Making Tax Digital readiness
MTD puts accounting software, data flows and HMRC integrations at the centre of your practice. We keep them running, secure and compliant.
IT & Cyber Security for Accountants
ICAEW and ACCA-aligned IT support and cyber security for accountancy practices and financial advisers.
Accountancy practices handle some of the most sensitive data any business holds. Equate Group supports accountants, bookkeepers and financial advisers with IT and cyber security that aligns with professional body expectations and the practical realities of running a modern practice.
From sole practitioners to multi-partner firms, we provide the proactive support and certification pathway that protects your clients and your reputation.
Challenges we solve
Client data under regulatory scrutiny
ICAEW, ACCA and the FCA all have expectations around safeguarding client information. We build the controls and produce the evidence.
Seasonal capacity pressure
Self-assessment and year-end create predictable load spikes. Your IT needs to handle them without fail, we make sure it does.
Network and panel requirements
Partnerships with St. James's Place and similar networks often mandate Cyber Essentials Plus. We get you certified on the timeline your partner needs.
Services for accountants
Compliance and certifications
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Cyber Essentials & Cyber Essentials Plus
Required for many network partnerships and expected by clients. A recent example: we took Ennvee Financial Consultants through CE and CEP to meet their SJP partnership obligation.
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ICAEW / ACCA practice requirements
Our controls align with the information security expectations set out by professional bodies.
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FCA (where applicable)
For regulated financial advisers, we implement the controls you need to evidence SYSC compliance on the IT side.
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UK GDPR & DPA 2018
Lawful processing, retention and breach response, with documentation ready for the ICO.
Frequently asked questions
Do you work with Xero, QuickBooks and Sage?
Yes. We support the common UK accounting platforms and manage integrations with MTD, payroll, and document management tools.
Can you help us meet a network's Cyber Essentials Plus requirement?
Yes, this is a common request. We run the gap analysis, remediate, and take you through the CEP audit in time for your panel deadline.
How do you handle busy periods like year-end?
We monitor capacity proactively, pre-agree escalation paths, and make sure your remote working, VPN and email stay up when you need them most.
Let's talk about your accountants needs
Call +44 345 1255400 or email hello@equategroup.com
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