Cobalt IT and comms for the IT Support for Accountants sector

Professional Services

IT support for accountancy practices

Secure systems for client financial data, phones that cope with busy season, and support that doesn't drop the ball when deadlines hit. Built for accountants by an Exeter team.

An accountancy practice handles some of its clients' most sensitive information — accounts, payroll, tax affairs. It also has a brutal seasonal rhythm around tax and filing deadlines. We build IT that keeps that data secure and holds up when the pressure peaks.

Secure, and busy-season ready

We set up Microsoft 365 and access controls so client financial data is protected, put Cyber Essentials in place, and make sure your systems and phones don't buckle in the run-up to a deadline.

The brief

What it support for accountants actually needs from IT & comms

Client financial data security

Accounts, payroll and tax data are about as sensitive as it gets. We secure Microsoft 365 access, protect the data and back it up, so a breach or loss doesn't put client trust at risk.

Busy-season pressure

Filing deadlines pile the work on. We make sure your systems, support and phones hold up under the peak instead of choosing the worst possible moment to fall over.

Making Tax Digital and cloud accounting

MTD and cloud accounting mean your practice lives in the cloud. We get your Microsoft 365, connectivity and security set up so the software your practice runs on stays fast and reliable.

Fielding client calls

Clients ring for advice and reassurance, especially near deadlines. A cloud phone system with sensible routing and call recording keeps you reachable and keeps a record of what was agreed.

Proof

Businesses like yours that we already look after

Real South West organisations we support. Read the full story on each case study.

FAQs

Common questions

How do you keep client financial data secure?

We lock down Microsoft 365 access so only the right people reach the right files, protect and back up your data, and put Cyber Essentials in place. Sensitive accounts, payroll and tax data stay protected, and you can evidence it.

Will our systems cope during busy season?

That's what we plan for. We make sure your systems, support and phones hold up under the deadline peak, with proactive monitoring catching issues before they bite rather than failing at the worst time.

Do you support cloud accounting and Making Tax Digital?

Yes — we get your Microsoft 365, connectivity and security set up so the cloud software your practice runs on stays fast and reliable. We support the IT around the accounting platforms, whichever you use.

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Ready when you are.

Tell us what's slowing your business down. We'll tell you exactly how we'd fix it — plainly, with no obligation.