As a “security first” MSP (Managed Services Provider) our team thrives on providing Managed IT Services for the Finance Industry. We are one of eight industries Epic IT specialises in.
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As a “security first” MSP (Managed Services Provider) our team thrives on providing Managed IT Services for the Finance Industry. We are one of eight industries Epic IT specialises in.
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 2003.
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.
Financial services firms face strict obligations around data handling, and unmanaged AI use is a compliance risk. Epic IT deploys Anthropic Claude as a fully managed AI platform that connects to your accounting systems, Microsoft 365, and client data environment with proper access controls, encryption, and audit trails built in from the start.
Our AI governance framework covers shadow AI discovery, usage policies, data classification, and regulatory alignment. Your team gets AI that works across their actual workflows, from client reporting to tax research to internal communications, fully connected and fully governed. Read our practical guide to AI services for Australian businesses.
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. Professional services firms share compliance-driven IT needs. See our legal IT services.
When we provide financial IT support services, we do not apply a generic template. We begin by understanding your specific regulatory, compliance, and confidentiality needs. From day one, your systems are subject to rigorous security protocols including password policies, endpoint protection, encrypted communications, and access controls. Every layer is built to meet the expectations of accounting and finance teams who cannot afford a breach.
With financial services IT consulting, the details matter. We do not just advise on technology. We align it with your ledger, audit cycles, compliance frameworks, and data privacy obligations. Our consulting team has hands-on experience with industry apps like MYOB and Xero and understands the workflows accountants and financial advisors rely on every day.
Our IT services for financial management are built to enhance visibility and decision making. We implement systems, both 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 planning without worrying about system reliability or data integrity.
We provide robust financial IT support services that address the unique needs of your field. This includes audit-ready logging and reporting systems, role-based access controls and segregation of duties automation, encrypted backups and offsite data replication, compliance tracking aligned to ATO and ASIC requirements, and disaster recovery plans with tested failover procedures.
Downtime is unacceptable for finance operations. That is 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 do not respond to a support ticket within 15 minutes, or cannot resolve it within two hours, you receive a $100 JB Hi-Fi voucher. No excuses.
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 through Microsoft 365 and Teams ensure your staff can work together seamlessly regardless of location.
Further reading: Essential Eight compliance guide.
Further reading: email security for Australian businesses.
At Epic IT, our specialists focus on long-term solutions for your business.
Our 90-day guarantee is simple: if you’re not satisfied, we’ll refund your onboarding fee and give you $5K. Contact us today!
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info@epicit.com.au
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