Accounting and Advisory

IT for accountants.
We know your stack.

IT support for accounting and advisory firms in Australia. We know MYOB AE/AO, Xero Practice Manager, Handisoft, BGL, and ATO portal access inside out, along with the data security requirements that apply to registered tax agents.

IT Support for Accounting Practices

An accounting practice runs on a specific set of platforms practice management software, tax and compliance tools, document management, and direct connections to the ATO. Those systems have specific deployment requirements, integration dependencies, and security expectations that differ from a generic business IT environment.

We have supported accounting practices from sole practitioners to mid-size firms. We know how MYOB AE and AO are deployed, how Xero Practice Manager integrates with client Xero files, and what the ATO expects from the security configuration of systems that access Tax Agent Portal. We also understand the busy season pressure June 30 is not the time to discover a server problem.

🏛️ ATO Portal Ready
Tax agent portal security compliant across all required systems.
📅 EOFY Support
Proactive management and support through peak periods.
🏅 CPA / CA Aware
Practice standards-aware IT configuration and security.

What We Cover

Software, security, and compliance for accounting practices

📊 Practice software we support

MYOB AE and AO server deployment, updates, and troubleshooting
Xero Practice Manager and Xero HQ configuration and support
Handisoft and HandiTax deployment and update management
BGL CAS360 and Simple Fund 360 SMSF admin platform support
Class Super fund administration platform support
FYI Docs document management integration support
GreatSoft CRM practice management support
ATO Tax Agent Portal, BAS Agent Portal, and practitioner lodgement service

🔒 Security for accounting practices

ATO Digital Identity and myGovID configuration for all staff
Multi-factor authentication on all systems accessing client tax data
Email security to prevent invoice fraud and impersonation attacks
Encrypted backup of client data with seven-year retention support
Privileged access controls for systems holding tax file numbers
Staff offboarding immediate credential revocation for departing staff
Annual cyber security review ahead of ATO compliance requirements

📁 Document and client file management

Client portal deployment for secure document exchange
Document retention configuration for seven-year ATO requirements
Electronic signature platform integration
Secure archiving for closed client files
Automated backup verification for critical practice data
Staff access logging for systems holding client financial data

Compliance Context

Regulatory and compliance context

Tax Agent Services Act 2009 registered agents must maintain systems that protect client tax information
ATO Security Requirements systems accessing ATO services must meet specific authentication and access standards
Privacy Act 1988 tax file numbers are sensitive information requiring specific protection
APES 110 professional obligations under accounting standards include information security responsibilities
Notifiable Data Breaches scheme a breach of client tax or financial data is almost certainly a notifiable breach

IT for accountants.We know your stack.