IT for Surrey accounting and bookkeeping firms
Tax season is the worst time for a computer to fail. We keep your tax and accounting software running, protect client financial data, and automate the endless chasing of documents.
- ~15 min replies
- No contracts
- Engineering-led team
Free IT assessment
A real person replies, usually within 15 minutes during business hours.
What we see in accounting & bookkeeping businesses
Surrey has many independent accountants, bookkeepers and tax preparers serving families and small businesses across the city. We help small firms look and operate like large ones, without large-firm IT costs.
Client documents by email
Sensitive slips and statements arrive as plain email attachments.
Tax season crunch
One slow server or broken licence costs billable hours when you have none to spare.
Targeted phishing
Accounting firms are prime targets for credential theft and CRA-themed scams.
Chasing missing documents
Staff spend hours following up on T4s and receipts.
Your IT, set up for how you work
- Secure client upload links and portals
- Tax and accounting software support and updates
- MFA, email filtering and encrypted laptops
- Backups with tested restores
- Remote access for staff during busy season
- Microapps for document collection, file status and deadlines
Tools you already use
We support the computers, networks, accounts and integrations these depend on, and work directly with your vendors when the problem is on their side.
- CCH iFirm and TaxPrep, TaxCycle and Cantax
- CaseWare
- QuickBooks Online, Xero and Sage
- Microsoft 365 and secure file sharing
Talk to a client in your industry
Ask us for references and we will connect you with a current client in a similar business, so you can hear it from them.
Microapps for accounting & bookkeeping
Small custom tools that remove paper and double entry. Included with our managed IT services, built around your process.
Client document collection
Before: Chasing T4s, receipts and bank statements by email every spring.
After: Each client gets a checklist link. Uploads land in their folder and the checklist updates itself.
Engagement and file status tracker
Before: Status lives in someone's head or a messy spreadsheet.
After: A shared board shows every file, who has it and what is missing.
Deadline reminders
Before: Manual calendar reminders for remittances and filings.
After: Automatic reminders to clients and staff before each due date.
Services accounting & bookkeeping clients use most
All handled by one team, for one flat monthly price per person.
Cybersecurity
24/7 protection for small business. Most small businesses are breached through a fake invoice email or a reused password.
Learn moreMicroapps & Automation
Included with our managed services. If your team does the same task on paper, in a spreadsheet or by re-typing it into another system, we can probably automate it.
Learn moreBackup & Disaster Recovery
Never lose a file. Your email, files and servers are backed up every night to a separate, secure location, with an optional on-site copy for fast restores.
Learn moreMicrosoft 365 & Google Workspace
Email, files and Teams done right. The tools your team uses all day should just work.
Learn moreAccounting & Bookkeeping IT FAQ
Can clients upload documents securely?
Yes. We set up secure upload links or portals so documents never travel as plain email attachments.
Do you support tax software?
We install, update and support the computers, licences and access your tax software needs, and contact the vendor when needed.
Can you help before tax season?
Yes. We do a pre-season check of hardware, backups, licences and remote access.
IT for accounting & bookkeeping in Surrey, from people who get it
Book a free, no-pressure IT assessment. We look at your security, backups, email and phones, then tell you plainly what we would fix. Before you decide, we give you the names and phone numbers of current clients to call.
- Call 778-826-0464
- Live chat or call from your browser
- Email info@itsurrey.ca
- A real person in BC, usually within 15 minutes
Get a free IT assessment
Tell us a little about your business. A real person replies, usually within 15 minutes during business hours.