We offer superior IT services and solutions for CPA and accounting firms.

Get the necessary compliance and security solutions through Level3MD's Managed IT Services.
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At Level3MD, we are changing the IT industry by providing innovative solutions for CPA and Accounting firms. We aim to be the top provider of high-quality IT services designed specifically for small to medium-sized firms.

With years of experience serving CPA partners, we have developed a reliable system that offers high-security and high-availability IT solutions, allowing you to access your data on any device, anywhere, and at any time. Our approach ensures that your firm can operate without interruption, increase profitability, and reduce cybersecurity risks while maintaining industry compliance.

You are a whiz at delivering financial literacy. Allow us to be your technology experts.

When there are numerous time-sensitive tasks throughout your day, Level3MD is here to assist you in getting back to what truly matters. In the financial industry, we have discovered uncomplicated methods to streamline your processes by leveraging technology, resulting in fewer headaches for you and enhanced experiences for your clients.

With a thorough examination of your business processes, we have identified that many financial services firms have the potential to operate with increased efficiency and effectiveness.

What we assess:

Client Onboarding + Intake:

  • What is the process for new clients to get in touch with you?
  • How do you capture new clients’ information?
  • How do clients submit documents to you?
  • How do you get clients’ signatures for contracts?

Client Management:

  • How do you schedule meetings with clients and prospects?
  • How do you remind yourself to follow up with clients?
  • How does your team communicate internally about clients’ matters?
  • How do you run financial and performance reports for clients?

Client Offboarding:

  • How do you collect payment?
  • How do you transfer records?
  • How do you maintain communication with previous clients?

WANT TO LEARN MORE?

Are you ready to take your business to the next level? Book a no pressure discovery call with Level3MD today.

Benefits to Your Firm or Practice

Implementing responsive and dependable IT solutions can elevate your business to new heights. You can make a significant difference in these areas:

Bottom Line $$$

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Increased productivity

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Reduced downtime

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IT solutions that scales

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Happy patients/clients

Staff Members

9

Secured & Effective remote work

9

Focused on business growth, not IT

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Streamlined onboarding / off-boarding

9

Staff empowerment

Peace of Mind

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Backed up data

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Proactive over reactive

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Improved security & reliability

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Up-to-date compliance

See what other business owners are saying about us…

Elevate Your Law Firm’s Security and Success with Level3MD
Working with this Level3MD has been a game-changer for our law firm. They have not only implemented top-of-the-line security measures, but they also take the time to educate us on how to avoid cyber threats. It’s clear that they genuinely care about our firm’s success.
Zach Meeks

Meeks Impact Law

Rest Easy with Level3MD: Unparalleled Data Security for Small Business Owners
As a small business owner, I was concerned about the security of our data. However, since partnering with this Level3MD, I can rest easy knowing that our information is protected by their advanced security measures. Wilson truly go above and beyond to ensure our peace of mind.

Dr. Dorothy Crisostomo

U-first Healthcare

Experience Unmatched Protection and Peace of Mind with Level3MD: Safeguarding Your Business from Cyber Threats
Since partnering with Level3MD, we have seen a significant decrease in the number of cyber threats we face on a daily basis. Their proactive approach to security has saved us time and money in the long run. We can’t imagine running our business without their exceptional services.
Antonio Philantrope

Fast Tax Rx