IT for accountants and bookkeepers
Accountancy and administration offices are among our more demanding clients, and that is meant as a compliment. The requirements are clear, the data is sensitive and there are moments in the year when nothing may go wrong.
Peaks that are known in advance
The turn of the year, filing deadlines and quarterly returns are periods in which the office works at full stretch. The advantage is that those dates are known. We plan maintenance and changes around them and make sure the environment is sized for the peak rather than for a quiet week in July.
Client data that is not yours
You hold the administration of other companies. That places demands on access, on logging and on how you exchange documents. We arrange it so that a colleague sees the clients they work for and that it is recorded who consulted what.
Exchange with clients
Sending annual accounts and payroll data by ordinary e-mail is not sensible, and asking clients to learn a complicated portal does not work either. We look for a route that is secure and that your clients will actually use, because a method nobody uses is not security.
Requirements from professional bodies
Depending on your affiliation there are requirements about security, continuity and retention. We make sure your environment meets them and that you can demonstrate it, rather than discovering during a review that something was never arranged.
The services that matter most in this sector
What companies in this sector ask us
Can you work with our accounting software?
Yes. We handle the environment it runs in and coordinate with the software supplier. Whether that is a package on your own server or a cloud service makes no difference to what we do around it.
How do we exchange documents with clients safely?
Not by ordinary e-mail. We set up a route that is secure and simple enough that clients use it. What fits depends on your practice, so we look at it together.
Can you help us demonstrate that our IT is in order?
Yes. We record what has been arranged and why, so that you have something to show during a review or when a client asks. That is a great deal easier than reconstructing it afterwards.
Curious what we could do for you?
The first consult is free and without obligation. We map out your IT and tell you honestly what you do and do not need.