Surya's Insights

Surya: Purpose-Built Managed Services for Public Accounting Firms

Written by Dave Lehtinen | Apr 21, 2025 1:26:28 PM

As public accounting firms grow in scale and complexity, so do their IT demands. From managing compliance-heavy infrastructure to ensuring zero downtime during tax season, firms need more than just a helpdesk — they need a partner who understands the business of accounting. Surya Technologies delivers a managed services model engineered specifically for the unique pressures of public accounting.

Built for the Accounting Busy Season, Not Just Business-as-Usual

Accounting firms don't run on normal business cycles — they run on deadlines. Surya’s managed services are built around your calendar, not ours. We design infrastructure and support that anticipate the stress tests of your busiest times:

  • Seasonal elasticity planning to scale infrastructure during audit and tax deadlines

  • 24/7 support that adapts to firm load, not just standard SLA templates

  • Zero-interruption patching and monitoring to ensure uptime during mission-critical periods

Seamless Compatibility with Core Accounting Platforms

Surya’s managed services are designed to integrate cleanly with the systems your professionals rely on daily:

  • CCH Axcess and ProSystem fx

  • Thomson Reuters CS Professional Suite and Onvio

  • Wolters Kluwer, Caseware, QuickBooks Enterprise, and more

We ensure that updates, connectivity, and performance tuning for these platforms are automated, monitored, and compliant.

Fully Automated Onboarding + Offboarding

We offer end-to-end user lifecycle management, integrated with your firm's:

  • HRIS (Workday, ADP, BambooHR, etc.)

  • Accounting platforms and license management tools

  • Cloud identity systems like Entra ID (Azure AD)

New employees receive access to all the right tools — from tax software to secured file sharing — on day one. Departures are instantly deprovisioned across systems. All of this is orchestrated through ServiceNow to ensure auditability, speed, and compliance.

Laptop Logistics: Wherever Your Team Sits

Whether your users are remote, in an office, or moving between locations, Surya handles end-to-end physical laptop provisioning:

  • Shipping and receiving for onboarding and offboarding — no matter where employees are located

  • Pre-configured devices delivered directly to users with encryption, compliance policies, and line-of-business apps ready to go

  • Return logistics and device sanitation managed fully for departing staff

  • Large-batch deployments for interns and seasonal workers during the accounting busy season, ensuring they’re productive from day one

This takes the burden off your internal IT team and ensures a consistent, secure experience across your firm.

ServiceNow, Tuned for Accounting

Surya brings the power of ServiceNow’s enterprise-grade ITSM to public accounting — but we go further. We’ve developed a pre-trained, accounting-aware Virtual Agent that understands your tools and workflows:

  • “Why is my CCH login failing?”

  • “How do I set up multi-factor for Onvio?”

  • “What do I do if Caseware freezes during filing?”

Our AI-driven knowledge base and self-service portal eliminate repetitive tickets and empower your staff to solve issues fast.

Multi-Cloud and Hybrid Infrastructure — Without Vendor Lock-In

Surya supports:

  • Microsoft Azure

  • Amazon Web Services (AWS)

  • Google Cloud Platform (GCP)

  • On-premise and hybrid deployments

We allow your firm to evolve without friction, whether you’re running legacy file servers or transitioning client portals to the cloud.

Transparent Pricing That Scales with the Firm

We support firms ranging from regional 75+ user teams to national multi-office organizations. Our clear per-user pricing includes:

  • Device management and procurement

  • Cloud hosting, backup, and security

  • SLA-backed support

  • Full lifecycle automation

  • ServiceNow + Microsoft 365 integration

  • Laptop shipping, returns, and configuration logistics included

Why Firms Choose Surya

  • We understand accounting – our service model is built around your platforms, people, and pressures

  • We reduce operational drag – freeing up IT, finance, and HR to focus on growth, not access tickets

  • We future-proof your environment – enabling secure, AI-powered modernization across the firm

Your IT Should Be as Precise as Your Audit Trail

Surya Technologies helps public accounting firms stay fast, secure, and compliant — especially when it matters most. From the accounting busy season to tech transformation, we’re your trusted partner in every phase.