Accounting Firms

Technology Solutions for Accounting Excellence

Stop struggling with outdated systems, compliance concerns, and inefficient workflows. We provide integrated, PIPEDA-compliant solutions that let you focus on client service, not IT problems.

Accounting Problems We Solve Every Day

Real challenges from real accounting professionals - and how we fix them

"Our tax software doesn't sync with our practice management"

Staff manually re-enter client data between tax software, billing, and document management systems.

Our Solution:

API integrations connect your tax software, practice management, and document systems for seamless data flow.

"We're scared of a CRA audit finding IT compliance issues"

Uncertain if our data storage and backup procedures meet CRA requirements for client SINs, tax files, and financial records.

Our Solution:

CRA-compliant data management with PIPEDA privacy compliance, proper retention policies, and audit-ready documentation.

"Tax season chaos - systems keep crashing"

Critical slowdowns during peak season, staff can't work remotely, and client deadlines are at risk.

Our Solution:

Scalable cloud infrastructure with redundancy, remote access, and peak-season capacity planning.

The Result: Focus on Client Service

Streamlined Workflows

No more duplicate data entry or system workarounds

Compliance Confidence

Sleep easy knowing client data is secure and compliant

Reliable Tax Season

Scalable systems that handle peak workloads without issues

Enhanced Client Experience

Secure portals, faster processing, and professional communication

Ready to Fix Your Accounting IT Problems?

Get a free accounting IT assessment and see exactly how we can solve your specific challenges.

Comprehensive Accounting Technology Solutions

Secure, compliant, and integrated technology solutions designed specifically for accounting professionals

Evolved360 IT

Secure Cloud Accounting Infrastructure

PIPEDA-compliant cloud infrastructure designed specifically for accounting practices.

Data Encryption

Secure Backups

24/7 Monitoring

Compliance Auditing

Evolved360 EDI

Practice Management Integration

Seamless integration between tax software, CRM, and document management systems.

Software Integration

Data Synchronization

Workflow Automation

API Connections

Evolved360 VoIP

Secure Client Communication

PIPEDA-compliant communication solutions for sensitive financial discussions.

Encrypted Calls

Secure Messaging

Client Portals

Document Sharing

Evolved360 CRM

Client Relationship Management

CRM solutions tailored for accounting practices and client lifecycle management.

Client Tracking

Engagement Management

Billing Integration

Reporting

Evolved360 AI

AI-Powered Financial Analytics

Advanced analytics for client insights, practice efficiency, and predictive accounting.

Financial Insights

Practice Analytics

Predictive Modeling

Efficiency Metrics

Evolved360 Strategy

CRA & PIPEDA Compliance Management

Comprehensive compliance strategy for CRA record-keeping requirements and PIPEDA privacy regulations.

CRA Compliance Audits

PIPEDA Privacy Policies

Data Retention Management

Staff Training

Solving Accounting Technology Challenges

We understand the unique challenges accounting firms face and provide targeted solutions

Data Security & PIPEDA Compliance

End-to-end encryption, access controls, and comprehensive compliance monitoring for client data

Tax Software Integration & Efficiency

Seamless integration between tax software, practice management, and document systems

Client Communication & Document Sharing

Secure client portals, encrypted communications, and compliant document exchange

Practice Management & Workflow Optimization

Automated workflows, time tracking integration, and streamlined billing processes

Accounting Success Stories

Real results from accounting firms we've helped transform

Mid-Size CPA Firm

Challenge:

Needed PIPEDA-compliant infrastructure and integrated tax software workflow

Solution:

Implemented secure cloud infrastructure with integrated tax, CRM, and document management

Results:

Enhanced PIPEDA compliance

Faster tax preparation

Eliminated data silos

Reduced costs

Multi-Location Accounting Practice

Challenge:

Required unified client communication system across 5 locations

Solution:

Deployed integrated communication platform with secure client portals

Results:

Unified client experience

Improved response times

Secure document exchange

Enhanced client satisfaction

Ready to Transform Your Accounting Technology?

Get a comprehensive accounting IT assessment and discover how our PIPEDA-compliant solutions can improve practice efficiency and client service.