Tech Advisors

What Tech Advisors does

Tech Advisors, Inc. is a privately held managed IT services provider founded in 2002 by twin brothers Konrad Martin, CPA (President & CEO) and Kevin Martin, CPA, MCT (Chief Technical Officer), both former practicing CPAs. The company is headquartered at 75 State Street in Boston, Massachusetts, with additional offices in Marlborough (MA), Providence (RI), and West Palm Beach (FL), and serves over 100 CPA firms plus adjacent regulated professional-services segments including financial services (RIA/FINRA), law firms, property management, construction, manufacturing, and funeral homes.

The company's core product is a fixed-fee Managed IT Services bundle that integrates 24/7 SOC-monitored cybersecurity, compliance support (WISP development, IRS Publication 4557, FTC Safeguards Rule), ransomware-resistant data backup and disaster recovery, cloud services (Microsoft Azure hosting, M365, Entra ID, Intune), network management, hardware procurement, and Nextiva-powered VoIP. Underlying the offering is a ConnectWise PSA ticketing platform and a deep integration footprint across the dominant accounting-software stack — Wolters Kluwer CCH Axcess, Thomson Reuters UltraTax CS, Intuit Lacerte and ProSeries, Drake Tax, QuickBooks, Sage, Xero, and CaseWare IDEA — plus practice-management systems such as TaxDome, Karbon, Canopy, Financial Cents, Firm360, and Qount.

Tech Advisors operates a sales-led, subscription-based recurring revenue model with predictable fixed monthly pricing and a 15-minute response-time guarantee. Go-to-market relies on direct sales, strategic partnerships with accounting-software vendors (driving referrals and co-marketing), and a formalized inbound funnel via a free IT assessment offering. The company has no disclosed external funding or institutional shareholders, has grown organically over 26+ years, and reports a 97.41% all-time client satisfaction score across 5,956 surveys. Recognition includes Microsoft Partner status, inclusion on the Channel Futures MSP 501 and MSSP Alert Top 250 lists, and a long-running community partnership with the Marr Alzheimer's Research Fund.

Name

Tech Advisors

Legal name

Tech Advisors, Inc.

Website

https://tech-adv.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Tech Advisors is a privately held managed IT services provider serving 100+ CPA firms and regulated professional-services businesses with fixed-fee managed IT, cybersecurity, compliance (IRS 4557, FTC Safeguards), cloud, and VoIP solutions across the U.S. Northeast and Florida.

Ownership category

akta.pro rank

Product category

Managed IT Services

NAICS

Computer Systems Design and Related Services (54151), Computer Facilities Management Services (541513), Security Systems Services (except Locksmiths) (561621)

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & IT Advisory (BPAEAAAA)

akta.pro secondary industries

Data Center Operations & Managed Services (Remote Hands, NOC/SOC) (HDABANAA), Financial Crime Compliance (AML/KYC/Sanctions) (BPAEAPAK)

Keywords

• Managed IT services
• Cybersecurity services
• Cloud services
• IT consulting
• Regulatory compliance

Headquarters

HQ city

Medfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Managed IT Services: Recurring managed IT services providing predictable fixed-monthly pricing. Includes monitoring, maintenance, cybersecurity, compliance, cloud services, and network management for professional services firms.
2. Hardware Procurement: Hardware procurement services as part of comprehensive IT solutions. Hardware sales component of the service offering.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Tech Advisors provides fully managed IT services on a fixed monthly fee basis for accounting firms and other professional services organizations. The core offering integrates cybersecurity with 24/7 SOC monitoring, compliance support (IRS Publication 4557, FTC Safeguards, WISP), data backup and disaster recovery, cloud services (Azure, M365), network management, and hardware procurement. Founded and led by two CPAs, the firm specializes in serving CPA firms, financial services firms, law firms, and other regulated industries that require compliance-grade IT infrastructure.

