IT Managed Services for accountancy firms and CPAs

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

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Founded in Jersey, serving accountancies and wider financial services across the Channel Islands and the wider UK

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PSF-accredited in Luxembourg

Some of the accountancy-specific software platforms we support

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).

Flexible support

Extended customer service desk hours to give you additional support with even your specialist tools during predictable busy periods, such as tax seasons.

Industry specialism

Deep and longstanding experience in the accountancy and financial services industry, including understanding of local compliance obligations.

Data privacy guidance

Dedicated data privacy expertise to ensure your ongoing adherence to privacy obligations and security requirements, without constraining your productivity, data access or innovation.

Account management

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

Cloud Expertise

We are highly experienced cloud migration specialists and even performed some of the first cloud migrations of CCH TaxPrep and CaseWare.

Data security

Full data lifecycle protection of your data – IT security, data encryption, data loss prevention, backup and disaster recovery, plus employee awareness training to combat social engineering threats.

Productivity & accessibility

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

We know your tools

Close working relationships with industry software vendors and expert 24/7 support of your accounting and CPA-specific tools, whether on-premise or in the cloud.

Boost your collaboration and productivity with Microsoft 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 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.

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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

Multi-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

Discover Our Managed IT Security Services

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.

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