IT support for accounting firms and financial services

Built around your busiest months

For accountants and bookkeepers, IT problems are never convenient, but during tax season they’re genuinely costly. When every staff member is fully booked, a computer that takes ten minutes to open a return, a scanner that stops working or a sync conflict on a shared file can ripple through the whole office.

We plan around your calendar. Before peak season, we tune workstations, apply updates, confirm tax software requirements and licences, test backups and check that remote access is ready for staff who work extra hours from home. During the season, maintenance happens after hours, and urgent requests from your team are prioritised by our helpdesk.

Protecting the data clients trust you with

Few small businesses hold as much sensitive personal information as an accounting firm. Social insurance numbers, T4s, bank statements, corporate financials and copies of ID are exactly what identity thieves look for, and tax season brings a flood of targeted phishing emails pretending to be clients, the CRA or software vendors.

Our cybersecurity measures for accounting firms include:

• Multi-factor authentication on email, tax software portals, cloud accounting platforms and remote access.
• Endpoint detection and response and automated patching on every computer.
• Email filtering and impersonation protection to stop fake client and CRA-themed messages.
• Encrypted laptops and backups so lost equipment doesn’t expose client files.
• Least-privilege access so staff only see the client files they work on.
• Security awareness training timed for the months when scams peak.

Secure, simple file sharing with clients

Emailing tax documents back and forth is risky and messy. Attachments sit in inboxes indefinitely, get sent to the wrong address and are hard to track. We help firms move to secure sharing: a client portal, or encrypted links with MFA and expiry dates through Microsoft 365 or another platform. The goal is a process that’s safer for you and easy enough that clients actually use it.

Reliable backups for years of records

Accounting firms need to retain client records for years, and losing working files mid-season would be a disaster. We protect local file servers, cloud storage, tax software data and Microsoft 365 with automated backups, keep offsite and immutable copies for ransomware protection, and test restores regularly. Retention settings are aligned with how long your firm needs to keep records.

Software that works together

Most firms run a mix of desktop tax software, cloud accounting platforms, document management, Excel and PDF tools. We keep versions compatible, make sure integrations work after updates, and act as your technical contact with software vendors. New staff get a consistently configured computer with everything they need on day one.

Financial planners and advisors

Financial advisors face similar risks and often additional compliance expectations from dealers and regulators around record keeping, email archiving and device security. We help advisory practices implement the technical controls those expectations call for and document them clearly.