IT FOR ACCOUNTANTS & FINANCIAL FIRMS.
Accountants, financial advisers and finance teams handle some of the most sensitive data there is – and criminals know it. We keep your systems secure, your data protected and your team productive, with the evidence you need for regulators, auditors and insurers.
- Security controls built in from day one
- Evidence for regulators, auditors and insurers
- Support you can count on at deadline time
HOW WE HELP.
Secure client data
Encryption, access controls and secure file sharing for tax returns, accounts and financial records.
24/7 threat monitoring
Suspicious activity spotted and stopped quickly, with our engineers overseeing every alert.
Phishing protection
Email filtering, multi-factor authentication and staff training that stop the most common attacks.
Support at deadline time
Fast help when you’re up against filing deadlines, year-end and month-end.
Microsoft 365, done properly
Email, Teams and SharePoint configured securely, with the right licences for every role.
Business continuity
Tested backups and a clear recovery plan, so an outage never means missing a deadline.
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REGULATION & COMPLIANCE.
We help you put the IT controls and evidence in place for the rules that apply to your firm. Choose your region:
In the UK
- FCA expectations on systems, controls and operational resilience, if you’re regulated
- UK GDPR and the Data Protection Act 2018
- Cyber Essentials certification
- Your professional body’s requirements on confidentiality and data security
In Canada
- PIPEDA and provincial privacy legislation
- OSFI Guideline B-13 on technology and cyber risk, for federally regulated institutions
- Your professional body’s expectations on client confidentiality
In the USA
- SEC Regulation S-P, for broker-dealers and registered investment advisers
- The FTC Safeguards Rule, which covers many tax preparers and other non-bank financial firms
- IRS guidance for tax professionals on keeping a written information security plan
This is general guidance, not legal or regulatory advice. We’ll work with you and your compliance lead on your specific obligations.
WHAT OUR CLIENTS SAY.
“WeAreLit IT has been a great partner for Sears Accountants. They provide excellent service and understand exactly what we need.”
Sears Accountants
COMMON QUESTIONS.
TALK TO AN ENGINEER.
Book a free 30-minute call with John or Ramez. We’ll look at what you have today and tell you honestly what we’d recommend – no sales pitch.
