IT support for accountants and professional services

Keep client work accessible

Your team may work between tax software, accounting applications, document storage and client portals throughout the day. A problem in one place can delay an otherwise routine job. We identify the important applications, the people who use them and the supplier responsible for each service.

Making Tax Digital software has its own access, update and submission requirements. We support the surrounding devices, accounts and connectivity within the agreed scope and coordinate with the software provider where needed. We do not decide tax treatment or replace advice from the professional responsible for a return.

Client portals and confidential files

Financial records, payroll information and identity documents need controlled access. A portal link should be sent to the intended person and removed when it is no longer appropriate. We help review permissions and account settings so a shared folder does not quietly become accessible to more people than intended.

Microsoft 365 backup protects the agreed email and cloud files. It does not automatically include data held inside every accounting or tax platform. We establish what each provider retains, what exports are available and where a separate recovery arrangement is needed. The answer should be documented before a busy filing period.

Invoice fraud and account security

An email about changed payment details deserves an independent check, even if it appears in a familiar conversation. Staff should use a known telephone number or an approved verification process. Filtering and phishing training support this habit but do not replace financial authorisation.

Account hardening starts from £2.50 per user per month and checks settings such as sign-in protection and administrator access. Breach monitoring starts from £4 per user per month, with our security partner's analysts reviewing suspicious account activity around the clock. The two services address different stages of risk.

Plan around busy periods

We agree update arrangements and identify systems where a restart or configuration change could interrupt time-sensitive work. No supplier can promise that every issue will be fixed before a deadline, so owners need priorities, contact routes and a realistic continuity plan.

When people join, leave or move between teams, review portal access, delegated mailboxes and shared credentials as well as the main Microsoft account. Managed devices and a password manager can make these controls easier to maintain, provided responsibility for approving access is clear.

Start with your actual setup

We start by understanding the systems people use, the information they hold and the work that cannot stop. We then agree the users, devices, hours and services in a written quote. A full security audit and onboarding are free for clients committing to a contract. We are a small local company; out-of-hours security monitoring is delivered by our security partner's analysts, not an in-house 24 hour helpdesk.