Complete office
Drake, QuickBooks, Microsoft 365 and IT. One provider, one invoice.
For firms that also do bookkeeping, payroll and company formation, the tax software is only part of the day. The Complete Office plan puts every application and every device under one managed, secured workplace.
Everything your firm runs, in one place
The cloud desktop is the same one that runs Drake. We add the rest of the office on top of it, and manage the devices that connect to it.
Desktop Drake Tax Pro in the cloud, with the yearly update, prior years and e-file, as in every DGMTech plan.
QuickBooks Desktop on the same cloud desktop for bookkeeping and payroll clients, or QuickBooks Online integrated into the workplace. Your license, our operation.
Email, Office apps, personal and shared files, chat and calls, plus the security layer: threat protection, device management and data loss prevention for tax data.
The office phone number in the same workspace. Ring groups for the front desk, voicemail to email, and calls from a laptop or a mobile app. No phone system to maintain.
Laptops and desktops enrolled, encrypted, patched and monitored. A lost laptop is wiped remotely. A new preparer gets a ready device in one day.
Help desk, monitoring, patching, backups, security alerts and the annual WISP review, all operated by NeoDefender. One number to call for anything technical.
Who chooses the Complete Office
Firms where the technology has grown faster than the person taking care of it.
Tax and accounting firms
Drake for returns, QuickBooks for the books, payroll every two weeks. Three critical applications that should not depend on one PC and one person.
Growing firms opening a second office
Instead of buying a server for each location, both offices open the same cloud workplace. New staff are productive on day one.
Firms tired of the IT guy
The friend who comes on Saturdays cannot be your security plan. Replace ad hoc support with a managed service that documents what it does.
New tax offices
Opening a tax office should not start with a server purchase. Start in the cloud, pay per preparer, and grow when the clients come.
One partner for the whole office
Tell us which applications your firm runs and how many people use them. We map the complete office and give you a single monthly price.