Sound familiar

What we hear from accounting and finance leaders

  • Tax season weekends where the practice software absolutely cannot be down
  • Client records separated with clear permissions, audit trails and access reviews
  • Software stack that mixes Xero, MYOB, Sage, HandiSoft, APS, Class and bespoke Excel
  • ATO portal and STP integrations that fail at the worst moments
  • Phishing emails dressed up as ATO notifications targeting BAS staff
  • Remote partners who need full performance, not a Citrix that crawls
How we help

How we look after accounting and finance teams

Practice software expertise

Working knowledge of the platforms accountants run on. We support what you use, we don't tell you to switch.

Cybersecurity for client financial data

MFA, conditional access, email security and DLP designed for firms that touch TFNs and client financials all day.

Client record separation

Client folders, drives and permissions are designed to reduce the risk of unauthorised access between client records.

Tax-season uptime

Pre-season health checks, capacity headroom and senior engineers on call for the windows that matter.

Secure client portals

Document exchange with clients that doesn't involve emailing PDFs of tax returns.

Fraud and BEC monitoring

Business email compromise is one of the most common and damaging threats facing finance teams. We monitor for indicators of compromise and strengthen controls around email, identity and payment workflows.

Outcomes

Typical outcomes

  • Lodgement windows supported with pre-season checks and capacity planning
  • Client data segregated and auditable
  • Lower phishing risk with awareness training plus filtering
  • Faster, simpler client document exchange
  • Real performance from anywhere, not just the office
Anonymised case study

Multi-partner accounting practice

Practice with 50 staff and 1,800 SME clients moved off ageing on-premise file servers and a tired RDS environment. We migrated to a tuned M365 tenancy, deployed Intune-managed laptops and put a secure client document portal in front. The first tax season on the new platform ran without the major RDS and file-server issues the practice had previously experienced.

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Talk to someone who understands the environment

30-minute discovery call. We'll listen, ask the right questions, and tell you honestly whether we're the right fit for your accounting & finance business.

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