IT Partner Portal

Welcome,
Custom Accounting Services LLC

Your dedicated IT partnership hub, with meeting agendas, reports, and resources from Vicinity, your managed IT services partner.

Industry Accounting & Tax Services
Account Manager Erika Baldiviez
Partner Since DanTech Legacy · Vicinity 2025
Agreement Renewal Pending, new Vicinity agreement required
Access Your Vicinity Portal

Submit and track support tickets, order equipment, view your devices and software, manage agreements, and more.

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Vicinity Client Portal
Your central hub for IT support tickets, device inventory, invoices, agreements, and your technology store, all in one place.
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Your IT Documents

IT reviews, technology assessments, and planning documents from your Vicinity partnership.

Most Recent
2026 IT Review
Environment assessment and transition review covering your technology landscape, security posture, and recommended initiatives.
Meeting Date September 2026
Type IT Review
Prepared By Vicinity vCIO Team
View Document
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IT Review Upcoming
IT Review, 2027
Scheduled TBD
Annual review, to be scheduled
Get Help from Vicinity

Four ways to reach our team, for routine requests or urgent issues.

Contact Support
Available Monday through Friday 8 AM to 6 PM for routine support, and 24/7/365 for urgent and critical incidents.
Live Chat
Help Desk Chat icon on your desktop
Open Action Items
Current items requiring action or follow-up from your most recent IT Review.
Finalize new Vicinity managed services agreement Sept 2026
Server replacement planning (CASSVR, end-of-life OS) TBD
Confirm PrintX & M365 SaaS Protection scope TBD
View all action items
Your Points of Contact

Reach out to your dedicated account team for strategic questions, planning, or anything outside of day-to-day support.

EB
Erika Baldiviez
Account Manager
TA
Terry Ameline
Director of Client Experience