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Financial Services IT Solutions
Hardened infrastructure and compliance support for accounting firms, advisors, bookkeepers, and financial operators.
How we approach financial services
Accounting and financial services firms hold tax records, TFNs, and client PII that attackers actively hunt. We combine managed IT, identity security, and tested backups so practices can meet client, insurer, and regulator expectations without building a full internal security team.
Industry challenges
- Protecting tax files, TFNs, and client financial records across cloud and desktop apps
- Meeting client due-diligence questionnaires and cyber insurance requirements
- Secure remote access for distributed advisors and seasonal staff
- Vendor and third-party risk when using bookkeeping, payroll, and CRM SaaS
- Recovering quickly from ransomware without paying a ransom
How we help
- Multi-factor authentication and privileged access management for partners and admins
- Microsoft 365 / Xero / practice-suite hardening and licensing hygiene
- Immutable backups with quarterly restore testing for critical practice data
- Policy packs and evidence collection for cyber insurance and client audits
- Secure collaboration for client reporting and year-end workflows
- Continuous monitoring and documented incident response playbooks
Compliance frameworks we support
Australian Privacy Act 1988 (APPs)NZ Privacy Act 2020TPB / professional body expectationsACSC Essential EightPCI DSS (where card data is in scope)APRA CPS 234–aligned practices (for applicable entities)
Serving financial services organisations across Australia and New Zealand
Whether you are evaluating your first MSP or replacing an underperforming provider, we will assess your environment and provide an honest recommendation tailored to ANZ compliance and operating realities.
Book Industry ConsultationIT built for financial services
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