Transform your accounting firm’s success with our cyber solution and industry experience
Accounting firms across Australia handle sensitive financial data and operate in an ever increasingly complex compliance environment. With LEAP Strategies as your Strategic Technology Partner, you can maintain a secure, efficient technology ecosystem that supports your day-to-day operations without pulling you away from servicing your clients. We combine deep knowledge of the accounting industry’s technology with our cyber security and compliance expertise to help your practice thrive.
‘LEAP has completely changed my team’s perception of IT support, rebuilding trust after previous technology partner’s slow and often non-existent responses. I can only praises LEAP’s super responsive service, clear explanations even for complex technical issues and proactive security measures that give me full visibility into cyber threats. I now have complete peace of mind knowing the LEAP team will “back us no matter what,” and no question is ever too trivial. LEAP’s critical support through a major office move and transition to the cloud, keeping 35 staff productive despite internet outages and other challenges truly highlighted how supportive the LEAP team are for Affinity. “we couldn’t do what we do without the LEAP team.”
Linda – Affinity Advisory
Below are some of the key areas we add value to your business:
Network and Data Security:
Accounting practices deal with confidential client information, making robust security measures essential. Our solution ensures advanced network protection – including firewalls, encryption, and proactive 24/7 monitoring – to shield your data from cyber threats like hacking, malware and viruses. We help keep your firm compliant with Australian data security standards while safeguarding the trust your clients place in you.
Data Backup and Recovery:
We ensure your critical client data and financial records are continuously backed up and can be quickly recovered in the event of accidental deletion, hardware failure, or disaster. LEAP Strategies designs comprehensive backup routines and business continuity plans so your firm can minimise downtime and meet record-keeping obligations at all times. In short, your accounting data is safe with us, no matter what happens.
Hardware and Software Management:
Keeping software updated and hardware running smoothly is vital for productivity. Our team takes care of all your infrastructure – from installing and upgrading accounting software to managing servers, PCs, and network devices and ensuring any cloud based software is locked down. We make sure your systems are always up-to-date, compatible, and optimised for peak performance. With our peace of mind managed solutions you get the latest technology and support without the hassles of doing it yourself.
Remote Access and Collaboration:
If you have a hybrid work policy we enable secure remote access to your firm’s systems and data, allowing your staff to work from home, client sites, or anywhere on the go. Through secure access your team can collaborate in real time and access the files and applications they need safely. This flexibility not only boosts productivity but also ensures you can keepworking with clients during unexpected events like pandemics or natural disasters.
Consulting and Support:
With LEAP Strategies managing your technology, you gain on-demand access to a team who understand your industry and more importantly, know your business. We provide strategic advice to help you choose the right solutions (from practice management software to cloud platforms) that align with your business goals. And whenever issues arise, our friendly support team is just a call away – ready to troubleshoot software glitches, answer user questions, and keep your technology running smoothly. You focus on accounting; we’ll handle the tech behind the scenes.
Partnering with LEAP Strategies allows your accounting firm to focus on its core business – delivering quality financial services – while we take care of the technology that underpins your success. We act as an extension of your team, bringing specialised skills and proactive management to keep your practice efficient, secure, and compliant. Below are some of the specific platforms and solutions we support for our accounting clients:
Xero Practice Manager Support
We have extensive experience supporting accounting practices that use Xero Practice Manager.
Whether you’re just starting out with Xero Practice Manager, migrating from another system, or looking to get more out of XPM, we’re here to assist you at every step. Our goal is to ensure Xero Practice Manager truly supports your operations so you can deliver great service to your clients.
FYI Docs – Document Management & Automation
Efficient document management is critical to a successful accounting firm. FYI Docs is a cloud-based document management and workflow automation platform built for accountants, and it integrates seamlessly with Xero Practice Manager. LEAP Strategies can help you implement FYI Docs in conjunction with your practice management software to create a unified, paperless environment for your firm.
ATO mate – Automating Tax Compliance
LEAP Strategies can assist in deploying ATOmate and integrating it with your existing accounting systems (such as Xero, MYOB or QuickBooks) to take the manual effort out of routine compliance tasks.
Handisoft Practice Manager Support
Handisoft Practice Manager is a comprehensive practice management system popular with many Australian accounting practices. It provides modules for client management, document management, time & billing, tax preparation and more – all aimed at streamlining your firm’s day-to-day operations.
