IT for Accounting Firms Secure, reliable IT for accounting practices
Accounting practices run on deadlines, accurate records and client trust. You need to keep years of client files safe, findable and compliant, often across a mix of paper archives, older software and newer cloud platforms.
We look after the technology behind all of it, so your team can focus on clients, not computer problems.
How we look after accounting firms
Records & Archiving
Client records kept secure, organised and retained for as long as you need them
Document Digitisation
Paper files scanned, indexed and made searchable, so you can find anything in seconds
Legacy Systems & Ageing Servers
We add longevity to older platforms and servers, and help retire them when the time comes
Help Moving to Modern Platforms
Technical support for your team and your software provider when it is time to move
Identity & Cyber Protection
24/7 protection for staff accounts and the client data attackers are after
Secure Remote & Offshore Access
Controlled, compliant access to client files for home-based and offshore staff
Records you can find, years later
Accounting firms hold a lot of history. The ATO generally expects records to be kept for at least five years, company records need to be kept for seven under the Corporations Act, and many firms hold client files for much longer.
We set up archiving that fits how your practice works. Staff only see the clients and files they need, there’s a full record of who opened what and when, and retention settings keep each record for as long as it has to be kept, then deal with it properly. When a client, auditor or regulator asks for something from years ago, you can find it quickly and show it’s complete.
From archive boxes to searchable files
Plenty of practices still have rooms, storage units or archive boxes full of paper. It takes up space, it’s hard to search and it can’t be backed up.
Our digitisation service turns those physical documents into secure digital records. Files are scanned, named and indexed so they’re searchable, then stored in your document system with the right access and retention settings. You free up space, find things in seconds, and your archive is protected like the rest of your data. Once digitised, your records can also be processed into e-discovery platforms, ready for audits, disputes or legal requests.
Legacy platforms and ageing servers, looked after
Plenty of accounting firms still rely on older practice management or tax software they’re not ready to give up, often running on a server that’s well past its prime. It holds years of client history, the team knows it inside out, and switching it off isn’t an option yet.
Keeping those systems going is something we specialise in. We add longevity to your legacy platforms and ageing servers, keeping them reliable, backed up, monitored and locked down, so an old system doesn’t become the easiest way into your network. When the time comes to retire them, we help with the sunsetting too, so nothing important is lost along the way.
When you move to a modern platform, your software provider or migration partner handles the move itself. We look after the technical side on your end, so it goes smoothly and you’re never stuck in the middle.
Secure, controlled access for remote and offshore teams
Plenty of practices rely on staff working from home, or on offshore teams for bookkeeping and prep work. However your team is set up, client files and tax data are being opened outside your office, and your compliance obligations go wherever that data goes.
We put processes in place that line up with your compliance requirements, then back them with the right controls. Sensitive documents can be labelled so the protection travels with the file: who can open it, whether it can be printed, downloaded or shared, and what happens if someone tries to send it outside the firm. Tax file numbers and other sensitive details can be picked up automatically and stopped from leaving the practice. It’s all backed by identity protection and our 24/7 SOC watching every sign-in.
How it works
01 Review
We look at your systems, records and archives, and where the gaps and risks are.
02 Organise
We set up storage, retention and access so records are easy to find and kept as long as needed.
03 Protect
Backups, monitoring and 24/7 identity protection keep client data safe.
04 Support
Fast, friendly help for your team, with extra focus when deadlines are tight.