As a “security first” MSP (Managed Services Provider) our team thrives on providing Managed IT Services for the Finance Industry.
Our finance and accounting customers are part of a business sector where the secure handling of sensitive and confidential information is top priority. In fact, Epic IT has been providing IT support for financial services to our Perth based finance companies since 2006.
We understand that managing IT for our finance partners means practicing strict information security protocols such password management and sharing, offering cyber security awareness training and regular IT strategy planning to name a few.
In delivering these specialised IT services for the financial management industry, our team has had over 15 years of experience in popular industry “Line of Business” applications such as MYOB and XERO for example.
Our financial services IT solutions are tailored to the industry, focusing on information and data security, collaboration and productivity.
As the finance and accounting industry moves critical financial data on a daily basis, many finance companies are now targeted by cyber criminals. With the added responsibility for handling sensitive (confidential) data such as personal identifiable information, the finance industry can be seen as a sitting duck for cyber attacks or data breach.
Epic IT have proven experience in deploying powerful cyber security solutions, processes and training that make it very easy and cost effective for a finance companies to adopt into their environment.
A clear vision coupled with an effective IT strategy is a winning formula that will drive IT success for any finance based company.
Our VCIO teams consist of an account manager, team leader and senior strategic consultant who are involved in many internal and client-facing discussions. Through these scheduled VCIO discussions and strategy sessions, our team will ensure that your company is equipped with the necessary leadership and supporting technology to help deliver a secure and effective service to your customers.
Epic IT’s cybersecurity training platform is perfect for the finance and accounting industry. Financial companies and their consultants normally operate out of many fixed and remote environments. The training platform is configured to allow allow participants to easily interact with and access online content from any of these locations.
Read more about our Cybersecurity Awareness Training approach.
Since many finance based companies operate from several geographical locations by leveraging services from roaming financial consultants, it is vital that IT brings all team members together into a secure and collaborative work space.
With powerful but cost-effective document management, conference and collaborative platforms powered by Microsoft 365, our team has successfully bridged this collaborative gap and helped many of our finance customers achieve success.
Our IT project management teams have a refined approach to project delivery catered to the financial industry and implemented many successful IT projects for these customers.
Read more about our IT Project Management approach.
We understand the finance and accounting industry and how critical the delicate nature between being “IT secure” and “IT flexible” can be to the success of the business.
We have implemented specific processes catered to the finance industry which allows our IT Helpdesk team to deliver (securely) an exceptionally high level of IT Helpdesk and Onsite support to these customers.
Learn more about our Managed IT Support services.
We enjoy working with finance and accounting industry. By helping these companies with their technology, we enable them to deliver secure and effective service to their own customers. In fact, we offer a free, no-obligation IT assessment that covers your companies cyber security posture. It takes less than 30 minutes to complete and is a completely non-invasive and confidential process.
This is your first step in working towards a safer environment where both your team and your customers can operate out from.
Click here to learn more about our free IT and Cyber Security Assessment Service.
IF YOU ARE in the finance and accounting industry and LOOKING TO HAVE YOUR IT MANAGED more securely and effectively, then LETS CHAT
When we provide IT support for financial services, we don’t apply a generic template. Instead, we begin by understanding your specific regulatory, compliance, and confidentiality needs. From day one, your systems are subject to rigorous security protocols: password policies, endpoint protection, encryption, access controls, and continuous monitoring.
Our team also delivers cyber-security awareness training so your finance staff know how to prevent phishing or data leaks. Because we specialise in the finance and accounting sector, we know where typical weak points lie (for example, remote access, accounting software integrations) and close those gaps proactively.
With financial services IT consulting, the devil is in the details. We don’t just advise on tech — we align technology with your ledger, your audit cycles, compliance frameworks, and data privacy obligations. Our consulting team has hands-on experience with industry apps like MYOB and Xero and knows how to integrate them securely into your infrastructure.
We work as a virtual CIO/CTO, guiding your strategic roadmap in line with both business goals and risk management. Because our solutions are built for your domain, not borrowed, you end up with tailor-made guidance.
Our IT services for financial management are built to enhance visibility and decision making. We implement systems (on-prem and cloud) that centralise your data into secure, auditable platforms. We layer in business intelligence tools so you can run forecasts, dashboards, variance reports, and scenario analysis easily.
Behind the scenes, we make sure your infrastructure supports rapid queries, scalable storage, and automated backups so nothing is lost. Because your management needs evolve, we also reserve “project time” for enhancements, for instance, rolling out a new financial analytics module or integrating your ERP with other tools.
We provide robust financial services IT solutions that address the unique needs of your field. Among them:
‣ Audit-ready logging and reporting systems (so audits are smoother and traceable)
‣ Role-based access controls and segregation of duties automation
‣ Encrypted backups and offsite data replication for disaster recovery
‣ Incident response planning tailored to financial data
‣ Version control and change tracking systems for sensitive financial files
‣ Periodic IT infrastructure audits using a 38-point checklist to uncover vulnerabilities
These solutions ensure you’re prepared for regulatory scrutiny, cyber threats, and system failures.
Downtime is unacceptable for finance operations. That’s why we structure our service with hard SLAs and built-in incentives.
We commit to answering calls in 36 seconds or less, so your team connects with an expert immediately. If we don’t respond to a support ticket within 15 minutes, or can’t resolve it in under 2 hours, we’ll issue a $100 JB Hi-Fi gift card as a goodwill gesture.
Even more, we back this with our 90-day onboarding guarantee: if you’re unhappy, we refund your onboarding fee and pay you $5,000. This level of responsiveness and accountability shows how deeply we take your uptime seriously.
Supporting a distributed finance team is part of our DNA. We design systems so that remote and in-office users operate under the same secure umbrella.
Your team uses secure VPNs, conditional access, multifactor authentication, and zero-trust frameworks. Our tools for collaboration (e.g. Microsoft 365, secure file sharing, real-time document co-editing) are tuned to the finance context.
We also monitor remote endpoints continuously and push consistent updates and security policies across your entire user base. In short: your team feels unified, whether they’re in the office or on the road, and your data remains safe across every location.
Industries we support
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