Our team at LEAP Strategies has deep experience with Handisoft and is ready to support your practice in getting the most out of this platform.
We offer flexible support options for Handisoft to match your needs. Whether you require on-site assistance for setting up a new server, remote help desk support for day-to-day questions, or periodic maintenance and updates, we have you covered. We recognise that each accounting firm may use Handisoft a bit differently, so we collaborate with you to develop a support plan that fits your workflows and budget. This personalised approach ensures that you’re never paying for services you don’t need, and critical support is available when you do need it.
Our services for Handisoft cover ongoing tasks like software updates and data backups. If an issue arises – for example, a synchronization error or a performance slowdown – our team can quickly diagnose and resolve it, minimising downtime for your team. With LEAP Strategies managing your Handisoft environment, you can trust that the system will run smoothly and reliably. Ultimately, we help you leverage Handisoft’s full capabilities to increase productivity and deliver an even better experience to your clients.
MYOB Accountants Enterprise (AE)
Many accounting firms rely on MYOB Accountants Enterprise (MYOB AE) as an all-in-one solution for practice management. MYOB AE combines key functions like document management, tax lodgement, time billing, and client relationship management into a single platform. It’s a powerful system for medium to large firms, but like any comprehensive software, it requires proper setup and management to realise its full benefits. If something does go wrong – say a glitch in the tax module or a database error – our support team will respond promptly to fix it.
With LEAP Strategies managing MYOB AE for you, your team can work efficiently on the platform without worrying about technical hiccups, and focus on delivering exceptional service to your clients.
APS Practice Management Software
APS (Advanced Professional Solutions) is another leading practice management platform, often used by larger accounting and advisory firms. It provides robust tools for managing clients, workflows, billing, and documents, helping practices standardise processes and boost productivity across the board. LEAP Strategies is well-versed in supporting APS software and can help your firm harness its full potential.
Our team will ensure that your APS system is properly implemented and aligned with your business needs. We can assist with migrating data from legacy systems into APS, configuring practice-specific settings, and integrating APS with other software in your stack. For instance, if you use APS alongside accounting ledgers like Xero or MYOB, or with document services like FYI Docs, we’ll make sure these systems work together seamlessly.
By connecting your tools, we eliminate duplicate data entry and reduce the chance of errors, giving you a single source of truth for client and financial information.
With our ongoing support and maintenance, you won’t have to worry about technical issues disrupting your workflow. We proactively monitor your APS environment, apply updates (including any compliance-related changes from the vendor), and are ready to troubleshoot any issues at a moment’s notice. By having us manage your APS practice management software, your firm can run like a well-oiled machine – improving internal efficiency and delivering timely, high-quality service to clients, all while ensuring sensitive data remains secure.
XPLAN for Financial Planning Integration
If your accounting firm also offers financial planning or wealth management services, you might use XPLAN. –XPLAN allows you to manage clients’ investment portfolios, insurance, and retirement plans, while also helping with compliance workflows and client reporting. It’s an industry-leading platform for advisers, and LEAP Strategies can support your firm in integrating and maintaining XPLAN as part of your overall IT ecosystem.
By entrusting LEAP Strategies with the management of XPLAN, you enable your advisory arm to operate efficiently and without technical roadblocks. We handle software updates, user access management, data backups, and security for XPLAN as part of our service. Your advisers and accountants can then collaborate seamlessly, providing a unified experience to clients who receive both accounting and financial planning advice. In short, we make sure the technology supporting your financial planning services is reliable, secure, and fully aligned with your firm’s objectives.
Partner with LEAP Strategies for Peace of Mind:
Managing your technology doesn’t have to be a juggling act. By partnering with LEAP Strategies, you gain a dedicated technology team that understands the unique needs of accountants – from specialised practice software support to rigorous cybersecurity and compliance requirements. We work behind the scenes to keep your systems running flawlessly and securely. The value we bring to your firm is clear: fewer tech relatedheadaches, stronger data protection, and smarter use of technology to drive productivity and growth.
Empower your accounting practice with a Strategic Technology Partner that speaks your language.
Let LEAP Strategies handle the tech, while you focus on what you do best – delivering exceptional financial expertise to your clients.
