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Precedent IT Services
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IT Support for Wellington Accounting Firms

Accounting firms hold years of client financial records and tax-agent access, and they are a favourite target for payment-redirection and invoice fraud. Precedent keeps your practice systems secure and reliable, so the busy season runs smoothly and client data stays locked down.

We support accounting and bookkeeping practices across the Wellington region and throughout New Zealand.

Systems we work alongside

Xero and Xero Practice Manager, MYOB Practice, APS, FYI, SuiteFiles, Karbon, Ignition, Dext, Fathom, and Microsoft 365 or Google Workspace.

Obligations, in plain English

Your firm holds sensitive client financial information under the Privacy Act 2020, and many practices also have AML/CFT record-keeping obligations. We set up and document the controls that protect those records.

What’s included

  • Account and access control: Multi-factor authentication across Xero, email and document systems, and regular reviews of who can access what
  • Secure client documents: Client portals and secure file exchange set up properly, instead of attachments by email
  • Payment-fraud protection: Email security, impersonation protection and a verification process for changed bank details
  • Busy-season reliability: Devices, remote access and onboarding for seasonal staff and contractors, ready before the rush
  • Proactive care: Monitoring, patching, tested backups and a help desk

This sits on top of our core managed IT service, tailored to your practice.

Business-hours support, Monday to Friday 08:30–17:00, with after-hours cover arranged for managed service clients when you need it.

Where AI can help

  • Source documents: Receipts, statements and invoices read and coded ready for review in Xero, alongside tools such as Dext
  • Client emails: Long email threads summarised and turned into jobs in Xero Practice Manager, Karbon or FYI
  • Drafting: First drafts of engagement letters, client queries and report commentary, in your firm’s style
  • Busy season: A private assistant that answers staff questions from your own procedures and checklists

We set this up with approved tools such as Microsoft 365 Copilot, Gemini, ChatGPT or Claude, keep client financial information out of public AI tools, and make sure an accountant reviews anything that goes to a client or Inland Revenue. More about AI integration.

First step: a payment-fraud and access check

We review your email security and who has access to client systems, and give you a short list of fixes in priority order.

Common questions

We already use cloud software. What’s left to manage?
Plenty: the devices your team uses, email security, who has access to which systems, secure client file exchange, and backups of the data that isn’t in Xero.

Call 04 282 0045 or send us a message to get started.