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Managed IT Services for accountancy firms and CPAs

A proactive and strategic outsourced IT service specifically for accountancy firms and CPAs, built from decades of experience supporting businesses like yours.

24/7 support for accountancy-specific applications, whether in the cloud or on-premise
Extended helpdesk hours to support you during known busy periods, such as tax seasons
Protect your data across its entire lifecycle with advanced data security and dedicated data privacy support
Delivered by a financial services-accredited, award-winning and Microsoft-certified partner

We understand the IT needs of accounting firms and CPAs

We have decades of experience in the IT needs of CPAs and wider financial services. Our client base includes hundreds of accounting firms just like yours, across North America, the UK, Channel Islands and Luxembourg.

Over that time, we have built our services around your needs, your annual cycles and the tools you rely on. Calligo has close working relationships with key accountancy software vendors, including CCH, Intuit and Sage, and even performed some of the first ever cloud deployments of CaseWare and CCH TaxPrep.

#1 provider of cloud and IT managed services to CPAs in Ontario, Canada
One of the top 100 providers of outsourced IT services in the US
Founded in Jersey, serving accountancies and wider financial services across the Channel Islands and the wider UK
PSF-accredited in Luxembourg

CASE STUDY

Bateman MacKay

Discover how our IT managed services, strategic cybersecurity support and zero downtime cloud migration helped a CPA quadruple its client base and headcount.

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An outsourced IT service built specifically for accounting firms and CPAs

Application support
Expert 24/7 support of your accounting and CPA-specific tools – on-premise or in the cloud

Productivity & accessibility
Make your data securely accessible, on any device and no matter where your teams are located, including on client sites

Industry specialism
Deep industry knowledge, including your local compliance obligations

Flexible support
Extended helpdesk hours to give you additional support during predictable busy periods, such as tax seasons

Cloud expertise
We are highly experienced cloud migration specialists. We designed and run our own cloud, are Gold Partners for Microsoft Azure, and performed some of the first cloud migrations of CCH TaxPrep and CaseWare

Data privacy guidance
We can provide dedicated Data Privacy expertise to ensure your ongoing adherence to privacy obligations and security requirements, without constraining your productivity, data access or innovation

Data security
Full data lifecycle protection of your data – IT security, data encryption, data loss prevention, backup and disaster recovery

Account management
Specialist account management that fully understands your unique environment and needs, and the inner workings of the accountancy and financial services industries

Part of your industry
We work closely with local financial industry bodies, including CPA Canada and Luxembourg’s CSSF (we are also regulated as a PSF IT supplier for Luxembourg businesses)

Boost your collaboration and productivity with Microsoft Office 365

Accountancy and financial services is arguably the sector that is working hardest to improve its organization-wide and individual productivity. Better resource utilization, collaboration and remote working are all critically important for CPAs and accounting firms.

Microsoft Office 365 is the undisputed industry leader for cloud-based collaboration, and Calligo is a Microsoft Gold Partner with experience of deploying and managing the tool for hundreds of accounting firms. and in providing ongoing support and training.

Find out more here

The security of your data is our top priority

CPAs and accounting firms depend on the availability and security of their data. Our outsourced IT service will protect the confidentiality, integrity and availability of your data throughout its entire data lifecycle, from the point at which it arrives safely into your hands, to the point at which you archive or destroy it.

Network and device security
Two-factor authentication
Firewalls, anti-malware, anti-virus, anti-ransomware and anti-SPAM
Patch management
Employee awareness training
Data encryption and data loss prevention
Penetration tests
Back-up and disaster recovery services

CASE STUDY

MacGillivray LLP

See how a CPA worked with Calligo to reduce the written-off hours during tax prep season to only 3% vs their competitors’ 25%, all through strategic use of the cloud and Microsoft Office 365.

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We can migrate you to the cloud

The cloud offers enormous productivity and cost benefits to any business. We have migrated 100s of CPAs and accounting firms to the cloud, whether as part of 100% Software-as-a-Service reliance, or whether putting the firms’ applications into either Microsoft Azure or into CloudCore, our own multi-jurisdiction, secure and high-performance public cloud platform.

Whatever your reasons for going into the cloud, and whatever benefits you are seeking from the move, we can help you select the correct cloud model for your business, the most appropriate partners, project manage the migration and continue to support and maintain your environment.

Find out more here