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IT Support and Growth for Accounting & Bookkeeping Firms

Bring your marketing, website, automation and IT systems together with one team that understands busy seasons, client data, practice-management tools and the demands of running an accounting firm.

Start the Conversation Choose Where to Start
Canada
United States
Solo bookkeepers to multi-location firms
Project-based or ongoing
Works with existing teams and providers

Where Does Your Firm Need Support Right Now?

Start with one priority or connect them as your firm grows.

Attract better-fit clients
SEO and local visibility
Paid advertising
Content and niche positioning
Advisory-service marketing
Email and SMS follow-up
Marketing for bookkeepers and CPA firms
SEO Strategy Paid Ads Content Marketing
Discuss Marketing Setup
Improve the website and client journey
Accounting website design
Mobile performance and accessibility
Service, niche, team, and location pages
Clear inquiry and intake paths
Client portal entry points
Conversion improvements & maintenance
Web Design Conversion Optimization Website Maintenance
Discuss Website Improvements
Automate repetitive work
Accounting workflow automation
Lead and inquiry routing
Client onboarding & document reminders
CRM and practice-management connections
AI-assisted communication with human review
Custom workflows across existing systems
Workflow Automation AI Communication Custom AI Setup
Discuss Automation
Strengthen IT and security
Managed IT services for accounting firms
Cybersecurity, MFA, and access management
Microsoft 365, Azure, AWS & Google Workspace
Backups, recovery, and monitoring
System implementation and migrations
Co-managed support with internal IT
Cybersecurity Microsoft 365 Support Managed IT Services
Discuss IT & Security

One Partner Instead of Four Separate Vendors

Marketing affects the website. The website feeds client intake. Intake connects to automation and internal systems. Those systems depend on secure, dependable IT.

Breakaway can support the complete path or step into the part your firm needs now.

Separate Providers

Marketing Agency
Web Developer
Software Consultant
Local IT Vendor

One Connected Plan

Get found
Get chosen
Onboard and serve
Protect and support

Built Around How Accounting Firms Actually Work

Busy-season planning and dependable support
Client onboarding and document collection
Clients with different comfort levels around technology
Accounting technology stacks that do not communicate well
Permissions, seasonal users, backups, and recovery
Growth into advisory and ongoing services
Increasing capacity without adding unnecessary administrative work
10 apps on average
The average accounting firm in Intuit’s 2026 US survey used 10 applications, and one in three used 11 or more.
Intuit 2026 Accountant Technology Survey
About five hours each week
Surveyed professionals estimated losing about five hours weekly moving, re-entering and reconciling information between tools.
Intuit 2026 Accountant Technology Survey
Technology and AI change management
AICPA’s 2026 survey identified change management resulting from technology and AI advances as the leading long-term concern across firm segments.
AICPA 2026 Survey

Intuit figures represent a survey of 725 US accounting and bookkeeping professionals.

We Work With the Systems Your Firm Relies On

From widely used accounting and tax platforms to specialized tools and custom setups, Breakaway can assess, connect, secure and support the technology already in place.

Accounting & Ledgers
QuickBooks Online QuickBooks Desktop QuickBooks Enterprise Xero Sage Wave
Tax
Drake Lacerte ProSeries UltraTax CS CCH Axcess
Practice Management & CRM
Karbon Canopy TaxDome CCH iFirm HubSpot Salesforce
Documents, Portals, Audit & Working Papers
SmartVault Suralink Revver CaseWare
Cloud & Workplace Systems
Microsoft 365 Azure AWS Google Workspace

Using something else? Tell us what your firm relies on, and we’ll map how it should work together.

Tell Us About Your Systems

Security That Supports Client Trust

Professional tax preparers have security-planning responsibilities under the FTC Safeguards Rule and IRS guidance. Breakaway can help implement technical and operational controls such as MFA, access management, encryption, backups, secure cloud configuration, and incident-response readiness.

FTC Safeguards Rule IRS Publication 5708

PIPEDA and applicable provincial laws establish privacy and safeguard responsibilities that vary by province and activity. Breakaway can help firms strengthen access controls, backups, cloud configuration, account security, data-handling systems, and recovery planning.

PIPEDA Overview Canadian Centre for Cyber Security
60% of surveyed US accounting professionals said clients always or frequently asked for proof that AI-related data was protected.
Intuit 2026 Accountant Technology Survey

Breakaway helps implement technical and operational safeguards. Legal and regulatory obligations should be confirmed by each firm and its professional advisers.

Support That Fits the Way Your Firm Works

1

Start the Conversation

Tell us about your firm, your current systems, and the priorities you want to tackle first.

2

Review the Current Setup

We evaluate your marketing visibility, website performance, workflow setup, and IT security baseline.

3

Get a Custom Proposal

We map out a connected plan that addresses your immediate needs without disrupting busy season.

4

Let’s Get to Work

We implement improvements and provide ongoing support exactly where your firm needs it.

Project-based or ongoing Start with one service Works with internal teams and current providers Planning that accounts for busy periods Implementation, maintenance, and continued support
Start the Conversation

Frequently Asked Questions

Yes. Breakaway scales its support to fit your current size. We work with solo practitioners needing dependable basics and larger firms requiring complex multi-location IT and marketing.
Absolutely. We are familiar with widely used platforms like QuickBooks, Xero, Drake, Lacerte, CCH Axcess, and practice-management tools like Karbon and Canopy. We connect and support the software you rely on.
Yes. You can begin with a specific priority, such as upgrading your website or securing your Microsoft 365 environment, and add other services only when your firm is ready.
Yes. We can act as your complete technology partner or provide specialized project support alongside your internal IT staff or existing marketing agencies.
We understand busy season means zero time for disruptions. We plan migrations and major changes outside of your critical periods and provide dependable support when your team is working extended hours.
Breakaway helps implement the technical and operational controls relevant to these requirements, such as MFA, secure cloud configuration, and backups. However, we do not provide legal advice, and specific compliance should be confirmed with your professional advisers.
Yes. Through targeted SEO, focused paid advertising, and website conversion improvements, we position your firm to attract high-value advisory and ongoing engagements rather than just seasonal tax work.
Yes. We support firms across both countries, understanding the different system preferences, privacy frameworks, and market dynamics in each region.

What Happens Next?

1
Review
We'll review your details to understand your firm's current systems.
2
Identify Opportunities
We'll pinpoint where we can help improve visibility, security, and automation.
3
Follow-Up
We will reach out with recommendations tailored to your firm.

Let's Talk About What Your Firm Needs Next

Start with marketing, your website, automation, IT, or a combination built around your current priorities.

By submitting this form, you acknowledge that Breakaway Solutions provides marketing and technology support and does not provide legal or accounting advice.