Financial Services IT

Managed IT and support built for financial and accounting firms.

Superien keeps the servers, network, and client data behind your accounting, tax, and advisory software secure and available, with the safeguards regulators expect and support that answers fast. Serving firms in Greenville, SC and Portland, OR.

Local team, keeping IT running for businesses since 2001.
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The IT problems financial and accounting firms keep hitting.

Your accounting, tax, or CRM software goes down at your busiest time, and work stops while deadlines and clients wait.

You’re not sure your setup meets the safeguards the FTC, IRS, and your regulators expect, and no one has shown you clearly.

Client financial records are the target. One phishing click, wire fraud email, or ransomware hit could mean a breach and lost trust.

Your staff need to work securely from the office, home, and a client site, and no one owns keeping that safe.

An aisle of black server racks with cabling and a rolling monitor cart in a data center

One team for every system behind your firm.

Network and WiFiSecure, segmented connectivity across the office, with guest WiFi kept off the network that holds client data.
Servers and workstationsThe servers and workstations behind your accounting, tax, and document software, monitored, patched, and kept on spec.
Cloud and Microsoft 365Email, files, and tools set up cleanly and secured between locations.
Backup and recoveryClient records and returns backed up and test-restored, so a bad day doesn’t have to cost you a client’s file.

Managed IT built around a financial firm’s day.

Regulation-aware security

Encryption, access controls, MFA, and email protection, plus the documentation that shows your safeguards are real.

Financial software support

We keep the server, database, and network behind your accounting, tax, and document software healthy, and coordinate with your software vendor.

Backup and recovery

Client records and returns backed up and test-restored, so recovery is proven, not assumed.

Wire fraud and email defense

Filtering, MFA, and staff guidance stop the fake invoice and payment change emails behind financial fraud.

Responsive support

Reach a team that already knows your setup, so a down system at your busiest time gets handled, not ticketed and forgotten.

Cloud and Microsoft 365

Microsoft 365 set up cleanly and secured, so email, files, and tools just work across your firm.

Your firm’s software

The systems your firm runs on, kept up and available.

Accounting, tax, document management, and client portals each have their own server, database, and storage needs. We keep that environment healthy and on spec, and coordinate with your software vendor, so the tools your team works in stay fast, secure, and available.

Accounting software Tax software Document management Client portals Practice management Payroll Cloud and Microsoft 365
A desk with multiple computer monitors displaying financial charts and market data
The safeguards

How we protect your clients’ financial data.

Protecting client money and records is not one product. It is layers that work together, set up properly and watched every day, then clearly documented so you can show a regulator, your insurer, or a client exactly how their information is kept safe.

Access and audit controlsOnly the right people reach client records, every sign-in is verified, and we keep a log of who opened what.
Encryption, end to endRecords are encrypted on every device and while they travel, so a lost laptop or intercepted email is far less likely to expose client data.
Backup and tested recoveryData is backed up continuously and we test the restore, so you know it comes back, not just that a copy exists.
Email and phishing defenseFiltering and staff guidance stop the fake invoice, payment change, and password reset emails behind financial fraud.
Around the clock monitoringSystems are watched for unusual activity, so a problem is caught and contained before it reaches client data.
Documentation you can showClear evidence of the safeguards in place, ready for a regulator, an insurer, or your own peace of mind.

A steady, local team that learns your firm.

2001

Since day one

Keeping IT running for local businesses since 2001.

15 years

Average retention

Clients stay because we’re steady and on their side.

Onsite

Greenville and Portland

Remote support across the whole country.

Encrypted

Data protected

Client data encrypted, backed up, and access controlled.

See exactly where your firm stands, for $150.

A Business Risk & Readiness Assessment for $150: a clear, written picture of your security, backups, and biggest single point of failure, with a prioritized plan you keep even if you never hire us.

$150
Business Risk & Readiness Assessment

Financial and accounting IT, the common questions.

Can you make our firm GLBA or FINRA compliant?
No IT company can make you compliant, because compliance covers your policies, training, and workflows, not just technology. We handle the technical safeguards these rules call for, encryption, access controls, MFA, audit logging, and secure backups, so your IT foundation supports the compliance program you own.
Can you help with the FTC Safeguards Rule and an IRS security plan?
Yes, on the IT side. We implement and document the technical safeguards these require, access controls, encryption, MFA, monitoring, and tested backups. The written plan and staff training stay yours, and we support the parts that live in your systems.
Do you support QuickBooks, our tax software, and our document system, and who owns what?
We support the IT around your financial software: the server, database, workstations, network, backups, and secure storage it depends on. The application itself is supported by the software vendor. We keep the environment on spec and coordinate with them, but we are not the software vendor and do not resell the license.
How do you protect us from wire fraud and email scams?
We filter email, enforce MFA, and coach your staff on the fake invoice and payment change requests behind most financial fraud, and we help you put a verification step in place before any money moves.
How do you handle backups of client records and returns, and can you restore them?
We back up client records and returns on a schedule, encrypted and kept offsite, and we test the restore so recovery is proven, not assumed. Backups that have never been test-restored are the top reason firms lose data after ransomware.
We already have an IT provider, how hard is it to switch?
Switching is routine when it is planned around your calendar. We document your environment first, the servers, software, backups, and licenses, transition without interrupting your busy season, and confirm everything is intact before anything is cut over. Call (864) 479-7949 to talk it through.

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