Tax season is crunch time. When every hour counts and client financial data is at stake, you can't afford IT downtime, security gaps, or slow support. We keep your firm running.
From January to April, downtime isn't an option. If your tax software, document management, or email goes down during crunch, you lose deadlines and clients.
Client tax returns, financial statements, and bank details are gold for cybercriminals. Accounting firms are among the most targeted businesses in Canada.
The CRA has specific expectations for data security, record retention, and confidentiality. Non-compliance can mean penalties and lost credibility.
Client documents come in by email, portal, paper, and flash drives. Without a secure, organized document management system, things get lost — or worse, exposed.
Endpoint protection, email encryption, MFA enforcement, and encrypted backup designed to protect sensitive financial information.
Before January, we audit your systems, update all software, test your backup, and ensure your tax software and document portal are ready for heavy load.
We set up and manage Microsoft 365 / SharePoint with secure client portals, proper permissions, and CRA-aligned retention policies.
If something goes down during tax season, our Standard and Premium tiers include emergency callback and priority response to get you back up fast.
We help align your IT systems with CRA expectations for electronic record keeping, data security, and confidentiality — including encrypted storage, access controls, and documented backup procedures.
We'd start by migrating your on-premise file server to SharePoint with secure client folders and proper retention policies. We'd deploy MFA across all accounts, encrypted email for sending client documents, and tested backup with documented recovery procedures. Before tax season, we'd run a full system audit and stress-test your tax software setup. Your team would get unlimited helpdesk tickets during business hours. Monthly cost: ~$2,268/month at the Standard tier ($189 × 12 users).