Practice software supported properly
Third-party application support is part of the service, including the practice, tax and payroll packages your work runs through.
IT for accountancy firms.
Practice software that cannot fall over in January, client data that cannot leak, and a season when the whole firm works late. Supported by people who know which weeks matter.
Practice software supported properly
The year is not flat.
An accountancy practice does not have a steady workload. It has deadlines, and around each one the tolerance for an IT problem drops to roughly nothing. A provider who treats the last week of January like any other week has misunderstood the business.
The second thing providers miss is the software. Practice management, tax and payroll packages have their own update cycles, their own licensing and their own habits. Supporting them properly means knowing them, not escalating to the vendor and waiting.
What tends to be at stake.
- Self Assessment and corporation tax deadlines where downtime is unrecoverable
- Practice, tax and payroll software with its own update and licensing cycles
- Client financial data that has to be demonstrably controlled
- Portal and sharing tools that clients will actually use
- Seasonal staff who need access on day one and removed on their last
How we support firms like yours.
Planned around your calendar
Updates, migrations and maintenance scheduled away from your deadlines. We would rather move a project than take a risk in January.
Client data you can account for
Access control, retention and the records that show both, so a client questionnaire is answered with evidence.
Starters and leavers handled
Seasonal capacity means people arrive and leave often. Access that is granted properly and removed completely.
Questions we get asked.
Do you support our practice management software?
Third-party application support is included. Tell us what you run and we will be straight about how well we know it and where we would work with the vendor.
Can you avoid working on our busy periods?
Yes, and we would insist on it. Scheduled work is planned around your deadline calendar, which we agree at the start rather than discover.
Our clients send security questionnaires. Can you help?
Yes. That is largely a question of keeping the underlying evidence current, which is part of the Partnership Review.
How we get started.
Partnership Review
Thirty minutes with a senior engineer, on a video call.
Written summary
One page you keep, whether or not we ever work together.
One accountable partner
A named partner holds the whole picture: systems, suppliers and security.
Partnership Reviews
Face to face, so recurring problems get removed rather than closed.
Who else we work with.
Law firmsLEAP, Clio and Proclaim supported properly, confidentiality you can evidence, and the records SRA, Lexcel and GDPR reviews ask for already in order.Financial servicesContinuity, clean audit trails and a provider who can answer a compliance questionnaire without flinching — because the evidence is already gathered.Healthcare practicesPatient data, clinical systems and the kind of uptime where "we will look at it tomorrow" is not an acceptable answer.No in-house ITTechnology ends up with whoever is most comfortable with it — usually a partner or an office manager who already has a job.
Start with an honest look at where you are.
Thirty minutes with a senior engineer, then a written one-page summary you keep whether or not you ever work with us.
- Twenty to thirty minutesWith a senior engineer, on a video call.
- A written summary you keepOne page, yours whether or not we ever work together.
- No obligationNothing to sign at the end, and no pressure to.