IT Support for Accountants & Accountancy Firms
Managed IT support for accountancy practices across London and the UK. Secure client data, reliable cloud accounting, and a helpdesk that answers in under 30 minutes, even in January.
Accountants have access to everything: bank statements, tax returns, payroll data, company accounts and personal financial records. An attacker who gets into a practice's systems doesn't get one company's data, they get every client's. A breach costs money, but it also damages the trust your practice is built on. Yet many small firms are still running with no MFA on email, client files in unprotected shared folders, and a backup plan that amounts to hoping nothing goes wrong.
We provide managed IT support for accountancy practices and financial services firms with 1 to 50 staff. That means a helpdesk that answers in under 30 minutes, proactive monitoring and patching, managed and encrypted devices, Microsoft 365 configured securely, and someone who understands the rhythm of your year. You get the reliability of an internal IT team without the cost of hiring one.
Client confidentiality and UK GDPR sit at the centre of everything we set up. Access is role-based, so trainees and junior staff only see the client files they work on. Sensitivity labels and data loss prevention stop tax returns and bank details being emailed to the wrong person. Every device that touches client data is encrypted and remotely wipeable, and audit logs show who accessed what. ICAEW, ACCA and the other professional bodies publish guidance on data protection and cyber security for members, and the expectations are consistent: protect client data, use proportionate controls, train staff, and have a plan for when things go wrong. We help you meet them and document it.
Email is where most attacks on accounting firms start, and invoice and payment fraud is the one that hurts most. An attacker who compromises an accountant's mailbox can send convincing payment instructions to clients or redirect refunds. We enforce MFA on every account, deploy anti-phishing protection that catches HMRC and client impersonation, configure SPF, DKIM and DMARC so your domain can't easily be spoofed, and give staff practical phishing awareness training. We also encourage a simple rule that any change to bank details is confirmed by phone.
Your software stack has to work together. Whether you use Xero, QuickBooks, Sage, IRIS, CCH, FreeAgent or a mix, alongside practice management tools, we make sure each platform has individual user accounts rather than shared logins, MFA switched on, and access removed when people leave. We keep your systems compatible with Making Tax Digital so submissions to HMRC aren't held up by IT problems, and we troubleshoot issues ourselves instead of telling you to call the software vendor.
Clients still email bank statements and payroll files as plain attachments, and practices still send tax computations back the same way. A secure client portal and e-signature workflow is now a professional necessity. We help you set up and secure the portal and e-signing tools you choose, integrate them with Microsoft 365, and make it easy for clients to upload documents and sign engagement letters and returns without sensitive data travelling through ordinary email.
January is not the time to find out your backups have been failing or your remote access can't cope. Before every busy season we run a readiness check: updates applied ahead of time, backups and restores tested, remote access and MFA confirmed for every member of staff, laptops and connectivity checked, and capacity reviewed for temporary staff. During the self-assessment rush, our under-30-minute response matters most, and we know a problem at 9pm on 30 January is not one that can wait until the next week.
Cyber Essentials shows clients, insurers and partners that your practice takes security seriously, and it is often requested in tenders and by larger corporate clients. We configure your systems to meet the five controls and support you through certification, including Cyber Essentials Plus. Alongside it, we put encrypted, independent backups in place for Microsoft 365, client files and any local data, with tested recovery, so ransomware the week before a deadline doesn't take your practice offline.
Staff changes need to be handled properly in a firm holding client financial data. New starters get a fully configured laptop with the right access on day one. Leavers have access revoked immediately, devices are wiped or reassigned, and their mailbox and files are retained or handed over correctly. Seasonal and temporary staff are given time-limited access that ends when their contract does, and hybrid workers get the same security at home as in the office.
We're based in Brentford, West London, and support accountancy practices across London in person and across the UK remotely. Support is month to month with no long contracts, we explain things in plain English, and we only recommend what your practice actually needs. Every engagement starts with a review of your current setup and a personalised quote.
Built for Accountants & Financial Services
Client Confidentiality & UK GDPR
Role-based access, sensitivity labels, DLP, encrypted devices and audit logs, aligned with professional body guidance on protecting client data.
Phishing & Payment Fraud
MFA everywhere, anti-phishing, SPF, DKIM and DMARC, and staff training to stop mailbox compromise and invoice fraud.
Secure Client Portals
Secure document exchange and e-signatures set up and integrated, so client financial data stops travelling as email attachments.
Busy-Season Readiness
Pre-January checks on backups, updates, remote access and devices, plus fast support when the self-assessment deadline is close.
Our Services
Frequently Asked Questions
It depends on your team size, devices, software and what's already in place, so we give every practice a personalised quote after a review of your current setup. Support is month to month with no long contracts, and we only recommend what your practice actually needs.
At minimum: MFA on email and every platform holding client data, anti-phishing protection, SPF, DKIM and DMARC on your domain, encrypted and managed devices, role-based access, secure file sharing for clients, tested backups and a proper leavers process. Cyber Essentials is a good framework for getting the basics right.
It isn't a legal requirement for most practices, but clients, insurers and tenders increasingly ask for it, and it covers the controls that stop most common attacks. We configure your systems to meet the five controls and support you through Cyber Essentials or Cyber Essentials Plus certification.
Limit access to the people who need it, encrypt every device, use secure portals rather than email attachments for financial documents, apply data loss prevention, keep audit logs and back everything up. We set these controls up and document them so you can show clients, insurers and your professional body what's in place.
Yes. We support the IT around your accounting and tax software, including individual user accounts, MFA, access control, integration with Microsoft 365 and keeping your setup compatible with Making Tax Digital. We work alongside your software vendors rather than replacing them.
We enforce MFA so stolen passwords alone can't open a mailbox, filter phishing and impersonation emails, configure DMARC so your domain is hard to spoof, and alert on suspicious mailbox rules. We also recommend verifying any change to bank details by phone, and train staff to spot the warning signs.
Yes. Most of our support is delivered remotely, so staff at home and in the office get the same helpdesk and the same security. Devices are managed and encrypted wherever they are, and Conditional Access ensures only trusted devices can reach client data.
Yes. Before January we check backups and restores, apply updates early, confirm remote access and MFA for every user, and review devices and capacity for temporary staff. During the rush we respond in under 30 minutes, so IT problems don't put deadlines at risk.
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