Is Your Accounting Firm One Email Away From a Data Breach?
Most accounting firms are emailing sensitive client documents with no portal, no encryption, and no audit trail — that's a PIPEDA liability waiting to happen. Our free QBO Health Check flags your top gaps in 10 minutes.
Takes 2 minutes · Flags your top security & efficiency gaps. Instant results, no call required.
$200K+
average PIPEDA breach cost avoided
60%
less email back-and-forth with client portal
2 hrs/day
staff time recovered per person
The Problem
Sound familiar?
Emailing sensitive documents
Tax files and financial records sent via standard email — no encryption, no audit trail, PIPEDA non-compliant.
No secure client portal
Every document exchange requires an email chain — unprofessional, unsecure, and time-consuming.
Legacy desktop software
Still running QuickBooks Desktop or Sage locally — no remote access, no automatic backups, no collaboration.
Multi-software chaos
3–4 disconnected tools for client files, communications, billing, and tax — nothing integrates.
No automated onboarding
New client setup takes hours of manual document collection and follow-up emails.
No ransomware protection
Financial records are a prime target — one breach undoes years of client trust.
Our Solution
Accounting Firm OS — White-label practice management (Karbon or TaxDome) + cloud accounting (Xero or QBO) + secure client portal + compliance. One managed platform, zero tech headaches.
What we deliver
Secure Client Portal (TaxDome / Karbon)
Encrypted file sharing, e-signature, and messaging — replace email entirely for client communications.
Cloud Accounting Migration
QuickBooks Desktop or Sage → QBO or Xero cloud migration with zero data loss.
Ransomware-Resilient Backup
Immutable offsite backup of all financial records with tested recovery procedures.
PIPEDA Compliance Assessment
Identify your data handling gaps and receive a remediation roadmap.
Payroll & Tax Integration
Connect payroll, tax filing, and CRA submissions to your practice management platform.
Phishing & Email Security
Microsoft 365 Defender or Google Workspace security layered onto your existing email.
Claim Your Free QBO Health Check
Flags your top security & efficiency gaps. Instant results, no call required.
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