Financial services
Managed IT services for accountants and finance companies
An effective IT environment is essential for small-to-medium accountancy and financial services companies. As well as supporting productivity and compliance, IT systems must be able to maintain the highest levels of confidentiality and cybersecurity – especially where clients’ financial data is concerned.
Here’s how we could help your financial business with IT services and support:
Cloud services
Harnessing cloud services within your accountancy or finance firm can enhance scalability, flexibility and data accessibility. We can help you to identify the best cloud services for your needs, then get your new cloud environment up and running.
Customer relationship management (CRM)
A best-practice CRM system helps you to manage client relationships, gather customer feedback, automate routine communications, run multi-channel marketing campaigns and much more.
Data security and anti-hacking measures
Robust cybersecurity measures are crucial to protect sensitive financial data, maintain confidentiality and prevent cyber-attacks. We can also train your people about how to recognise threats and prevent security breaches.
Payment processing solutions
Secure and efficient payment processing solutions are necessary for handling transactions, both online and in-person. This includes integration with payment gateways and support for various payment methods.
Backup and disaster recovery
Developing a robust backup and disaster recovery plan ensures your data and IT infrastructure can be quickly restored if the worst happens.
Document management system
A document management system helps your people to organise and secure important financial documents, assisting with record-keeping compliance.
Collaboration and communication tools
We can help you to choose the best tools for internal team coordination, task management and client communication. Your solution can include voice, email, messaging platforms and video conferencing tools.
Regulatory reporting software
Implementing software that automates regulatory reporting ensures accurate and timely submission of financial reports.
Book a meeting to see how the benefits stack up ?
If you’re Googling around for ‘financial services IT solutions’ or ‘Managed IT services for accountants’, you should set up a meeting with us. We have experience with IT for accountants and comprehensive IT support for financial services.