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How an MSP Can Help Financial Firms
By Brittany Fugate, Founder
Every business has a duty to protect their clients’ very sensitive personal and financial data, but financial firms are under even more pressure. You’ve got to make sure you have secure systems in place to protect your clients’ data as well as your own. And, of course, no one wants to deal with costly downtime that can damage your firm’s reputation.
At Cenetric, we’re experienced at helping accounting firms and wealth management firms stay up and running all year long, but especially during crucial times like tax season.
Make IT the least of your tax-season worries
Technology plays a crucial role for financial firms for both security and efficiency. According to Thomson Reuters 2025 research, efficiency and increasing technology were the top two strategic priorities for tax firms, up 11% and 8% from 2024. Already, some firms are automating up to 80% of individual tax return preparation — so if that technology fails at a crucial time, you could end up with a lot of upset clients.
That’s why working with an MSP like Cenetric can be such a relief. Not only are we just an email or phone call away if things go awry in high-stress situations, but we can work with your firm on a project basis during slower times to set busier periods up for success. We can assess your network to find any lurking problems, get new software up and running or ensure your cybersecurity efforts are up to par.
Because financial firms hold so much sensitive data for their clients, they’re often juicy targets for cybercriminals. In IBM’s Cost of a Data Breach study for 2025, they found that customer PII like tax ID numbers, emails and home addresses are the most targeted types of data by bad actors. Working with a managed services provider to protect your systems from cyberattack can significantly increase your preparedness and protection.
We can also assist you with moving from older server-based applications to a cloud environment. This lets your team members work from anywhere to serve clients and provides much more stability, thanks to the redundancies offered by the cloud.
Mergers and acquisitions can go smoothly with the right IT services
Our team has helped many firms consolidate their technologies after a merger or acquisition, which can be a tricky issue. KPMG data shows that troubles with technology and IT integration were a top-three challenge after a merger for firms.
Merging data, software, systems and servers is a big transition for financial firms when they join forces, and if things don’t go smoothly, you risk decreased employee morale and reduced client confidence. Working with IT experts like Cenetric to plan how you’ll combine and transition systems is an important step. A big project like this could be outside your IT team’s expertise, or you might wish to keep them focused on other projects. That’s where co-managed or project services come into play.
We can help you merge smoothly and combine your toolsets, client bases and staff into a cohesive whole without all the stress of managing it on your own.
Let Cenetric help your financial firm keep your technology in check
Your financial firm is busy throughout the year, and technology probably isn’t at the top of your list of things to do. Trusting Cenetric to help you stay efficient and effective for your clients lets you stay focused on them — and the numbers.
Need a helping hand with your IT? Cenetric has the experience and availability you need to stay running smoothly 24/7. Talk to us about your needs and we’ll be in touch quickly.