I.T. for accounting and bookkeeping practices that protects client data and the money you move.
Tax file numbers, bank details and access to client accounts. Your practice is a bigger target than most, so we lock down email, devices and logins properly.
What your regulator expects from your I.T.
Plain-English summaries. We're not lawyers and this isn't legal advice, but we build your systems so you can show you've met these.
Client confidentiality
Registered tax and BAS agents must not disclose client information without permission. A breach of your systems can become a breach of the Code.
Strong sign-in
The ATO requires multi-factor authentication for practitioners using its online services. Your staff devices and accounts need to be secured to match.
Tax file numbers
TFN information has its own privacy rules. Data breaches involving TFNs are treated seriously and may need to be reported.
The gaps we find most often.
- Shared logins to practice software. Nobody can tell which staff member accessed a client file.
- Hidden mailbox forwarding rules. An attacker reads every client email and waits for a payment to redirect.
- Client documents sent as plain email attachments. Tax returns and ID documents sitting in inboxes for years.
- No MFA on email. One phished password is all it takes.
Built for how your business actually works.
We look after the devices, Microsoft 365, email security and backups around your practice and accounting software, so your team can work securely in the office and from home.
- MFA and conditional access across every login
- Impersonation and fake-invoice email protection
- Alerts for suspicious mailbox rules and sign-ins
- Secure client document portal instead of email attachments
- Managed, encrypted laptops with remote wipe
- Daily backups of Microsoft 365 and client files
- Same-day access removal when staff leave
- Incident response plan that covers client notification
Not in the Illawarra? Same team, same standards.
We look after accounting and bookkeeping practices right across Australia. Whether you're down the road or interstate, you get the same setup, the same written response times and the same evidence for your auditor or insurer, delivered remotely by our Australian team.
- Onboarded by video. Risk check, setup and staff sign-in done remotely in your first two weeks.
- Devices shipped ready. Laptops are enrolled and secured before they reach you.
- Same written response times. Your plan's guarantee applies wherever you are.
- Hands on when needed. On site across the Illawarra, Shoalhaven and Southern Highlands. Elsewhere, we arrange local help and quote it first.
No lock-in. Response times guaranteed. You own everything.
TIME
The response guarantee
Every plan has a written response time. If we miss it on a ticket, we credit 10% of that month's plan fee. No forms, no arguing. It shows on your next invoice.
DAYS
The right-fit guarantee
Give us 90 days. If you don't think we're the right fit, we refund your onboarding fee in full and help you move on. You carry none of the risk of switching.
OWN IT
No hostage I.T.
Your accounts, passwords, licences and data are always yours. Leave with 30 days' notice and we hand over everything, documented, at no charge.
Could a fake bank-detail email get past your practice today?
20 minutes with Shane. You'll get a written summary of where you stand and your three most urgent fixes, whether you work with us or not.
Questions we get askedCan you help with ATO online services and MFA?
Yes. We set up MFA across your practice so sign-ins to Microsoft 365, your practice software and the ATO's online services are protected, and keep staff devices secure enough to use them.
What about fake invoices and changed bank details?
Accounting practices are a prime target because you handle client payments and refunds. We block impersonation emails, alert on suspicious mailbox rules and train staff to verify bank detail changes by phone.
Tax time is our busiest period. Will onboarding disrupt us?
We schedule onboarding around your peak periods and do most of the work in the background. Staff usually notice a new sign-in prompt and not much else.
Find out where you're exposed before someone else does.
Book a free 20-minute risk check with Shane. You'll get a plain-English list of your three biggest gaps, whether you sign with us or not.