IT that works to your practice's deadlines.
Keep accountants and bookkeepers connected to client files, tax tools, workpapers and the document workflows behind a productive practice.
Across the practice workflow
- Collect
- Prepare
- Approve
- Lodge
Support for the whole practice workflow.
Accounting firms use a connected mix of ledgers, practice management, document tools and client portals. The supporting IT needs to work through busy periods and everyday jobs alike.
Xero & MYOB environments
Support the devices, browsers and connectivity used with Xero and MYOB products, including cloud applications and existing desktop practice systems.
Tax & practice management
Keep staff connected to their tax, job-tracking, timesheet and billing tools. Coordinate software updates and application issues with the relevant supplier.
Workpapers & documents
Organise shared files, PDF tools, scanning and email filing around your document system, with clear folder structures and version history.
Client portals & approvals
Help staff access client portals, exchange documents and use digital approval tools within the capabilities of your chosen practice software.
Remote & seasonal staff
Set up devices and application access for partners, staff and temporary team members, with planned onboarding and end-of-engagement handovers.
Busy-period continuity
Plan maintenance around lodgement work, document backup coverage and agree recovery steps for critical IT systems and practice files.
Systems to discuss.
We can discuss the IT behind your ledger, practice, tax and document tools. Product-specific configuration and lodgement functions are coordinated with your software supplier where needed.
- Xero / Xero Tax
- MYOB Practice / AE / AO
- FYI / SuiteFiles
- Microsoft 365
Plan the IT work before the busy period.
Lodgement deadlines, client approvals and staff availability shape an accounting practice's working week. We use those constraints to plan upgrades, equipment changes and access for extra staff.
- Maintenance windows agreed around practice commitments
- Clear access to current client files and workpapers
- A documented path for recovering working records
Before we get started.
Can you support a mix of cloud and desktop practice software?
Yes. We can review the computers, servers, remote access and cloud tools in use, then agree a support plan that fits your current applications.
Can you help with document management and scanning?
We can assist with scanners, PDF handling, shared files and the IT connections around document tools such as FYI or SuiteFiles, coordinating application-specific matters with their suppliers.
Can maintenance avoid our busiest lodgement periods?
We can agree maintenance windows around your practice calendar. Tell us the periods and applications that are most critical when we plan the work.