Financial Services & Accounting

Financial & Accounting Services Technology Solutions

Financial Services is a business sector that requires strict adherence to regulatory compliance guidelines such as FINRA. TECHLINQ’s understanding of this area will help simplify the compliance process. We have experience with numerous business applications that are common to the financial services and accounting industries and can make the process of attaining and maintaining compliance far less stressful.

TECHLINQ is proficient in managing specific needs such as:

  • Financial Services Management Software (ie. Junxure, RedTail)
  • Assistance attaining and maintaining FINRA compliance
  • Accounting Applications (ie. ProSystem fx, Lacerte, QuickBooks, PeachTree)
  • Image Scanning & Document Management – E-Mail Encryption
Agency Management Software Installation / Upgrades

Keep your staff trained and your software updated to ensure these vital tools that run your office are current and offer continuing improvement for better agency efficiency.

Scanning for Paperless Agencies

Documents and records can be digitized for archival purposes, simplifying record keeping, and overall accessibility. Optical Character Recognition (OCR) can further render documents into editable formats allowing importation into most word processing systems.

Offsite Backup

Distribution of risk is a concept basic to security and the Insurance industry. There is no more essential element of security than the integrity of your records in the event of a disaster. That’s why we offer offsite backup and restoration of your business-critical data, records, and applications.

Whether you are a single practitioner, or a large firm, TECHLINQ can guide you through the process of utilizing applicable IT resources to seamlessly meet the challenges that your business faces.

Our goal is to not just meet, but to exceed your expectations with our innovative, proactive service.  When you become a TECHLINQ Total Support client, you’ve taken the most important step in the management, maintenance, and overall health of your technology infrastructure. Sign up today!
TECHLINQ BBB accredited business profile