IT Built for Finance, Compliance, and Security

We help accounting firms, financial advisors, and lending institutions stay secure, compliant, and connected — with IT support that’s fast, reliable, and stress-free.

Audit-Ready Security

Layered cybersecurity and documented protections for data integrity, insurance, and compliance needs.

Fast Helpdesk for Finance Teams

We support your apps, workstations, and cloud tools — with 24/7 support from real people who know the tools you use.

No-Fuss Compliance Support

Whether you need MFA, backup retention, or SOC 2 alignment — we’ll help you get (and stay) compliant.

Passionate – Dedicated – Professional

Why Financial Teams Choose Happier IT

We Understand Financial Risk & Responsibility

We support firms that manage sensitive data, transactions, and regulatory reporting — with IT that reduces risk and increases trust.

Cybersecurity That Checks All the Boxes

From MFA and endpoint protection to secure backups and email encryption, we deliver layered security that aligns with FINTRAC, PIPEDA, SOC 2, and more.

Support for Accounting, Tax & Lending Platforms

We work with financial software like QuickBooks, CaseWare, Sage, cloud-based CRMs, and custom platforms — providing reliable support and performance optimization.

Remote Work, Made Secure

Whether your team is in-office or hybrid, we provide secure access, user management, and device protection for wherever work happens.

Disaster Recovery That’s Actually Tested

Your clients trust you with critical data — and we make sure that data stays protected with automated backups and real recovery plans.

Commonly Asked Questions

Yes. We support tools like QuickBooks, Sage, CaseWare, Xero, and cloud-based CRMs — including performance tuning, user access, and troubleshooting.

Absolutely. We implement and manage policies for encryption, backups, MFA, and access control — with documentation for audits and cyber insurance.

No problem. Our co-managed IT services let us handle routine support, patching, and monitoring — while your internal team focuses on strategy and specialized apps.

We deploy a layered security approach, including endpoint protection, email filtering, MFA, backup, and 24/7 threat monitoring — all tailored for financial risk.

Yes. Our helpdesk is available 24/7 — especially during critical times like tax season, fiscal year-end, or late-night deadlines.

We set up automated cloud backups and disaster recovery — so you can recover critical data quickly and meet client expectations without delay.

Yes. We configure and secure remote access for staff and stakeholders — using VPNs, MFA, and device controls to keep data protected wherever work happens.

Passionate – Dedicated – Professional

The steps we follow to
achieve your goals

We keep our process as simple as possible to provide a painless solution for your team.

Book a Free Consultation

During a short discovery call we will discuss your needs, answer any questions you have and begin developing a plan together.

Work Together to Customize a Plan

We will work together with you to develop, and fine tune, a plan that meets your business, time and budgetary requirements.

Your IT Challenges – Solved.

Our experts will implement the solution for you, enabling you and your team to focus on your other priorities.

Passionate – Dedicated – Professional

We support finance teams across Western Canada and beyond:

Whether you’re a mid-sized accounting firm or a multi-location financial institution, we’ll keep your IT secure, reliable, and aligned with your risk profile.

British Columbia

  • Vancouver
  • Kelowna

  • Kamlops

  • & Much More

Alberta

  • Calgary
  • Edmonton
  • Red Deer
  • Other Surrounding Areas

Ontario

  • Toronto
  • Ottawa
  • Mississauga

  • & Remote Clients Provincially

Our IT Services for Finance Include

Financial Cybersecurity & Risk Management

We implement layered security tailored for financial data — protecting your firm from breaches, fraud, and compliance failures.

Endpoint Protection & MFA

Secure every device and user with managed antivirus, multi-factor authentication, and real-time threat prevention.

Microsoft 365 & Cloud File Sharing

Enable your team to work efficiently and securely with access-controlled file storage, sharing, and collaboration in the cloud.

Backup & Business Continuity

We automate secure backups and test disaster recovery — so client data is protected and recoverable when it matters most.

Financial Software & App Support

From QuickBooks to CaseWare and custom platforms, we support the tools your finance team depends on every day.

Network Monitoring & Patch Management

We proactively monitor your systems and apply updates to keep your infrastructure secure, stable, and compliant.

24/7 Helpdesk & Remote Support

Whether it’s a system issue or app question, your team has round-the-clock support — no delays, no backlogs.

Compliance-Ready Systems & Policies

We help you align with SOC 2, PIPEDA, FINTRAC, and cyber insurance standards — with clear policies and audit-ready documentation.

Secure Remote Access & Device Control

Support hybrid teams with secure, managed access to sensitive systems — with device tracking and access control built in.

Passionate – Dedicated – Professional

Let’s Make IT Work for Finance

Spend less time troubleshooting and more time building trust. We make IT support seamless, so your team can focus on what matters most.

Call us for inquiry:

+1 (888) 897-3611

+1 (800) 555 555

Common Tech Challenges We Solve

  • Slow or failing computers impacting production line efficiency

  • Outdated systems or software that can’t keep up with orders

  • Lost access to files or shared drives during shift transitions

  • No secure way to connect plants, warehouses, or remote teams

  • Frequent IT downtime with no clear resolution path

  • Inconsistent cybersecurity practices across staff and locations

  • Internal IT overwhelmed by support tickets or legacy system issues