Legal, finance and accounting IT support in Adelaide
Law firms, accounting practices and financial advisers handle some of the most sensitive data in any business. You need IT that keeps client files secure, supports your compliance obligations and doesn't let you down when you're up against a deadline. We've been looking after professional services firms in Adelaide since 2001.
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The short answer
WaTo Consulting supports law firms, accountants and financial advisers in Adelaide on LEAP, Actionstep, Smokeball, Xero and MYOB, along with document management, email archiving and secure remote access. Backups are tested and security policies are documented, so the IT records you need are on hand if a regulator or auditor asks.
IT for legal and financial practices
Legal and financial firms depend on specialised software: LEAP, Actionstep or Smokeball for law; Xero, MYOB or QuickBooks for accounting; and various compliance platforms for financial advice. Add trust accounting, document management, email archiving and strict regulatory requirements, and your IT setup becomes a core part of how you run your practice. A generic IT provider who doesn't understand your software or your obligations is a liability.
What we do for legal and financial firms
Practice software support
We support LEAP, Actionstep, Smokeball, Xero, MYOB and QuickBooks, with installation, updates, server maintenance and troubleshooting so your practice management never holds you up.
Document management
Secure storage, version control and fast retrieval of client documents. We set up systems designed to support your record-keeping obligations, and they actually work the way your team needs them to.
Email security and archiving
Email filtering, encryption, multi-factor authentication and archiving set up to help you meet your record-keeping obligations. Filtering blocks the vast majority of phishing, and archiving keeps your mail searchable and retrievable for the retention period you set.
Compliance and audit readiness
Access controls, encryption, audit logging and documented security policies. If a regulator or auditor asks, you've got the IT paperwork and the system records to show them.
Secure remote access
VPN, cloud desktops and remote access to your practice software so your team can work from court, client sites or home without compromising security.
Backup and disaster recovery
Automated backup of client files, trust accounts and practice data. Tested regularly, with a documented recovery plan so your team knows what to do if something goes wrong.
Who it's for
- Law firms, from sole practitioners to mid-tier partnerships.
- Accounting and bookkeeping practices of all sizes.
- Financial planning and advisory firms.
- Mortgage brokers and conveyancers with compliance obligations.
How it works
- We audit your practice IT. A thorough review of your network, software, security, backup and compliance, with a written report, at a fixed price quoted up front.
- We recommend a plan. Clear priorities and a flat monthly price. We focus on what matters most for your compliance and productivity.
- We implement it. Security hardening, backup, monitoring and any hardware or software changes, scheduled around your deadlines and billing cycles.
- Ongoing support. Call us when something breaks, when you need a new starter set up, or when you have a compliance question about your IT.
- Regular reviews. Quarterly check-ins to review security, plan upgrades and make sure your setup keeps pace with regulatory changes.
Why WaTo for legal and financial firms
- We know the software (LEAP, Actionstep, Xero, MYOB), not just generic IT.
- We understand the compliance pressures of legal and financial services.
- Adelaide-based since 2001 with on-site support when you need it.
- We treat your client data with the same seriousness you do.
- One team for network, software, security and cloud, so there's no finger-pointing between providers.
Legal and finance IT questions
Do you support LEAP and Actionstep?
Yes. We handle installation, updates, server maintenance and day-to-day troubleshooting for both platforms, plus Smokeball and other legal practice management tools.
Can you help with trust accounting compliance?
We make sure your trust accounting software is backed up, access-controlled and running on a secure network. We can't give legal or accounting advice, but we handle the IT side of compliance.
How do you handle email archiving?
We set up Microsoft 365 retention policies or third-party archiving so your email is stored, searchable and retrievable for the retention period you tell us your obligations require. We can't give legal advice on what that period is, but we'll set it up to match.
Can our team work remotely and still access LEAP?
Absolutely. We set up secure remote access via VPN or cloud-hosted desktops so your team can work from anywhere without compromising client data.
Guides on this topic
- Business email security: the practical checklist
- A practical cyber security policy for small business
- How to test backups and recovery before an outage
Ready to sort your practice IT?
Tell us what's not working and we'll show you what a properly secured setup that supports your compliance looks like. No obligation.
Mon to Fri, 8:30am to 5pm
