Technology and cyber security support for accountancy firms
Accountancy practices hold financial and personal data for every client, and the workload peaks around the same deadlines each year. We help practices secure that data, cut the administration around onboarding and document collection, and present a website that brings in the clients they want.
Why accountants are a target
Accountants hold bank details, tax records and identity documents, and regularly exchange files and payment instructions by email. That makes practices an attractive target for phishing and invoice fraud, particularly around busy filing periods when staff are working quickly.
Clients and professional indemnity insurers increasingly ask how you protect their information. Cyber Essentials gives you a recognised answer.
Making Tax Digital for Income Tax began in April 2026 for sole traders and landlords with qualifying income over £50,000, and extends to lower thresholds from April 2027. More clients on digital records means more data moving between systems, and more value in connecting them properly.
Practical support for accountancy practices
| Need | What we do |
|---|---|
| Cyber Essentials | Preparation against the v3.3 requirements, including MFA on every cloud service your practice uses. See Cyber Essentials support. |
| Secure file exchange | A client portal or properly configured Microsoft 365 or Google Workspace sharing, so documents stop travelling as email attachments. |
| Client onboarding and chasing | Automations that send engagement letters, request documents and chase missing records, connected to the practice software you already use. See business automation. |
| Safe use of AI | Approved AI tools and a clear policy, so staff can summarise and draft without pasting client financial data into personal accounts. Read about shadow AI. |
| A website that wins the right clients | Clear service routes for sole traders, limited companies and specialist sectors, with enquiry forms that ask the questions you need answered. |
Robishto services mapped to common accountancy firm needs
Cyber Essentials
- What we do
- Preparation against the v3.3 requirements, including MFA on every cloud service your practice uses. See Cyber Essentials support.
Secure file exchange
- What we do
- A client portal or properly configured Microsoft 365 or Google Workspace sharing, so documents stop travelling as email attachments.
Client onboarding and chasing
- What we do
- Automations that send engagement letters, request documents and chase missing records, connected to the practice software you already use. See business automation.
Safe use of AI
- What we do
- Approved AI tools and a clear policy, so staff can summarise and draft without pasting client financial data into personal accounts. Read about shadow AI.
A website that wins the right clients
- What we do
- Clear service routes for sole traders, limited companies and specialist sectors, with enquiry forms that ask the questions you need answered.
Websites built for accountancy practices
We designed and built the Crunchtime Accountants website, which separates services by type of business and gives each visitor a clear route to a consultation.
Questions from accountancy firms
Do accountancy firms need Cyber Essentials?
It is not a legal requirement, but clients, insurers and public sector work increasingly ask for it. It is also a practical checklist for the controls that stop the most common attacks on small practices.
Can you connect our practice software to other tools?
Usually, if the software has an API. We connect practice management, accounting and document tools so client details are entered once, and use services such as n8n, Make or Zapier where they fit.
Is it safe to use ChatGPT or Copilot with client data?
Only through business accounts with the right settings, and only under a policy staff understand. Free personal accounts are not the place for client financial information. Our comparison of Copilot, ChatGPT and Claude covers the options.
Can you work around our busy season?
Yes. We schedule changes that affect staff away from your peak filing periods and agree the timing with you before work starts.
Spend deadline season on clients, not admin.
Start with a free consultation. We will look at where time and risk collect in your practice and agree a practical first step.