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IT for accounting firms that keeps client data safe.
AMDigitec gives accounting and CPA firms enterprise-grade IT, cybersecurity and technology leadership, focused on what matters in practice: protecting client financial information, sharing files with clients securely, keeping your tools running through busy season and being able to recover if something goes wrong.
Proudly Canadian. Serving accounting firms across Canada and the United States.
What matters most in an accounting firm
Protecting clients’ financial information
- Client data protectedFinancial records open only to the right people
- Secure file sharingA branded client portal instead of email attachments
- Busy season coveredCentralized desktops ready for your busiest weeks
- Recovery readyFiles and systems recoverable if something goes wrong
Enterprise-grade. Vendor-neutral.
Where accounting firms are most exposed
Accounting firms hold detailed financial information on every client they serve.
“Tax season is the worst possible time for our systems to fail.”
“We send sensitive client documents by email and hope for the best.”
“A spoofed email asked us to change a client’s payment details.”
Clients trust you with their most sensitive information. Technology has to protect it, and keep the firm working through its busiest weeks.
Secure client file sharing, under your firm’s name
Email was never designed for tax returns and financial statements. A secure client portal protects your clients and your firm.
Your own branded portal
A secure file-sharing portal that carries your firm’s name and look, not a third party’s.
The right access for every client
Each client sees only their own files, and your staff see only what they need.
Welcome email for new clients
New clients receive a welcome email with everything they need to start sharing files securely.
Notifications on every upload
Your team is notified when a client uploads, and clients are notified when new files are ready for them.
Large files, without email limits
Year-end packages, scanned records and large statements shared easily, without attachment limits.
A complete audit trail
A full record of who uploaded, viewed and downloaded each file, and when.
Already in use at a CPA firm we serve. We set it up, secure it and keep it running, so your team and your clients simply use it.
Busy season, without a room full of hardware
During tax season, staff juggle multiple screens and applications to file returns on time. Centralized desktops keep them productive without a growing inventory of computers.
Individual workstations
A computer to maintain per person
Every desk needs its own powerful computer, software, updates and fixes, and each one is a separate point of failure.
Extra hardware for peak season
More devices, more cost
Adding computers for busy season means more to buy, set up, secure and manage, year after year.
Centralized desktops
One workspace, managed in one place
With Microsoft Remote Desktop Services, staff connect to a shared, centrally managed workspace, several at once, with the multi-monitor setup they rely on, in the office or securely from home.
Lower total cost of ownership: fewer high-specification computers to buy and maintain, one place to manage software, updates and security, and capacity that scales for busy season. Staff and partners can also work securely from home over an encrypted VPN, instead of late nights at the office, without compromising security.
How we help accounting firms
IT built around client confidentiality, busy-season reliability and fraud prevention.
Client data protection
Access to client records limited to the right people, with sign-in protection and clear permissions.
Email and payment fraud defence
Protection against impersonation, spoofed requests and changed payment details. See Email Security.
Managed IT services for accounting firms
Day-to-day ownership of your technology and your technology vendors. See Managed IT Services.
Cybersecurity for accounting firms
Risk-first protection matched to the threats accounting firms actually face. See Cybersecurity.
Busy-season readiness
Systems, access and backups checked before your busiest periods, so problems are found before they matter.
Backup and recovery
Client files and systems backed up and checked, so the firm can recover and keep working.
Secure document signing
Engagement letters and client documents signed electronically, verified and stored securely.
Awareness for partners and staff
Practical training that helps your people recognize fraud by email, phone or text before they act on it.
Where accounting firms usually start
Three ways to begin, depending on what your firm needs.
Ongoing leadership
Virtual CIO (vCIO)
Senior technology leadership for your firm’s roadmap, budget, vendors and risk, a few hours every month.
Day-to-day ownership
Managed IT Services
An accountable partner for your systems and your technology vendors.
Recommended first step
IT & Security Assessment
A verified picture of your firm’s risks, ranked by business impact, with a written plan the partners can act on.
Financial discipline, applied to your technology
AMDigitec is built on more than 30 years of global IT leadership, including budgeting and financial control of large technology programs, business continuity and disaster recovery, and secure data migration with compliant record retention.
That experience means your firm’s technology is run with the same care you bring to your clients’ numbers.
- Business continuity and disaster recovery
- Secure data migration and retention
- Financial control of technology programs
- Governance and audit readiness
Common questions
What accounting firms usually ask us.
Can you help us prepare for tax season?
Yes. We review your systems, access and backups ahead of your busiest periods, so issues are found and fixed before they can disrupt your work.
Can clients send us large files securely?
Yes. Your secure client portal handles large files that email cannot, with access controls, notifications and a full record of every upload and download.
Can partners and staff work from home during busy season?
Yes. They connect to the same centralized desktops over an encrypted VPN, so they can work from home as they would in the office, without compromising security.
Will you work with our tax and accounting software?
We work alongside your software providers, making sure the systems around your practice software are secure, backed up and well run.
Can you guarantee compliance with privacy or professional standards?
No provider can honestly guarantee that. We help you put practical protections in place and document them, so your firm can meet its obligations with confidence.
Do you work with CPA firms outside Ontario?
Yes. We work with CPA and accounting firms across Canada and the United States.
How is IT for accounting firms priced?
Every engagement is priced to its scope and quoted before any work begins. You never pay for services you don’t use.
Protect your clients’ financial information.
Tell us about your firm and what concerns you most.
Want a full picture first? Request an IT & Security Assessment