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Your practice software stays up through tax season.

MYOB, HandiSoft and Reckon run on a server or a hosted desktop, with the client files in shares behind them. We manage those servers, the terminal services environment and the access to the file shares, and maintenance windows are booked away from BAS and EOFY deadlines.

  • MYOB
  • Xero
  • QuickBooks
  • Reckon
  • HandiSoft
  • CashFlow Manager
Peak load

EOFY, BAS and FBT land on the practice software at the same time.

During those weeks the whole firm is logged in at once, and under the Privacy Act and the Tax Practitioners Board code the client data they are working on has to be access-controlled and recoverable.

Uptime through tax and BAS season
EOFY, BAS quarters and FBT lodgements stack demand onto the practice software within the same few weeks. The ledger server, the terminal services environment and the internet link all have to carry that load with the whole firm logged in.
Client data confidentiality
TFNs, bank details and full financial histories sit in your file shares and practice software. The Privacy Act and the TPB code require that access to them is controlled and logged, and that the records can be recovered.
Concurrent multi-user access
Several accountants often work the same client job in the same week. The hosted ledger, the terminal server and the cloud practice software have to handle that without locking a file or losing work in progress.
Managed practice software environments

We run the servers behind MYOB and HandiSoft.

The operating system, the database engine, the terminal services layer and the network path between staff and ledger are all under our management.

Monitoring on each layer shows which one is slowing down, and server maintenance is booked for the weeks between BAS and EOFY deadlines.

Backups aligned to ATO retention

Five years of records stay restorable.

Tax records and working papers have to be kept for five years, so the backup retention is set to match.

Backups of the file shares and practice software are versioned and copied off site to immutable storage, and we restore from them on a schedule to confirm the chain works.

Hardened access & client data controls

Only the right staff can open a client file.

MFA goes on every account, conditional access on the practice software and role-based permissions on the client folders.

A departing staff member loses access on their last day, and the audit log records who opened which file and when.

Common questions

Accountants check that MYOB, Xero and HandiSoft are on our list.

Does Evolve Technologies support MYOB, Xero and HandiSoft?
MYOB, HandiSoft, Reckon and CashFlow Manager run on servers, terminal services and hosted environments that Evolve Technologies manages for accounting practices on the Gold Coast and in Brisbane, and we look after the Microsoft 365 tenancy around Xero and QuickBooks. Backups are versioned and copied off site to meet ATO retention, and access to client files is controlled and logged.

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Talk to us before the next tax season.

We review the ledger server, the backups and the access controls and list what needs fixing before EOFY.

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