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IT support & cyber security for accounting firmsYour clients trust you with everything.

Managed IT, cyber security and fixed-price practice automation for Australian accounting firms. Hosted in Australia. Sensitive data stays onshore.

  • TFNs, ID and bank details found and protected
  • AML/CTF Tranche 2 workflows that leave evidence
  • One team for the IT, the security and the automation
See the five products → Book a 30-minute practice review
Illustrative · how the products handle a typical morning
Where the risk gets in

Your practice runs on client trust. Your inbox is where it is most exposed.

Tax file numbers, ID documents and bank details pass through email every day. New obligations now expect you to prove how that information is handled, not just say it is.

01

TFNs sitting in mailboxes for years

Returns, ID and statements arrive by email and stay there, in every staff member’s inbox and OneDrive. Nobody knows how many there are until someone looks.

Client Data Exposure Sweep Available now
02

Fake bank-change and refund requests

A compromised client mailbox, or a lookalike domain, asks you to send a refund somewhere new. It reads exactly like the real client.

Instruction & Bank-Change Guard Available now
03

An AML program that nobody can prove runs

Tranche 2 expects customer due diligence on designated services. A policy on file is not evidence that the checks happened.

AML Onboarding & Evidence Pack In validation
04

Client data pasted into consumer AI

Staff reach for free chatbots to draft emails and summarise documents, client figures included. That is a confidentiality problem, and a security one.

Managed security + AI usage policy
What’s changed

The obligations your practice already carries.

Not new frameworks. The rules that already apply to a registered tax practitioner, and the ones arriving this year.

In force

TFN Rule and TPB Code

The Privacy (Tax File Number) Rule requires reasonable safeguards for TFN information. The TPB Code of Professional Conduct requires client information to be kept confidential.

OAIC · Tax Practitioners Board
Any time

Notifiable data breaches

A breach likely to cause serious harm must be reported to the OAIC and to the clients affected. TFNs and ID documents are exactly that kind of data.

OAIC
1 July 2026

AML/CTF Tranche 2 is live

Accountants providing designated services, such as company, trust or SMSF setup and handling client money, must enrol, run an AML program and do customer due diligence. What it means for your workflows →

AUSTRAC
10 Dec 2026

Privacy Act transparency

Privacy policies must describe decisions that software makes, or substantially helps make, using personal information.

OAIC
One team, three layers

Automation only works on a foundation that is already secure.

Most automation agencies bolt workflows onto whatever IT they find. We run the IT and the security first, so every product we install sits on a tenant we already know is locked down.

  • Managed IT. Helpdesk, Microsoft 365, devices, backup and quarterly reviews. $185 per user per month, published.
  • Cyber security. Essential Eight baseline, Microsoft Defender, Intune and Purview set up properly, monitored around the clock, and read back every morning in Evisent Live. Insurer & licensee submissions answer your cyber insurance renewal from that evidence.
  • Practice Automation. Five products built for accounting firms, each with a published price, installed in your own tenant.
See Managed IT → See cyber security
Practice Automation for accounting firms

Five products. Published prices.

Built for Microsoft 365 Business Premium, FYI Docs and Xero Practice Manager. Xplan, Karbon and MYOB Practice on request. Each one installs into your own Microsoft 365 tenant, and each one stands alone.

01

AML Onboarding & Evidence Pack

ComplianceIn validation

Prove your AML program actually runs. ID checks, sanctions and PEP screening, beneficial owners and a risk rating, with evidence in your AML register and client file. Early access, quoted after review.

setup from$4,950 02

Inbox Filing Compliance

SecurityIn validation

Get client data out of mailboxes. Works with FYI’s Email AutoFile: a 7-year safety net, a weekly report of client email that never reached FYI, and fixes for what AutoFile can’t see. A “file this?” prompt follows.

setup from$3,450 03

Client Data Exposure Sweep

SecurityAvailable now

Find the TFNs you didn’t know you had. Email and OneDrive scanned for TFNs and ID, exposure reported by mailbox.

setup from$1,950 04

Instruction & Bank-Change Guard

SecurityAvailable now

Stop payment-redirection fraud. Bank and refund change requests flagged, with a call-back to a number on file assigned and logged.

setup from$1,950 05

Evisent Insights

InsightAvailable now

The whole practice on one page, for partners. Cash, debtors and WIP next to the lodgement program and your obligations. Sold separately.

from$4,950
Practice Essentials bundle · products 02 + 03 + 04 for $6,250 setup. Find your exposure, shrink it, and stop the most common fraud. The sweep and guard can start now; Inbox Filing Compliance joins when it is released.See pricing & build a quote →

Prices ex GST for practices of up to 10 staff. Evisent managed clients receive 10% off setup.

