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Sectors

Protect your clients. Protect your practice.

Practical cyber security and cloud services for accounting firms handling confidential financial information.

Review your practice security
See how we can help
Sensitive client recordsSecure Microsoft 365 accessKeep files protected
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Client trust depends on secure information.

Accountancy firms handle payroll, tax documents, personal information and confidential business correspondence. A compromised mailbox or fraudulent payment request can affect the practice and its clients.

We help strengthen Microsoft 365 authentication and access controls, improve email security, manage passwords and protect supported email and document data with fully managed backup.

We can also assess whether ageing servers can be replaced with secure cloud collaboration, while considering your accounting applications and busy reporting periods.

Review your practice security
Client confidentiality
Safer emails
Recoverable records
Secure collaboration

How we help accountancy

Services designed for the way your industry operates.

  • Microsoft 365 and email security reviews
  • Reduce phishing, impersonation and invoice fraud risk
  • Protect tax files, correspondence and client documents
  • Secure file sharing and hybrid working
  • Cyber Essentials technical preparation
  • Serverless assessments and cloud migrations
Your technology priorities
✓Microsoft 365 and email security reviewsReviewed
✓Reduce phishing, impersonation and invoice f…Reviewed
✓Protect tax files, correspondence and client…Reviewed
✓Secure file sharing and hybrid workingReviewed

Our approach

Straightforward advice, careful planning and practical implementation.

1

Assess

We understand your current setup, challenges and priorities.

2

Recommend

We explain practical options and agree the appropriate scope.

3

Deliver

We implement the agreed changes with a clear plan.

4

Improve

We review the results and offer ongoing management where useful.

Trailblaze take the time to listen and understand my requirements, then they provide me with different options to achieve my desired outcome.

Chris Guy
Amtek Group

Frequently asked questions

Can you help with just one project?
Yes. We offer individual cloud, security, backup and connectivity projects for accountancy without requiring a full IT management contract.
How do we get started?
Book a discussion and tell us about your current systems and the outcome you want. We can then recommend a suitable next step.

Let's improve technology for your accountancy organisation.

Choose the individual services you need. There's no requirement to replace your existing IT provider.

Review your practice security