Accounting and property firms: you hold every client's data

Accounts, payroll, tax filings, leases: what your clients entrust to you deserves better than a subscription chosen ten years ago.

Your situation

You keep the books, the payroll and often the tax affairs of dozens of companies. Every file contains personal data under Swiss law, and your clients increasingly ask where it is hosted. Your IT has grown in layers: a line-of-business application, a mail system, file sharing, a document exchange platform, and a provider who runs it all. Nobody has the overall view.

Risks specific to you

• Interns and year-end temps who keep their access after leaving.
• Accounting documents exchanged by unencrypted mail or WeTransfer.
• A US mail system hosting your exchanges with clients and the tax administration.
• An employee pasting a general ledger into a free AI assistant to "save time".

What we do first

The review of access and document flows, because that is where the risk is highest and the fix fastest. Then the migration of mail and files to a Swiss provider, outside the closing period. Then an AI workshop for the team, on your real files: drafting letters, preparing summaries, consistency checks, with a policy that says what never leaves.

A typical path

A 14-person accounting firm in Carouge. IT Audit Express in February, access review in March (31 active accounts for 14 staff), mail migration in May in two waves, AI workshop in June. Outsourced CIO subscription at one day a month since, with a quarterly committee. Annual IT budget cut by a third, mostly subscriptions nobody used.

Frequently asked questions