Accountancy

IT and security for accounting firms

Optimyze protects client data, ensures regulatory compliance, and keeps your practice running smoothly — so you can focus on your clients, not your IT.

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Proudly supporting businesses across New Zealand

NZInstitute of Architects

JuryLaw

skininstitute

Dudley Creek Health

Sills & Co

VIRIDIS

GUARDIANMFO

GLOBALEPG

St Marks Surgicals

alehouse.

Clayton Chan Orthopaedic

cloudkept

dlivr›

helloworld

Kripa Finance

NAVIGATUS

Pabla Law

SSMSPECIAL STEELS & METALS

The Fount≈

Treasured Morning

Senthil & Mukusha Barristers

shinecompliance

ZOMIA

What we cover

Technology built for accounting practices

Client data security

Rigorous access controls, encryption at rest and in transit, and audit trails protect the sensitive financial data your clients entrust to you.

Xero and MYOB integration

We manage the infrastructure and connectivity that keeps your cloud accounting platforms running reliably for both your team and your clients.

FMA compliance support

We help accounting and financial services firms meet their Financial Markets Authority obligations with the right technical controls and documentation.

NZ Privacy Act compliance

Your firm handles highly sensitive personal and financial information. We help you meet NZ Privacy Act 2020 obligations with the right policies and controls.

Secure remote working

Encrypted VPN access, managed devices, and Microsoft 365 configuration so your team can work safely from anywhere — home, client sites, or on the road.

Business continuity

Immutable backups, tested disaster recovery plans, and system redundancy to ensure your practice keeps running even when things go wrong.

Secure client data management

Protecting the financial data your clients trust you with

Accounting firms hold some of the most sensitive personal and business information that exists. A data breach doesn't just hurt your business — it damages the trust your clients place in you. Optimyze implements layered security controls — from access management and encryption through to dark web monitoring — to keep client data protected at every level.

Role-based access controls and least-privilege principles
Encryption for data at rest and in transit
Dark web monitoring for staff credential exposure
Audit logging for all access to sensitive systems

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Cloud and practice management

Reliable infrastructure for Xero, MYOB, and your practice stack

Modern accounting practices rely on a growing stack of cloud platforms — Xero, MYOB, practice management systems, document portals, and Microsoft 365. Optimyze manages the devices, connectivity, and security that underpins all of these, so your team can focus on client work without technology getting in the way.

Microsoft 365 licensing and management
Xero and MYOB infrastructure support
Document management and secure client portals
Single sign-on across your practice stack

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Compliance and governance

Meeting your regulatory obligations with confidence

Accounting firms are subject to a range of regulatory requirements — from the NZ Privacy Act 2020 through to FMA licensing conditions and professional standards. Optimyze helps you implement the technical controls and written policies that regulators expect, and maintains the evidence trail you need for audits.

NZ Privacy Act 2020 compliance programme
Information security policy documentation
Staff security awareness training
Annual compliance review and gap analysis

Talk to our team

"Our clients trust us with their most sensitive financial data. Optimyze gives us the confidence that we're protecting that trust with the right controls."

Principal — Auckland Accounting Practice

Our partners

Best-in-class tools for your practice

We partner with Microsoft, SentinelOne, Fortinet, and others to deliver security and productivity tools that are right for professional services firms.

See all partners