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.
- Coordinated team with senior oversight
- Fast response from a senior tech
- 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.
A team that knows your environment
Your support team documents your setup, keeps clear ownership, and brings in senior expertise for complex issues. No onboarding fee and no handoffs to an anonymous queue.
Fast help from someone who knows your setup
When you reach out, a technician who already knows your setup picks it up, with a clear escalation path when deeper expertise is needed. We also sit with you each quarter to look ahead.
What changes once we set it up
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
- A clear scope and price before project work begins
How we start
Three steps, and no pressure
A setup review
We look at how things run today and where your data sits. About 20 minutes.
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.
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 coordinated local team that documents your environment, keeps clear ownership, and has senior oversight when needed.
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.