Client onboarding that stalls while someone chases ID documents and proof of address by email.
Tech for accounting and bookkeeping firms
Managed IT, cyber security and AI for New Zealand accounting practices. Keep client data safe, meet your AML obligations, and stop losing billable hours to data entry.
- 30 years in NZ business IT
- 4.9 from 95+ Google reviews
- NZ owned and operated
- SMB1001 aligned
What our clients say about us.
Our goal is to reduce or mitigate our risks and make certain we're aware of all our problems and have them covered.
When I do get a phone call, the technician often sorts out another few issues at the same time, always effortlessly. Quite a different way of operating from the previous IT company.
What I liked most about the onboarding process was the communication. He got online, found the right people to talk to, and made it work.
The work that quietly costs you a day a week
Practice data spread across the practice management system, a shared drive, Xero and everyone's inbox.
The three months either side of tax time where nobody has capacity and everything manual becomes a bottleneck.
A phishing email that looks like a client asking you to change their refund bank account.
Why accounting & bookkeeping businesses choose iT360.
We actually pick up
When the practice software stalls on the day a return is due, you get a person, not a queue.
A local team that turns up
Auckland based, NZ owned. Remote first, and on site when the job needs hands on it.
Proactive, not reactive
We monitor and fix things before your team notices. You hear from us before you have to ring us.
Steady through compliance season
Extra care and monitoring around year end and filing deadlines, when downtime costs the most.
AI built for accounting & bookkeeping.
Not AI in general. These are the specific workflows we automate in this industry, and the reason this page exists.
AML client onboarding
ID and address documents collected, checked and filed against the client record, with a clear trail of who verified what and when.
Document intake and coding
Client receipts, invoices and bank statements read and coded automatically instead of typed in one at a time.
Client query handling
Ask a plain question and get the answer out of your own files, workpapers and prior year returns.
Deadline and information chasing
Automatic follow-up on outstanding client records so nobody has to build the chase list by hand in March.
Proposal and engagement letters
Turn scope notes into a first-draft engagement letter or fee proposal in minutes, ready for you to check.