Fixed-price automations for Microsoft 365, FYI and Xero Practice Manager. Hosted in Australia. Sensitive data stays onshore.
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.
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 Tranche 2 means for your workflows →
Privacy Act transparency. Privacy policies must describe decisions that software makes, or substantially helps make, using personal information.
Fraud follows the data. Fake bank-change requests and stolen TFNs target the firms that hold them.
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.
Automations that handle client PII, ID, TFNs or financial data run on Australian-hosted solutions only. Rules and Microsoft-native tools first.
You know the cost before we start. Anything outside the standard stack is quoted upfront.
Built and managed by a cyber security MSP that already looks after accounting firms, not a generic automation agency. Every engineer is based in Australia: no offshore developers or helpdesk.
Built for Microsoft 365 Business Premium, FYI Docs and Xero Practice Manager. Xplan, Karbon and MYOB Practice on request.
Prove your AML program actually runs.
New clients trigger ID checks, sanctions and PEP screening, beneficial-owner capture and a risk rating. Evidence lands in your AML register and client file.
Early access: quoted after a practice review
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 the shared mailboxes and missing contacts AutoFile can’t see. A “file this?” prompt before send follows.
Early access, about a 4-week lead time: book a practice review
Find the TFNs you didn’t know you had.
We scan email and OneDrive for tax file numbers and ID documents, report exposure by mailbox, and warn staff before the next one is sent.
Stop payment-redirection fraud.
Emails asking to change bank or refund details are flagged, with a call-back check assigned and logged, so your team verifies before anyone pays.
The whole practice on one page, for partners.
Cash, debtors and WIP, the lodgement program from Xero Practice Manager, and the ATO, TPB and insurer obligations with where the practice stands. Runs in your own Microsoft tenant, so the data stays with you.
Products 02, 03 and 04 together.
Find your exposure, shrink it, and stop the most common fraud, in one engagement.
Inbox Filing Compliance joins when released; the rest can start now, and the bundle price is held for 6 months. Register interest
Of the 5 products here: 3 available now and 2 in validation. Last reviewed 29 October 2026.
Built on Microsoft 365 features and tools we already run. We can install it today at the published price.
Being piloted with a client before general release. Early access, quoted after a practice review.
Being built. Register interest and we will tell you when it is ready; we take no payment until it is released.
Two of the five products, as your team would see them. Everything runs inside your own Microsoft 365.
Every product stands alone. Tick the ones that fit and the bundle discount applies itself.
All prices ex GST for firms of up to 10 staff. Larger firms, and practices on Xplan, Karbon or MYOB Practice, are quoted upfront. Evisent Insights is sold separately, is not part of Managed IT plans and is quoted at a fixed fee. Evisent managed clients receive 10% off setup on the other products, or the bundle price if that is lower (not both). ID verification checks are passed through at cost.
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.
A 30-minute call to map your systems and pick the right product.
Scope and price in writing before any work starts.
Built in your own tenant and tested with your team.
We monitor it, keep it working through vendor changes and review it quarterly.
No. Every product installs into your own Microsoft 365 tenant and works whoever runs your IT. Managed clients get 10% off setup because we already know the environment.
Not the data that needs to stay here. Client personal information, ID, tax file numbers and financial data stay in your Microsoft 365 tenant or our Australian Azure. If a project would genuinely benefit from a more capable model hosted overseas, we use it only for data that is allowed to leave, with your sign-off and within your compliance obligations.
You can. Self-serve AML tools start at about $50 to $300 a month, and you run them yourselves. We build the workflow into the systems you already use (Microsoft 365, Xero Practice Manager and FYI), run the checks, keep the evidence in your AML register and client file, and manage it every month. If a self-serve tool suits you better, we will say so in the practice review.
It carries the workflow: ID checks, screening, beneficial-owner capture, risk rating and the evidence trail. Your AML program, compliance officer and judgement calls are still yours. We make it provable that the program runs.
We support them, but they sit outside the standard stack, so we quote upfront after the practice review rather than using the published price.
Thirty minutes to map your systems and pick the right product. If nothing needs doing, we will tell you that.