Managed IT and AI services for accounting firms
Lookup helps accounting firms protect confidential client financial data, support employees during intense lodgement periods, manage Microsoft 365 and prepare for responsible AI adoption. From secure user access and device management to Copilot readiness and workflow automation, we create a reliable, high-uptime technology environment for your practice.
Technology bottlenecks accounting practices face
Accounting teams operate under tight statutory deadlines, handle sensitive tax file numbers and financial records, and face increasing cyber risk from spear-phishing.
Lodgement Deadline Uptime
System downtime during EOFY or quarterly BAS cycles creates extreme stress and missed statutory deadlines.
Client Data Exposure Risks
Unstructured file shares and overly permissive SharePoint permissions can expose sensitive client financials internally or externally.
Seasonal Staff Onboarding
Provisioning and offboarding temporary tax season contractors quickly and securely without lingering access.
Phishing & Wire Fraud Exposure
Accounting firms are primary targets for email compromise aimed at intercepting client refunds or bank details.
Multi-Location & Remote Teams
Ensuring secure VPN or cloud access for accountants working remotely or across interstate and offshore offices.
Repetitive Document Administration
Manual document collection reminders, engagement letter tracking and client signature follow-ups drain billable hours.
Managed IT & cyber security tailored for accounting
Lookup provides proactive IT management with Australian-based engineers who understand practice environments. We monitor your servers, cloud applications and endpoints 24/7, maintaining strict security baselines.
- Rapid Australian helpdesk with <15-minute response targets during tax season
- Multi-Factor Authentication (MFA) & conditional access enforcement for cloud practice software
- Sophos endpoint protection, firewall management and secure remote VPN access
- Automated user onboarding & offboarding protocols for contractors and permanent staff
- Data backup & disaster recovery with tested immutable cloud backups
AI readiness starts with secure technology
Before introducing Microsoft Copilot or generative AI tools to your practice, client permission structures and document access rights must be audited. Lookup ensures your SharePoint, Teams and cloud file shares are appropriately configured so AI never surfaces confidential client tax records to unauthorised staff.
Assess practice AI readinessPractical AI & Copilot use cases for accountants
We focus on practical, governance-backed AI tools that eliminate administrative drag while preserving strict professional review and client confidentiality.
Meeting Summaries & Client Actions
Summarise client strategy calls in Teams and draft follow-up email action items into Outlook automatically.
Internal Procedure Querying
Instant AI search across firm standard operating procedures, checklists and compliance guides in SharePoint.
Drafting Standard Client Communications
Generate first drafts of routine correspondence, information requests and policy updates for partner review.
Automated Document Routing & Filing
Classify incoming client tax receipts and bank statements into designated SharePoint folders via Power Automate.
Client Onboarding Workflows
Trigger automated engagement pack distribution, ID verification reminders and account creation sequence.
Engagement Renewal Reminders
Automate recurring annual engagement letter reminders and signature tracking before the tax year begins.
Verified Success
Kristallis Accounting
Est. 1977 • 1,000+ Clients
Multi-location security & remote access uplift
LOOKUP delivered end-to-end security across Australia and Philippines locations using Sophos firewalls, endpoint protection and Phish Threat training. Published as an official Sophos case study.
Accounting practice FAQs
Ready to secure and modernize your accounting practice?
Speak with an Australian senior engineer today about managed IT, cyber security and AI readiness.
