Tech for accounting and bookkeeping firms

Yes, and it's the season we plan around. Support is remote first, so someone stuck mid-return gets a person on the phone in about 25 minutes, and inside the hour if the firm has stopped working. We deliberately don't schedule change work into your busiest months, because a well-intentioned upgrade in the wrong week costs you more than it saves. If we think something can't wait, we'll say why and let you make the call.

No. Xero Practice Manager, MYOB, APS, Iris, FYI, whatever mix you've ended up with, we work with it and connect it up. Changing a core system is a business decision, not something your IT provider should push. The one exception is software that can't be secured or that the vendor has stopped supporting. We'll tell you straight if you're in that spot, show you the risk, and price the options before anything moves.

Mostly it means the evidence exists without anyone building it. Client ID and address documents get collected through one channel, checked, and filed against the client record with a timestamp and a name attached. Access is limited to the staff who need it. When you're audited, you produce a trail instead of reconstructing one from email. We don't give you legal advice on your AML programme, that's your compliance adviser's job, but we make sure the systems side supports what your programme says you do.

Real enough that we see it. The pattern is always the same: someone gets into an email account, reads quietly until they find a payment conversation, then sends a message changing the bank account. Nothing looks broken, so nobody checks. The fixes are unglamorous and they work: MFA on every account, monitoring that flags a login from somewhere odd, and a firm rule that any change of bank details is confirmed by phone on a number you already had.

Not without you deciding it should. Automations run inside your own Microsoft 365 tenancy by default, so client data stays where it already lives rather than being handed to a public tool. Anything that would send data somewhere else gets flagged, explained and agreed before it's built, not after. And nothing goes to a client without a person reading it first.

Managed IT is a fixed monthly fee per person covering helpdesk, monitoring, maintenance, backups and the security baseline. Automation is quoted per build against a fixed scope. What it comes to depends on headcount, devices, whether there's a server, and how much of your practice stack needs connecting, so any number on a website would be made up. The review costs nothing and you'll have real pricing before you decide anything.