Custom builds · Any industry

Not on the list? We’ll build it.

The products cover the jobs most practices share. Your business has its own. Tell us the job that eats your team’s week and we’ll scope a custom automation inside your Microsoft 365, quoted at a fixed price before we start.

Send us your brief → How custom builds work
  • Any industry. If the work runs through email, files, spreadsheets or forms, it can usually be automated.
  • Review first, fixed quote second. Thirty minutes with an engineer, then a written scope and price. No payment until you approve it.
  • Built and managed by us. In your own tenant, secured by the team that already looks after your IT.
Evisent Insights · Sold separately

What partners see in tax season.

Cash, debtors and WIP next to the lodgement program from Xero Practice Manager, with the ATO, TPB and insurer obligations and where the practice stands on each. Drawn from the systems you already use, and it runs in your own Microsoft tenant, so the data stays with you.

Sold separately: not part of Managed IT plans, and you don't need to be a managed client. Builds start from $4,950 ex GST, depending on the modules, the data sources we connect and the customisation involved. Every build is quoted at a fixed fee first.

See Evisent Insights → Ask about Insights
Demo companyEvisent Insights for a demo accounting practice: the lodgement program, chargeable hours lost to IT, IT cost per staff member and the security score, with the five things worth the partners’ attention.
A demo accounting practice. Every name and number is made up.
Real client work

What this looks like when it is running.

Managed IT · accounting practice · 12 months117 tickets. All resolved.

A 12-user accounting practice with an advice arm under an external AFSL: 23 endpoints secured, 1,176 vulnerabilities tracked, 125 patch cycles and four quarterly reviews. What $1,850 a month actually buys.

Read the case study → Incident response · email compromiseContained by 6 AM.

A compromised Microsoft 365 account sent 607 phishing emails in 48 minutes, starting at 4:20 AM. Traced, contained and shut down the same morning.

Read the case study → What an audit finds$4,070 saved

A 35-staff business asked for a cost review. It also got seven high-severity security findings it did not know it had.

Read the case study →
Hayden Burt and Chris at Professional Bookkeeping Service working through a laptop together
Professional Bookkeeping Service (PBS) is a bookkeeping, payroll and BAS practice, registered BAS agents and an Evisent client. Hayden Burt (left) with Chris at PBS.

★★★★★ 5.0 across 50 Google reviews from Australian businesses we look after.

Straight answers

Questions practices ask first.

How much does managed IT cost for an accounting firm?

$185 per user per month, ex GST, published on our Managed IT page; Microsoft 365 licences are billed separately. That covers the helpdesk, Microsoft 365, devices, backup, an Essential Eight security baseline and quarterly reviews.

Do you work with FYI and Xero Practice Manager?

Yes. Our standard stack is Microsoft 365 Business Premium, FYI Docs and Xero Practice Manager. We also support Karbon and MYOB Practice; those are quoted after a practice review.

How do you protect tax file numbers in email?

Two ways. Our cyber security baseline adds sensitivity labels and data loss prevention rules that catch TFNs, ID documents and bank details before they leave. The Client Data Exposure Sweep then finds the TFNs and ID already sitting in mailboxes and OneDrive, reports exposure by mailbox and warns staff.

Can we keep our current IT provider?

Yes. Every Practice Automation product installs into your own Microsoft 365 tenant and works whoever runs your IT. Evisent managed clients get 10% off setup.

Where is our client data stored?

Data that needs to stay in Australia stays here, in your Microsoft 365 tenant or our Australian Azure. Where a project genuinely benefits from a more capable overseas model, we use it only for data that is allowed to leave, with your sign-off.

↳ Next step

Thirty minutes on your practice.
A straight answer on what it needs.

A 30-minute call to map your systems and pick what fits: managed IT, a single product, or nothing at all. If nothing needs doing, we will tell you.

Book a 30-minute practice review → Ask a question 1300 384 736