IT & Cybersecurity for Accounting Firms
Your clients trust you with their numbers. We make sure their data is just as safe.
You didn't build your practice to chase software updates, manage servers, or worry whether your client data would survive a cyber attack mid–tax season. Otaris takes IT and cybersecurity completely off your plate — so you can get back to your clients.
We know what's really at stake for an accounting firm
Your clients hand you their most sensitive information — tax file numbers, financial records, bank details, payroll, the lot. They trust you to protect it. So do the ATO and the Tax Practitioners Board, who now treat data security as a professional obligation, not a nice-to-have.
That makes accounting firms a prime target. The ATO deals with around three million cyber attacks every month, and attackers increasingly impersonate firms to harvest client identities for tax fraud. The fallout isn't just technical — a breach can mean locked client accounts, mandatory reporting under the Privacy Act, lost productivity at the worst possible time of year, and clients who quietly take their files elsewhere.
You shouldn't have to be your own IT department to carry that. That's where we come in.
“We take IT completely off your plate — so you can focus on your clients, not your servers.”
The IT challenges we solve for accounting practices
Protecting tax file numbers & client identities
TFNs and financial records carry strict handling obligations, and stolen client identities are used for tax fraud. We lock down where this data lives and who can reach it, so a single phished password can't open your whole client list.
ATO & TPB security expectations
The ATO and TPB expect multi-factor sign-in on systems that touch ATO online services, plus proper access controls and logging. We put those controls in place and show you exactly where your firm stands.
Business email compromise & invoice fraud
Fake emails impersonating your firm — or redirecting a client's payment — are the most common attack on practices. We secure your email and verify the people inside your systems to shut these scams down.
Privacy Act compliance & breach response
With the small-business exemption being wound back and penalties now reaching tens of millions, you need to be ready. We help align your systems with your obligations and prepare a fast, calm response if a notifiable breach ever happens — including the ATO's tax-professional reporting steps.
Downtime at the worst time of year
At BAS time and tax time, an hour of downtime is lost deadlines and frustrated clients. Our 24/7 monitoring catches problems early, and our local team responds fast when it matters most.
A cloud stack that actually stays secure
Modern practices run on a web of cloud apps and integrations — a bigger attack surface than most realise. We support the accounting tools your team relies on and keep them secure, updated and working together.
Getting your practice sorted is simple
Schedule a call
Talk to a real person who understands accounting practices. No sales pitch — just a conversation about what's working and what's keeping you up at night.
We assess your IT and build a roadmap
We audit your systems, check them against ATO/TPB expectations, the Essential Eight and your Privacy Act obligations, find the gaps, and give you a clear plan. No jargon, no hidden costs.
We manage everything, so you can focus on clients
From 24/7 monitoring and cybersecurity to everyday support, we become the IT team your practice has always needed.
Everything your practice needs, under one trusted partner
Cybersecurity & Essential Eight alignment
MFA, patching, admin controls and threat monitoring — the controls that matter most for firms handling client financial data.
ATO/TPB-ready access controls
MFA and logging on the systems that touch client and ATO data, so you can show exactly who accessed what.
Secure Microsoft 365 & email
Locked-down email — the single biggest fraud risk for firms.
Backup & business continuity
Daily backups and a tested plan to keep you running through tax season.
Privacy Act & breach-response readiness
Controls and a documented plan so you're never scrambling.
Accounting software support
We support the platforms your team relies on day to day — including Xero and MYOB — keeping them secure, updated and integrated with the rest of your systems.
A local team accounting firms trust
Otaris has been looking after Australian businesses since 2006 — that's 20+ years in IT. We're Adelaide-based with Australia-wide coverage, and we explain everything in plain language. You'll never be handed off to an overseas call centre.
Client story — AFM Services, Norwood
AFM Services is an Adelaide CPA public practice firm with 30+ years' experience and around 47 staff, handling sensitive financial data for small and medium businesses every day. Otaris partnered with them on a journey to cloud excellence — modernising their systems, strengthening security around client data, and giving their team a reliable platform to work from.
The result is a secure, modern practice where the technology supports the team instead of holding it back — and client data is protected the way their clients expect.
Read the AFM Services case study
Client story — NFPAS, Keswick
When Not-For-Profit Accounting Specialists needed to modernise the way their team worked, we migrated them to a secure remote-desktop environment on AWS — built to ISO 27001 standards, with Microsoft 365 and a tested business continuity and disaster recovery plan behind it. Today their team works securely from anywhere, with client data protected and backed up.
Read the NFPAS case study- 20+ years in IT
- Adelaide-based
- Microsoft partner
- ISO 27001-aligned migrations
- Essential Eight aligned
- Hundreds of Australian businesses supported
Imagine a tax season where IT is the last thing you think about
Picture a Monday where the technology just works. Your team logs in from the office or home — securely. Client files and TFNs are protected, backed up and exactly where they should be. You're confident you'd meet your ATO, TPB and Privacy Act obligations if anyone ever asked. And when a question comes up, a local person who knows your firm picks up the phone.
That's the difference between worrying about IT and having a partner who's already handled it.
“Strengthening your digital confidence.”
Protect your clients' data and your practice.
Book a free cybersecurity assessment and we'll show you exactly where your firm stands against ATO, TPB and Privacy Act expectations — and what to fix first. No jargon, no obligation.
- A plain-English Raven Cybersecurity Score for your firm
- Where you stand against ATO/TPB expectations and the Essential Eight
- A clear plan tailored to how your practice works