Prepare people and equipment
Plan seasonal staff access, computer readiness, and support arrangements before demand rises. Remove temporary access when it is no longer needed.
IT for accounting firms
Keep technology from adding to your busy season.
Your team needs dependable access to its work, a clear route for support, and care around client information. We help accounting firms plan employee setup, support Windows and Mac computers, and improve everyday processes around Microsoft 365 and their accounting applications.
Talk about your firmHow we can help
Plan around the work and the deadlines.
Make client document sharing more deliberate
Review how files are collected, shared, and accessed. Improve permissions and responsibilities around the tools your firm uses.
Respect the applications your team depends on
Check tax and accounting software requirements, vendor support, and device compatibility before recommending changes. Plan larger work around important deadlines where possible.
Set practical rules for AI
Decide which tasks and information are suitable for approved AI tools and who reviews the results. Involve your firm's advisers where client information or professional obligations require it.
Before we begin
Questions you may have
Do we need to replace our accounting software?
No. We assess the existing tools and their requirements. Microsoft 365 can support the surrounding work without replacing specialist software.
Can you support seasonal changes?
Employee setup and access changes can be included in the agreed scope. Additional capacity and timing must be arranged in advance.
A useful first conversation
What would make your team's working day easier?
Tell us about a recurring IT problem, a security concern, or a change you're planning. We'll discuss where Magnit could help and what the next step would involve.