Managed IT for Canadian accounting firms

IT your firm can lean on through tax season.

From February to June the volume climbs and the shortcuts start. We set up Microsoft 365 so SINs, T4s, and full financials move securely instead of as plain email attachments, and a senior person keeps it running while you're heads-down.

  • Senior people only
  • 11-minute average response
  • Data kept in Canada
  • Month to month

What you get

What running it for you looks like

Client financials that move securely

MFA and conditional access enforced, encrypted email, and a real client portal, so returns and statements don't travel as raw Outlook attachments. A setup you can show a client or the CRA.

One senior person, start to finish

The person who plans your work is the one who does it. No junior techs on your systems, no onboarding fee, and no handoffs to a queue.

Answered in about 11 minutes

When you reach out, a senior tech who already knows your setup picks it up. Our average is 11 minutes, and we sit with you each quarter to look ahead.

Our track record

95%

of clients have stayed with us, going back 14 years

11 min

average response time when you reach out

~80%

fewer tickets after the first three months

~178

written policies, from access rules to incident response

What changes once we set it up

How returns get sent
Plain email attachments
Encrypted email and a portal
Sign-in security
Password only
MFA on every account
When the system slows
Wait and hope
A senior tech in 11 minutes

The usual first step

What we set up for accounting firms

We harden your Microsoft 365 for how a firm handles client financial data, then run it from there. We schedule the work around your season, not ours.

Priced to your size, with no onboarding fee.

Month to month, no long contract.

Book a setup review
  • A full review of the systems your business runs on
  • Sign-in security, encryption, and access control set up properly
  • Backups we test by restoring, kept offsite and out of ransomware's reach
  • Monitoring and a senior tech on your account
  • Staff training so the team knows the setup
  • Quarterly reviews with your leadership
  • 30% off all project and labour work

How we start

Three steps, and no pressure

1

A setup review

We look at how things run today and where your data sits. About 20 minutes.

2

A clear plan

If the setup is sound, we say so. If there is work worth doing, you get the exact price before you decide.

3

We run it

Monitoring, the help desk, security, and quarterly planning, month to month. You leave whenever you want.

Questions we hear

What if our setup is already sound?

Then we tell you. The review is a look, not a pitch.

Are we tied to a contract?

No. Month to month, no onboarding fee.

Who handles our account day to day?

A senior tech, the same one each time. No juniors on your systems.

What clients say

Microsoft Partner5.0 on Clutch36 Google reviews
They bend over backwards to give us what we need, when we need it.
VP of Technology, Penske MediaClient since 2014
They stayed calm and came up with reliable solutions in hard situations.
Head of Digital, Ikano Bank

Start with a look at your setup

Twenty minutes before your next busy season, and you'll know exactly where the firm's setup stands. No contract, and no obligation.