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Accountants and financial services

IT support for accountants and financial services firms

Accountancy practices hold some of the most sensitive data any small business can: bank details, payroll, tax records and identity documents. We help North East practices protect it and keep systems running smoothly, especially in the busiest weeks of the year.

The challenges

The IT problems we help accountants and financial services solve

Valuable client data

Practices hold bank details, payroll, tax records and identity documents for many clients, which makes a single breach serious for everyone involved.

Phishing around deadlines

Fake HMRC emails and texts increase around key dates such as the Self Assessment deadline, exactly when staff are busiest.

Cloud software and logins

Cloud accounting, practice management and HMRC services mean many logins per person, and each one needs protecting.

Making Tax Digital

More clients now need digital records and compatible software, so your practice relies on stable systems and connections.

Peak season pressure

When January, year end or payroll runs come round, a broken laptop or slow system costs time you do not have.

Why accountants need strong IT security

Accountants are trusted with the financial lives of their clients. A typical small practice holds bank details, payroll data, tax returns, passports and driving licences for hundreds of individuals and businesses. That makes practices attractive to criminals, both for the data itself and as a stepping stone to clients: an email from a hacked accountant's account is very convincing.

ICAEW, the Institute of Chartered Accountants in England and Wales, publishes cyber security guidance for its members and has highlighted that small firms are frequent targets. Every practice also has obligations under UK GDPR to keep personal data secure and to report certain breaches to the Information Commissioner's Office. We do not give regulatory advice, but we put in place the technical controls that help you meet those obligations.

Phishing and tax deadlines

Scam emails, texts and calls pretending to be from HMRC are a constant problem, and HMRC regularly warns that they rise around busy points in the tax year, including the 31 January Self Assessment deadline. HMRC has said it will never ask for personal or financial details by email or text. The trouble is that these messages arrive when your team is under the most pressure, and the same tactics are used to impersonate clients, banks and software suppliers.

We reduce the risk in layers. Email security filters out most phishing before it reaches anyone. Multi factor authentication on every account means a stolen password is not enough to get in. Short security awareness training sessions, timed before the busy season, help staff spot the messages that get through.

Making Tax Digital and practice software

Making Tax Digital has moved more of your work and your clients' records into software. VAT registered businesses already keep digital records, and Making Tax Digital for Income Tax became mandatory from 6 April 2026 for sole traders and landlords with qualifying income over £50,000. GOV.UK says it extends to those over £30,000 from April 2027 and over £20,000 from April 2028.

That means more clients on cloud accounting packages, more logins and more reliance on your own systems working every day. We look after the computers, network, Microsoft 365 and connections your practice software depends on, and we work with your software suppliers when there is a problem, so you are not stuck in the middle.

How we help North East practices

  • Secure Microsoft 365. Email, Teams, SharePoint and OneDrive set up with sensible permissions, so client folders are only visible to the right people, and secure ways to share documents with clients instead of email attachments.
  • Protected devices. Managed endpoint protection, encryption and updates on every laptop and desktop, with the ability to wipe a lost device.
  • Tested backups. Backups of Microsoft 365, files and any office servers, checked and tested so you can recover from mistakes, failures or ransomware.
  • Password and login control. Help moving the team to a business password manager and setting up multi factor authentication across the many online services a practice uses.
  • Proactive support. Managed IT support with monitoring, so failing disks and missed updates are dealt with before they cause problems, and a helpdesk your team can call.
  • Cyber Essentials. Help preparing for Cyber Essentials, which reassures clients that the basics are covered.

Planning around your busy season

We know January is not the time to replace laptops or move email systems. We plan upgrades, migrations and hardware replacements for quieter months, and make sure systems are checked and up to date before peak periods, so the busiest weeks are as uneventful as possible from an IT point of view.

Why practices choose Cyber Fits

Cyber Fits is a family run IT company based in Sunderland, supporting businesses of around 5 to 100 staff across Tyne and Wear, County Durham and Teesside. We work with accountants and other professional firms, and we understand that client trust is everything. You get a small team who know your systems, plain English advice and one fixed monthly cost. Book a free IT review to find out where your practice stands.

Questions

Frequently asked questions

Can you help protect our staff from fake HMRC emails?

Yes. Email filtering stops most of them, multi factor authentication limits the damage if a password is stolen, and short training sessions help staff recognise the rest. We can also set up a simple way for staff to report suspicious messages.

Do you support cloud accounting and practice management software?

Yes. We look after the devices, network, Microsoft 365 and connections that your software relies on, and we liaise with your software suppliers when something goes wrong.

How should we share documents with clients securely?

Rather than sending tax returns and payroll reports as ordinary email attachments, we can set up secure sharing through Microsoft 365 or encrypted email, or help you make the most of the client portal in your practice software.

Can you avoid making changes during our busy season?

Yes. We plan larger changes, such as migrations and hardware replacements, for quieter months and focus on stability and support during your peak periods.

Do you work with financial advisers and bookkeepers too?

Yes. We support accountants, bookkeepers, payroll bureaux, financial advisers and other financial services firms, typically with around 5 to 100 staff.

Let's talk

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