IT support for accountants and financial services
Your clients trust you with their most sensitive financial data — and tax time waits for no server. CMS IT keeps accounting and finance firms running, compliant and protected from the scams that target trust accounts.
Technology priorities for your organisation
Tax-time downtime
When BAS and EOFY deadlines hit, an outage costs billable hours and client trust. Systems have to hold up exactly when the pressure peaks.
Trust-account fraud
Payment-redirection and invoice scams deliberately target firms that move client money. One spoofed email can be catastrophic.
Practice software headaches
Xero, MYOB, HandiSoft, APS — practice tools that must integrate, update cleanly and never lose data.
Confidentiality obligations
Client financial records demand bank-grade protection, access control and a clear story for the Privacy Act.
Practical IT support for accounting & financial services
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Layered email & identity security
Huntress ITDR watches your Microsoft 365 identities for account takeover — the front door of payment fraud — with MFA everywhere.
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Uptime when it matters
Proactive 24/7 monitoring and priority support through BAS season, with verified nightly backups via Veeam + Synology.
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Practice software support
We manage the updates, integrations and servers behind your practice suite so your team just works.
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A certified security posture
We hold SMB1001:2026 Gold ourselves — and bring your firm to the same externally attested standard.
All backed by the fundamentals every CMS IT client gets: a Sydney help desk since 1996, SMB1001:2026 Gold-certified security, no lock-in contracts and fixed monthly pricing.
IT, Microsoft 365 and AI help for your practice
Choose a service to describe your requirements to CMSIT. Remote delivery across Australia and any onsite work are scoped in your proposal.
Keep the practice working
Discuss recurring computer, email and access problems, your practice software and busy reporting periods. A support proposal should define responsibilities, service hours and escalation.
Discuss ongoing business IT support →Move business email and files
Planning an Office 365 or Microsoft 365 migration? Scope mailboxes, archives, shared files, client-data permissions and your reporting deadlines before agreeing a cutover.
Discuss Microsoft 365 support or migration →Assess one AI-assisted workflow
Consider a draft internal report or document-routing task using approved inputs. Review confidentiality, software access, accuracy and human approval before deciding whether a pilot is suitable.
Discuss an AI workflow pilot →For a first conversation, share your team size, software names, main problem and preferred timing. Keep passwords and confidential client or project records out of your enquiry.
Support beyond everyday IT
Explore practical AI integration and virtual remote staffing alongside your IT support. Start with a defined task, clear access controls and responsibilities agreed with your team.
AI Specialists & Integration →Virtual Remote Staffing →Get your free IT audit
Tell us about your firm — we'll show you where client-data risk and downtime are hiding before they cost you.
Talk to an IT partner who understands practice deadlines
Start with a free IT audit — we'll assess your setup through an industry lens and show you exactly where to save and where you're exposed.
Get Your Free IT Audit