Product overview

Tech Advisors offers a unified managed IT services platform built around the specific needs of accounting firms, CPAs, and related professional services organizations. The core offering is Managed IT Services, which integrates cybersecurity (with 24/7 SOC monitoring), compliance support (WISP, IRS 4557, FTC Safeguards), data backup/disaster recovery, cloud services (Azure, M365), network management, and hardware procurement into a single fixed-fee service. Supplementary modules include Co-Managed IT (for firms with existing internal IT), IT Support with 15-minute response helpdesk, Strategic IT Reviews (quarterly vCIO planning), and VoIP Phone Systems powered by Nextiva. Industry-specific verticals provide tailored solutions for CPAs, financial services firms, law firms, property management, construction, manufacturing, and funeral homes. The company supports an extensive portfolio of accounting and tax software platforms including Wolters Kluwer CCH Axcess, Thomson Reuters UltraTax CS, Intuit Lacerte, Intuit ProSeries, Drake Tax, QuickBooks, Sage, Xero, and CaseWare IDEA, as well as practice management systems such as TaxDome, Karbon, Canopy, Financial Cents, Firm360, and Qount.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed IT Services Fully managed IT services delivered at a fixed monthly fee, providing comprehensive technology management including monitoring, support, security, and maintenance for accounting firms.
• Co-Managed IT Services Augments internal IT teams by providing supplemental expertise, coverage, and specialized skills to complement existing in-house technology staff.
• IT Support (Help Desk) Responsive helpdesk services with a 15-minute response time guarantee, providing technical assistance and troubleshooting for end-users.
• Strategic IT Reviews Quarterly virtual CIO (vCIO) planning sessions providing strategic technology guidance, roadmap development, and IT investment recommendations.
• Cybersecurity Services Layered defense security platform with 24/7 Security Operations Center (SOC) monitoring, ransomware protection, and threat detection capabilities.
• Compliance Services Regulatory compliance support including Written Information Security Plan (WISP) development, IRS Publication 4557 compliance, and FTC Safeguards Rule readiness.
• Data Backup & Disaster Recovery Ransomware-resistant backup and disaster recovery solutions ensuring business continuity and data protection against loss and cyber threats.
• Cloud Services Cloud infrastructure services including Microsoft Azure deployment, M365 implementation, and hosted application environments for accounting software.
• Microsoft Solutions Microsoft ecosystem implementation and support including Microsoft 365, Entra ID (Azure AD) identity management, and Intune mobile device management.
• Network Management Network infrastructure management covering firewall configuration, WiFi optimization, VPN setup, and ongoing network performance monitoring.
• Hardware Procurement Sourcing, configuration, deployment, and lifecycle management of hardware including laptops, servers, workstations, monitors, peripherals, printers, and scanners.
• VoIP Phone Systems Managed VoIP telephone service powered by Nextiva, providing HD voice, mobile/desktop apps, voicemail-to-email, auto-attendants, call recording, and video conferencing.
• IT Services for CPAs Specialized IT services for Certified Public Accountants, including tax software support, IRS Publication 4557 compliance, WISP development, and tax-season coverage.
• IT Services for Financial Services Firms Managed IT for Registered Investment Advisors (RIAs), wealth managers, and financial planners with SEC Regulation S-P, FINRA, and WORM archiving compliance support.
• IT Services for Law Firms Privileged-grade IT environments for law firms supporting ABA Model Rule 1.6 compliance, IOLTA trust accounting, eDiscovery, and document management.
• IT Services for Property Management Companies IT support for property managers including PCI DSS compliance for payments, tenant PII protection, and multi-site networking for AppFolio, Yardi, and Buildium platforms.
• IT Services for Construction Firms Managed IT for construction and contracting firms with secure field-to-office connectivity, wire fraud prevention, and CMMC/NIST 800-171 compliance for federal projects.
• IT Services for Manufacturers OT/IT network segmentation, ransomware resilience, and CMMC/NIST 800-171 readiness for manufacturers with ITAR/EAR export control requirements.
• IT Services for Funeral Homes Always-on, secure IT for funeral homes with family data protection, PCI-compliant payment processing, and FTC Funeral Rule compliance support.
• Free IT Assessment Complimentary assessment service including tax-season risk review, security posture evaluation, compliance readiness checklist, and vendor/stack review with written report.

Quantifiable outcome

• 97.41% Client Satisfaction (CSAT) score based on 5,956 surveys

Named customers4 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration27 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationMicrosoft Partner relationship providing expertise in Microsoft solutions and technologies for professional services clients
• Wolters Kluwer CCHcoreTechnology or IntegrationIntegration partner for Wolters Kluwer CCH tax and accounting software used by CPA firms
• Thomson ReuterscoreTechnology or IntegrationIntegration partner for Thomson Reuters professional tax and accounting software solutions
• Intuit LacertecoreTechnology or IntegrationIntegration partner for Intuit Lacerte tax preparation software used by CPA firms
• Drake SoftwarecoreTechnology or IntegrationIntegration partner for Drake Software tax preparation solutions
• QuickBookscoreTechnology or IntegrationIntegration partner for QuickBooks accounting software, supporting clients who use QuickBooks for small business accounting
• SagecoreTechnology or IntegrationIntegration partner for Sage accounting and ERP solutions
• TaxDomecoreTechnology or IntegrationIntegration partner for TaxDome client portal and practice management platform for accounting firms
• NextivacoreTechnology or IntegrationVoIP phone system provider powering the company's cloud-based telephone services for professional services clients

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cetrom: Cetrom is a managed IT and cloud hosting provider specialized for CPA firms and accounting professionals. It is one of the closest direct competitors to Tech Advisors, serving a similar customer base with managed services, cybersecurity, and tax-software hosting.
• Right Networks: Right Networks provides hosted cloud environments for accounting firms, including QuickBooks, Sage, and tax application hosting. It overlaps directly with Tech Advisors' cloud hosting and managed services for CPA firms.
• Swizznet: Swizznet delivers cloud-based IT and hosting services purpose-built for accounting and CPA firms. Its product set and target buyer align closely with Tech Advisors' CPA-focused managed IT offering.
• Netgain Technology: Netgain is a managed IT, cloud, and security provider serving regulated industries including accounting, healthcare, and financial services. It competes head-on with Tech Advisors in the CPA/regulated professional services segment.
• AbacusNext: AbacusNext offers practice management, document management, and cloud hosting software plus managed services for accounting and legal firms. It is comparable as both a software vendor and managed services provider for the same vertical Tech Advisors serves.

Broad incumbents

• Sikich: Sikich is a national professional services firm offering managed IT, cybersecurity, and technology advisory across multiple industries including accounting. It is comparable as a broader incumbent offering overlapping managed IT and cybersecurity services to CPA and SMB clients.
• Netrix Global: Netrix provides managed IT, cloud, security, and professional services to mid-market and enterprise clients. It is a comparable incumbent offering managed services and cybersecurity in overlapping verticals.
• Verinext: Verinext (formerly Coretelligent and VertitechIT) delivers managed IT, cybersecurity, and cloud services to regulated and mid-market organizations. It is comparable as a multi-vertical managed services and security provider.

Others

• ConnectWise: ConnectWise is the PSA/RMM platform Tech Advisors itself uses for ticketing and client support, and it is also a major technology ecosystem for the broader MSP market. It is comparable as an enabling platform and ecosystem participant rather than a direct competitor.
• Kaseya: Kaseya is a leading provider of IT management and security software for MSPs and internal IT teams. It is comparable as an enabling technology vendor whose products are used by managed services providers including Tech Advisors' peers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/techadvisorsinc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tech Advisors