Accounting & Bookkeeping
Your Clients' Financial Data Is Moving Through Email. It Shouldn't Be.
Accounting and bookkeeping firms process SINs, bank details, and CRA data daily—mostly through unencrypted email, with legacy software and no secure client portal.
$4.45M
Average SMB data breach cost
$100K
PIPEDA fine per violation
3 hrs/client
Manual onboarding time saved
67%
Firms use insecure document exchange
Why Accounting & Bookkeeping Is a Target
SINs, bank details, and CRA data are sent unencrypted daily. Each email is a compliance violation and a breach waiting to happen.
Sage 50 is end-of-life, QBO Desktop is being discontinued. Running outdated software means running unpatched vulnerabilities.
Clients email documents back, creating uncontrolled copies on personal devices, personal email accounts, and unknown servers.
What We Actually Do
Solutions sized for accounting & bookkeeping, with compliance built in.
PIPEDA-compliant protection for T4s, SINs, bank details, CRA correspondence.
From $385/month
Eliminate software waste with a full subscription audit.
From $295/month
Keep every client and prospect organized and followed up.
From $395/month
One professional business number for client-facing work.
From $22/user/month
Modern, tracked devices managed end-to-end.
From $95/month
Document your processes before your key person leaves.
From $195/month
Our Guarantees
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