Technology That Works When Your Clients Need You Most
Accounting firms face unique pressures during tax season and year-end. We provide reliable IT that keeps your team productive, protects sensitive financial data, and maintains compliance with professional standards.
Schedule ConsultationChallenges Facing Accounting Firms
Tax Season Downtime is Unacceptable
When deadlines are measured in hours, not days, system failures or slow IT response can cost client relationships and create cascading workflow problems across your entire firm.
Financial Data is Under Constant Attack
Client tax returns, financial statements, and bank records make accounting firms prime ransomware targets. A breach exposes clients to fraud and destroys the trust your practice is built on.
Regulatory Requirements Never Stop
CPA Canada guidelines and CRA requirements demand specific data security measures. Your IT infrastructure must support compliance, not complicate it.
Why Accounting Firms Choose Autimo
99.9% Uptime Guaranteed
Your clients have deadlines. We keep your systems running during tax season and year-end crunch periods with proactive monitoring and rapid issue resolution.
15-Minute Response SLA
During critical periods, we respond within 15 minutes to minimize disruption. Your team stays focused on client work, not IT troubleshooting.
CPA-Ready Security
Our security controls and documentation align with CPA Canada technology guidelines, helping you demonstrate professional due diligence.
Meeting Professional Standards for Accounting Firms
Accounting firms handle highly sensitive financial information subject to professional standards and regulatory requirements. We provide the security infrastructure, documentation, and controls that support your compliance obligations while keeping your team productive.
- CPA Canada technology and information management guidelines
- CRA digital record-keeping requirements
- PCMLTFA (Anti-Money Laundering) compliance support
- Client financial data encryption and protection
- Secure document retention and destruction policies
- Audit trail and access logging
Why Autimo for Accounting
Tax Season Reliability
We understand that April 30th isn't a suggestion. Our 99.9% uptime and tax season preparedness protocols ensure your systems work when your clients need you most.
Financial Data Protection
Client tax returns and financial statements require maximum security. Our encryption, access controls, and monitoring are designed specifically for accounting firm data protection requirements.
Professional Standards
We align our controls with CPA Canada guidelines and CRA requirements, providing the documentation and security posture your professional obligations demand.
Services for Accounting Firms
Compliance & Risk Management
We've seen cyber insurance drop from $80k to $4k with proper compliance
Backup & Disaster Recovery
Your data, recoverable within hours - not days
Email Hosting & Management
Enterprise email with advanced security and compliance
Cybersecurity Services
Enterprise-grade protection that makes your firm unransomable
Identity & Access Management
Control who accesses what - down to the document level
Managed IT Support & Help Desk
24/7 expert support that keeps your firm productive and billable hours protected
Success Stories
Case studies coming soon for Accounting firms.
Frequently Asked Questions
How do you prepare our systems for tax season?
We perform pre-tax-season system health checks, verify backup integrity, optimize performance, and ensure all tax preparation software is updated and tested. Our team increases monitoring during peak periods to catch potential issues before they impact your workflow.
What security do you provide for client financial documents?
We implement end-to-end encryption for client data at rest and in transit, role-based access controls, secure file sharing portals, and comprehensive audit trails that align with CPA Canada's information management guidelines.
Do you support accounting software like QuickBooks, Sage, and Xero?
Yes, we have extensive experience with all major accounting platforms including QuickBooks Desktop and Online, Sage 50, Xero, FreshBooks, and tax preparation software like ProFile, TaxCycle, and CCH ProSystem fx.
How do you help with CPA Canada compliance requirements?
We maintain security controls and documentation aligned with CPA Canada technology guidelines, including encrypted communications, access logging, secure backup procedures, and data protection measures that support your professional responsibility obligations.
What is your response time during tax season emergencies?
We guarantee 15-minute response for critical issues year-round, but during tax season (February-April and year-end periods), we increase staffing and monitoring to ensure even faster resolution when every minute counts.
Related Resources
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Why Your Small Business Password Policy is Failing (And How to Fix It)
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Get the IT Readiness Checklist for Tax Season
15-point checklist to ensure your systems are prepared for your busiest period, covering backups, performance, security, and software updates.
Download Free ChecklistReady to Protect Your Firm?
Schedule a free consultation to discuss how we can secure your practice and keep you compliant.
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