Accounting and Finance

Managed IT Services for Accounting and Finance Firms

Victoria, Nanaimo And Vancouver

Daxtech supports accounting and finance firms that operate under fixed deadlines, professional obligations, and high expectations around data protection.

We work with firms that want:

  • Predictable IT costs and fewer surprises
  • Technology planned around tax season and audit deadlines
  • Secure handling of sensitive financial and client data
  • Proactive management instead of reactive break-and-fix support
  • Clear accountability through regular reviews and a dedicated point of contact

Our managed IT services are designed for firms that see technology as part of their professional infrastructure and want it handled properly.

IT Services Designed Around How Accounting Firms Actually Work

Accounting firms do not operate evenly throughout the year. Tax season, audits, and year-end work place significantly higher demands on systems than the rest of the calendar.

Daxtech designs and manages IT environments with these realities in mind. Our approach includes:

Pre-season reviews of servers, applications, storage, and remote access
Maintenance, patching, and upgrades scheduled outside peak filing periods.
Capacity planning based on busy-season usage rather than averages.
Clear incident procedures for issues that arise during critical deadlines.
This approach reduces disruption when timing matters most and avoids unnecessary risk during filing and audit periods.

Accounting And Finance Systems We Commonly Support

Most accounting and finance firms operate in mixed environments that have evolved over time rather than being designed as a single system.

Daxtech regularly supports environments that include:

  • Canadian tax preparation platforms such as CCH iFirm Taxprep and TaxCycle
  • Working paper and audit tools such as CaseWare Working Papers and CaseWare Cloud
  • Bookkeeping and general ledger systems including QuickBooks Online, QuickBooks Desktop, and Sage.
  • Practice management, time and billing, and CRM tools that support scheduling, workflow, and client communication.
  • A combination of Microsoft 365 services, SharePoint, file servers, and shared network drives

Our role is not limited to “keeping servers running.” Daxtech supports the full environment, including performance, secure access, data protection, and coordination with software vendors when issues cross between applications and infrastructure.

Daxtech takes care of my accounting firm’s IT systems diligently and professionally. Their team has implemented large projects such as our office move and new server. They look after our everyday and emergency IT needs and has helped us keep up with the growth of our firm.

– Jeff Siu, Accounting Firm

Cybersecurity For Accounting Firms That Supports Compliance Without Disruption

Accounting firms are trusted with personal and corporate financial information, tax records, and supporting documentation. Clients, regulators, and insurers expect this data to be protected consistently and responsibly.

Daxtech provides cybersecurity services designed specifically for accounting and finance environments. Our focus is on safeguarding sensitive client data while supporting CPA workflows and seasonal tax deadlines.

Our accounting-focused cybersecurity approach includes:

  • Multi-layered security controls designed around accounting workflows rather than generic IT models.
  • Data encryption, secure backups, access controls, and network segmentation to prevent unauthorized access.
  • Automated patching and vulnerability remediation scheduled around busy periods.
  • Cybersecurity awareness training for staff, including phishing prevention and practical guidance.
  • Alignment with Canadian privacy requirements, including PIPEDA, PIPA, provincial CPA expectations, and CRA audit-readiness standards.

With Daxtech, your firm receives security that meets professional obligations while maintaining smooth day-to-day operations. The objective is not additional friction, but smarter, more deliberate protection.

Proactive IT Management and Ongoing Technology Reviews

In many accounting firms, technology grows organically. Tools are added to solve immediate problems but rarely reviewed as a complete system.

A reactive, break-and-fix IT model addresses issues only after something fails. Daxtech’s managed IT model is designed for firms that want technology to be intentional, predictable, and aligned with long-term goals.

Each accounting firm working with Daxtech is supported by a dedicated Customer Success Manager and participates in regular Technology Business Reviews. These reviews are used to:

  • Identify emerging risks and performance issues before they affect staff.
  • Review how systems and tools are being used across the firm.
  • Improve use of platforms already in place, such as Microsoft 365 and SharePoint
  • Plan changes around tax season, audits, and other fixed deadlines.
  • Align technology decisions with staffing plans, growth, and firm priorities.

This structure allows accounting firms to make technology decisions deliberately rather than under pressure.

We already have internal IT or someone who “handles IT” for us. Do you support co-managed IT?

Yes. Daxtech works with accounting and finance firms that have internal IT resources, office managers, or technically inclined staff who handle parts of their environment.

Co-managed IT is typically a good fit when your internal resource understands your firm but does not have the time, tooling, or depth to manage everything alone. In those cases, Daxtech provides the structure, monitoring, security, and escalation support that fills the gaps.

This often includes:

  • Ongoing monitoring, patching, and security management handled by Daxtech.
  • Access to senior technicians for complex issues, projects, or vendor coordination
  • A dedicated Customer Success Manager and regular Technology Business Reviews to support planning and risk management.
  • Clear division of responsibility so nothing falls through the cracks.

For firms that want full accountability, Daxtech can also take on complete management of the environment. The right approach depends on your internal capacity and how much ownership you want to retain.

The goal of co-managed IT is not to replace your internal resource, but to give them the support and structure they need to be effective without carrying all the risk alone.

Frequently Asked Questions

Yes. Most accounting firms rely on a combination of platforms. Daxtech supports these environments as a whole, including performance, access, data protection, and coordination with software vendors when required.

Preparation includes pre-season system reviews, capacity checks, confirmation of backup and recovery procedures, and scheduling maintenance outside peak filing periods. This work is planned in advance to reduce disruption during tax season.

Break-and-fix support responds when issues occur. Daxtech’s managed IT services focus on proactive monitoring, maintenance, security, and ongoing review to reduce the likelihood and impact of issues over time.

Next Steps

Many accounting and finance firms begin by reviewing their current IT environment to identify risks, gaps, and improvement opportunities.

If you would like to discuss whether Daxtech’s managed IT services are a good fit for your firm, a short introductory conversation is a reasonable place to start.

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