Client files and collaboration
Organize shared document access, Microsoft 365 permissions, and secure file-sharing workflows. Separate client information from personal accounts and make staff access easier to manage.
Support the workstations, client documents, accounting applications, and communications your practice relies on through busy season and everyday work.
Practical local IT support built around the way accounting firms work.
A slow workstation or inaccessible client file can hold up an entire engagement. Fraser Valley IT helps accounting practices maintain dependable devices, shared files, Microsoft 365, and network access so staff can focus on their clients.
We review how your team uses desktop, server, and cloud accounting applications, how documents move between staff and clients, and which systems become critical during tax season. Changes and maintenance can then be planned around your busiest periods.
Support the workstations, client documents, accounting applications, and communications your practice relies on through busy season and everyday work.
Organize shared document access, Microsoft 365 permissions, and secure file-sharing workflows. Separate client information from personal accounts and make staff access easier to manage.
Support device maintenance, updates, printers, and access to accounting applications. Coordinate application-specific issues with your software vendor when needed.
Review backup coverage, recovery priorities, account protection, and employee onboarding or departures. Document how your practice would recover key files and continue working.
Review the whole workflow before choosing the next upgrade.
Remote staff need access to the right files and applications without unnecessary exposure of client information. We can review remote connectivity, multi-factor authentication, endpoint protection, and role-based access around the way your practice works.
We also support reception phones, scan-to-email workflows, office Wi-Fi, and meeting devices. A clear support contact and an up-to-date equipment record help reduce the time partners and staff spend managing IT themselves.
Start with the systems you already have, then agree the right priorities.
Map users, accounting software, client files, backup coverage, and upcoming filing or reporting deadlines.
Address the most disruptive device, access, and security issues, then schedule the remaining work around busy periods.
Build a support plan for staff, routine maintenance, account changes, and practical recovery checks.
Combine ongoing support with scoped projects for your devices, network, and communications.
A monthly support agreement can be tailored to your environment, with the included services and responsibilities agreed up front. Installation, migration, and other project work can also be scoped separately.
Serving the Fraser Valley and Greater Vancouver.
Work with a local technology partner in Langley, Surrey, Abbotsford, Chilliwack, Maple Ridge, Pitt Meadows, Coquitlam, Port Coquitlam, Burnaby, and New Westminster. We start by understanding your location, current systems, and the work your team needs to do.
Tell us about your team, current technology, and the issues you want to resolve.
Book a consultation