Client ID mixed in with years of tax files? We'll help your practice keep it secure.
- ID sits in client folders
- Clients email ID with their
- Seasonal or contract staff need
- Archived client files from years
Accounting practices already hold sensitive financial information, and client ID now sits alongside it: in email, client folders, scanned documents and years of archived files. Busy periods bring extra staff and more documents moving quickly. We help your practice find client ID, store it securely and keep access tight all year round.
- Same-day or next-day, where available
- Onsite across Perth, or remote
- No lock-in contract
- Business and home IT
Where ID ends up in an accounting practice
- ID sits in client folders next to tax and financial records
- Clients email ID with their year-end paperwork
- Seasonal or contract staff need access during busy periods
- Archived client files from years ago still hold ID
- Everyone in the practice can open every client folder
Sending returns and financial documents to clients too? See Secure email for sensitive information.
How we help accounting practices
Map how ID comes in
New clients, new entities, year-end paperwork and scans.
Find it in your files
Client folders, inboxes and archives.
Restrict access
ID and sensitive records limited to the people who need them.
Set up secure collection
A safer way for clients to send ID than email.
Handle temporary staff
Access that's easy to give for busy periods and remove afterwards.
Tidy old archives
Old records securely deleted when you confirm they can go.
What this service doesn't cover Advice on which of your services are covered by AML/CTF rules. Check AUSTRAC's guidance or your compliance adviser.
From brief to done, in three steps
Tell us what needs to change
Book online or call. Tell us how many people and mailboxes are involved, and what you want to achieve.
We confirm the plan and scope
Before work starts, we confirm what's included, the order of work and any interruption to email.
We complete the work
Onsite or remotely, scheduled to keep disruption to your business low.
What you get
- Client ID found across folders, inboxes and archives
- Access restricted to the right people
- A safer way for clients to send ID
- A simple process for temporary staff access
We're not AML/CTF compliance advisers. We help with the IT and data security side of handling client ID. For what your obligations are, check AUSTRAC's guidance or speak with your compliance adviser.
Why Perth businesses call PCE
No lock-in
Book a technician when you need one. No ongoing managed-services contract required.
Onsite or remote
We choose the route that gets you working again, and come onsite when it's needed.
Plain-English notes after every job
You'll know what was wrong, what we changed and what to watch for.
Scope confirmed before we start
You'll know what's included and when the work happens before anything changes.
Accountant AML data security answered
Does this work with our practice software?+
We work around the systems you use and check where ID is stored in them.
Can temporary staff get access safely?+
Yes. We set up access that's simple to give for a busy period and remove afterwards.
Is this AML compliance?+
No. We help secure client ID records. For your obligations, check AUSTRAC's guidance or your compliance adviser.
Where should a practice start?+
With a client ID data health check, so you know where ID sits across your files.
We cover most of Perth
Onsite across most of the Perth metro area, and remote help anywhere in Perth.
- Onsite across most of the Perth metro area
- Remote help anywhere in Perth
Keep client ID secure across your practice
Book an experienced technician online, or tell us what's happening and we'll recommend the right next step.
Call 08 6559 6485
Phones and technicians: Monday to Friday, 8am to 4pm