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Precedent

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.

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.

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.

Call 04 282 0045