Financial And Accounting Managed IT
Financial firms need more than an IT vendor – they need a trusted technology partner who understands regulatory pressures, safeguards sensitive financial data, and strengthens the performance of their entire operation.
Mentis Group delivers a secure, compliance-ready, and partnership-driven IT experience for CPA firms, financial advisors, wealth management teams, and financial operations across Dallas–Fort Worth and throughout Texas. Our goal is simple: empower your firm with technology that protects your clients, supports your people, and fuels long-term success.
As financial organizations face rising cyber threats, increasing regulatory expectations, and ongoing pressure to maintain operational uptime, the right IT partnership becomes a strategic advantage.
“Among financial-services organizations, 56% say they will increase their spending on cyber over the next 12 months.”
Are These Technology Challenges Holding Your Firm Back?
Are rising cybersecurity threats putting your financial data at risk?
You need stronger protection against ransomware, phishing, and account-takeover attacks.
Are regulatory requirements like SEC, FINRA, and GLBA overwhelming your team?
You need standardized systems and documented controls to stay audit-ready.
Are slow or unstable systems affecting client work and deadlines?
You need optimized performance for tax, accounting, and financial software.
Are inconsistent access controls slowing down reviews and audits?
You need secure, organized document workflows with proper permissions.
Are remote staff and auditors struggling to access systems securely?
You need reliable, encrypted, and compliant remote access capabilities.
Do you lack visibility into IT health, risks, or technology maturity?
You need proactive assessments and standards alignment to reduce hidden risk.
Is your technology struggling to scale as your firm grows?
You need infrastructure and cybersecurity that can grow with your practice.
Is your internal IT team stretched thin or lacking security expertise?
You need a strategic partner who strengthens your IT operations.
We designed our Mentis Core Managed IT Service plans with you in mind:
Do you already have in-house IT resources, but they’re spread too thin?
Check-out our Co-Managed IT Services.
Are you looking for cybersecure, compliant aware and rapid responding managed IT Services to help you:
Evaluate and manage your securities policies, procedures, and hygiene according to the U.S. Securities and Exchange Commission (SEC) rules.
Ensure you’re meeting FINRA’s regulatory compliance requirements.
Create and implement IT and cybersecurity policies to protect your networks and data.
Monitor and immediately remediate any cybersecurity risks in an evolving threat landscape.
Upgrade, optimize, and stabilize your IT infrastructure and systems to increase your operational efficiency.
Develop a technology roadmap to get the most out of your IT systems and budget.
Support that is proactive, timely, friendly.