Secure, efficient, and automated IT for accounting firms. From encrypted client portals to AI-powered document processing, SecRealm helps accountants work smarter while keeping client data safe.
Accounting firms handle the most sensitive financial data — tax returns, payroll, banking details. Clients expect confidentiality, CRA expects compliance, and cyber insurance expects proof of security controls.
Everything you need, fully managed and supported
Encrypted document exchange where clients upload tax documents, receipts, and financial statements. No more emailing SIN numbers.
Clients photograph receipts → AI extracts vendor, amount, date, category → auto-imports into your accounting software.
Generate and send invoices automatically. Track payments, send reminders, and accept online payments through Stripe or Square.
Scan, OCR, and organize all physical documents. Search any document by content, client name, or date instantly.
Secure data retention policies, encrypted backups, and access controls that meet CRA electronic record-keeping requirements.
Answer common questions: services offered, pricing, tax deadlines. Captures leads and books consultations.
Automated email/SMS reminders to clients before tax deadlines. Track who has submitted documents and who needs follow-up.
Outlook, Teams, SharePoint, and OneDrive — fully managed with advanced security, MFA, and data loss prevention.
All-inclusive managed service. No hidden fees. No long-term contracts. Cancel anytime.
Yes. Our portal integrates with QuickBooks, Xero, and Sage. Documents are categorized and imported automatically.
Take a photo with any phone. Our AI reads the receipt, extracts all data, and creates a categorized expense entry — typically in under 5 seconds.
Yes. All data is encrypted with AES-256, access is controlled by role, and every action is logged for audit purposes.
Book a free 30-minute IT assessment — no obligation, no sales pressure.
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