24/7 Security Operations Center, staffed by certified analysts, proactively protects your assets from cyber threats. This continuous vigilance ensures your business operates uninterrupted, safeguarding its integrity and client trust.

Tailored Financial Industry Solutions

Our solutions are specifically designed to address the unique needs of the financial sector, integrating seamlessly with your existing operations to enhance efficiency, compliance, and security.

Secure Your Firm’s Future Today

Don’t let IT uncertainties hold you back. With PlanIT as your ally, gain the cybersecurity advantage and secure your firm’s digital future. Schedule a consultation today to explore tailored solutions that align with your unique needs and aspirations.