PCI-aware private cloud for tax and accounting firms.
Dedicated tenancy for Quickbooks Enterprise, Lacerte, ProSeries, and custom finance stacks. Seasonal scaling for tax season. IRS-friendly retention.
The problems we're built to solve.
PCI scope grows quietly
One credit card field on a portal and your entire stack is in PCI scope. Most MSPs don't catch this until the QSA does.
Tax-season spikes
Q1 traffic is 8-15x baseline. Public-cloud auto-scaling helps; the bill at the end of April doesn't.
IRS retention windows
Seven years for most records, ten for some, indefinite for others. Cheap deep-archive that's actually retrievable is rare.
Document confidentiality
Client tax returns, W-2s, 1099s — leaked client documents have ended firms. Encryption alone isn't a strategy.
State and federal overlap
California, Massachusetts, and New York each have their own rules. Compliance has to compose, not contradict.
Quickbooks lifecycle
Intuit changes terms every couple of years. Hosting on a partner that owns the stack means you don't have to re-architect every cycle.
What customers measure.
What you get on day one.
Every engagement ships with the operational foundation — encryption, audit logging, monitoring, BAA / DPA — already in place.
Quickbooks / Lacerte / ProSeries hosting
Multi-user hosted application environments with concurrent-user licensing. Persistent or non-persistent profiles.
PCI-aware network segmentation
Cardholder data environment separated by VLAN + microsegmentation. Quarterly external scans available.
Tax-season auto-scale
Pre-warmed capacity Jan-April. Goes back to baseline May 1. You pay for what you use, not the peak.
Encrypted document storage
Multi-tier storage with BYOK / HSM-backed keys. 7+ year retention with low retrieval cost.
Secure client portal
Branded portal for clients to upload W-2s, 1099s, receipts. End-to-end encrypted, audit-logged.
24/7 AI-operated NOC
Tax-season-aware monitoring. Senior engineers on call during peak windows, with response SLAs that match your client commitments.
“Our March-to-April compute costs dropped 62% the first season we moved off public cloud. The Ultiblob hosting fee is the same in February and April — which is what we wanted in the first place.”
Starting points, not surprises.
Real numbers for typical engagements. The estimator returns yours in 30 seconds.
- 1-10 users
- Quickbooks hosting
- Client portal
- Daily backups
- Tax-season scaling included
- 11-50 users
- PCI-aware segmentation
- Lacerte/ProSeries multi-user
- BYOK encryption
- Dedicated CSM during peak
- 50+ users
- SOC 2 evidence on tap
- Real-time data integrations
- Customer-held keys
- Quarterly compliance review
Common questions, answered.
- We provide PCI-aware controls and infrastructure. Full PCI compliance involves your applications and procedures too — we partner with your QSA on the application side, and own the infrastructure controls end-to-end.
Walk into January knowing your numbers.
Free seasonal capacity plan: we model your March-April peak, size the hosting tier, and lock the price. No surprise bills in busy season.
Tax & advisory client portal
Document exchange + e-sign + billing, PCI when card data is in scope.
- → Client browser → edge → portal → encrypted doc store
- → Payment form → tokenizer → processor (raw PAN never touches your DB)
- → Auditor → read-only role → audit trail (no PHI/PAN export)
PCI-DSS readiness check.
Payment card data. 8 questions. Roughly 3 minutes. Your answers stay in your browser — nothing is sent.