Is Your Firm’s Technology Holding You Back? 5 Signs It’s Time to UpgradeIf you’re running a CPA firm in Metro Atlanta—whether in Acworth, Cartersville, Canton, or the heart of Buckhead—chances are you rely heavily on your tech tools to deliver fast, accurate service. But if your systems are outdated, they could be slowing you down, frustrating your team, and leaving your data vulnerable.

Here are 5 unmistakable signs your firm’s IT setup is costing you time, money, and peace of mind—plus what to do about it.

⚠️ 1. You’re Still Using Windows 10 (Or Older)

Microsoft will officially end support for Windows 10 on October 14, 2025. No more patches. No security updates. No compliance guarantees. Continuing to use outdated systems puts your firm—and your clients’ sensitive financial data—at serious risk.

Metro Atlanta Tip: Plan your migration to Windows 11 now, before hardware compatibility issues or last-minute upgrades disrupt your busiest seasons.

🛠️ 2. Frequent IT Calls Are Your New Normal

If your team is constantly reporting screen freezes, application crashes, or painfully slow logins, it’s a clear red flag. These recurring issues drain productivity and create hidden costs in billable time lost.

Stop patching and start planning. A system refresh can boost efficiency and reduce daily tech headaches.

3. Your Legacy Software Doesn’t Integrate Anymore

Whether you use QuickBooks, CCH Axcess, Drake, or Thomson Reuters CS, outdated systems limit your ability to adopt modern integrations like secure e-signature platforms, automated workflows, or client portals. This puts your firm behind the competition and frustrates both clients and staff.

Modern firms use modern tools. The right IT partner can help you phase out legacy software without breaking your workflows.

🧊 4. Devices That Feel Like Dinosaurs

Laptops and desktops that take forever to boot up or struggle to handle multitasking are more than just annoying — they’re a bottleneck. Most devices older than 3–5 years can actually cost more in lost productivity than a new machine.

Our tech audits show you whether it’s time to repair, upgrade, or replace — with minimal downtime.

🔓 5. Your Security Setup Belongs in 2015

Firewalls, antivirus programs, or backup systems that haven’t been reviewed in years? You’re flying blind. Cybercriminals are targeting CPA firms like yours because of the wealth of sensitive data you store—and outdated defenses are an open invitation.

Security isn’t optional. Layered protection, secure backups, and endpoint security tools are essential for firms handling financial data.

💡 A Smarter IT Strategy Starts Here

You don’t need a full-blown digital transformation overnight. But you do need a clear plan to keep your systems secure, compliant, and productive—especially during tax season.

At Custom Technologies, Inc., we specialize in working with Metro Atlanta CPA firms to modernize their tech, mitigate risk, and build IT environments that scale with growth.

Book Your Free 15-Minute Discovery Call

Let’s take the guesswork out of your IT decisions. In just 15 minutes, we’ll assess where you stand and give you a simple, jargon-free action plan.

📞 Call us at 770.792.6700
🔗 Click Here to Schedule Your Discovery Call

Because downtime isn’t just an inconvenience—it’s a liability.

Let us manage your network so you can manage your business.