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Are you a chartered accountant?

The profession of chartered accountant is at the heart of sensitive data: tax, social or financial, they require rigorous, secure management that complies with current regulations. With the reform of electronic invoicing and interoperability with PDPs, your practices are evolving, and your systems need to become more reliable, productive and agile. For over 15 years, IT Systèmes has been supporting more than 150 accounting firms throughout France. We are familiar with the software environments you use every day (Cegid, Pennylane, ACD, My Unisoft, Agiris, RCA, Silaé, etc.), and know how to integrate, automate and migrate them within modern, secure and high-performance infrastructures, tailored to the specific needs of your profession.

Are you a chartered accountant?

The challenges facing accounting firms

Electronic invoicing & PDP

The mandatory introduction of electronic invoicing and the choice of the PDP platform raise a number of technical and organizational challenges. The framework is still unclear for many firms, and gradual adaptation will be necessary. Beyond compliance, it will also be necessary to anticipate the need for automation between different PDPs, and plan workarounds to future interoperability problems, in order to guarantee smooth, uninterrupted financial and document flows.

Cybersecurity and data confidentiality

Your systems are prime targets for cyber-attacks, as they concentrate sensitive data. Effective protection requires strict identity and access management, outsourced backups, multi-factor authentication (MFA) and 24/7 SOC supervision. Combined with encryption and compliance with the RGPD, these measures guarantee the continuity of your missions and the confidentiality of your customers' information.

Data management and enhancement

Beyond compliance and bookkeeping, data is a real lever for consulting. With tools like Power BI and interactive dashboards, firms can monitor their customers' business in real time and highlight key indicators. The integration of artificial intelligence takes this a step further: advanced analyses, anomaly detection, cash flow or profitability forecasts. This exploitation of data transforms the chartered accountant's mission into a strategic role, capable of providing predictive and proactive support to companies.

Automation and error reduction

Onboarding/offboarding, synchronization between production software, EDM and IM, automatic feedback of Z-tickets, CFEs, etc. Automation reduces double data entry, reduces human error and saves precious time.

Smooth collaboration with your customers

Your customers expect modern interaction: real-time document sharing, electronic signatures, fluid communication. Microsoft 365 tools (Teams, SharePoint, OneDrive) strengthen the firm-client relationship.

Software and EDM migration

Changing editors (Cegid to My Unisoft, ACD to Pennylane, ...) or unifying your documents via a modern EDM are critical steps. Security and service continuity are top priorities.

Our support for accounting firms

Our recognized expertise is based on the support we provide to over 150 accounting firms in France, enabling us to fully understand your business priorities and day-to-day constraints. Our in-depth knowledge of your accounting software ecosystem (Prod, GI, Social, HR, GED, etc.) enables us to offer reliable, secure solutions tailored to the real needs of certified accountants.

IT Systèmes helps you secure your data, modernize your tools and improve your day-to-day efficiency:

  • Support for electronic invoicing and PDP: integration, workarounds and compliance.
  • Secure migrations: accounting software, EDM and cloud infrastructures.
  • Adapted automations: integrations between all your business and other software.
  • Advanced cybersecurity: SOC supervision, PRA, outsourced backups.
  • Collaboration modernization: Microsoft 365, Teams, SharePoint.
  • Dedicated support and facilities management: proactive assistance, adapted to tax season peaks.
Getting support
Are you a chartered accountant?

Our expertise in supporting chartered accountants

Recognized expertise
more than 150 accounting firms throughout France, including some of the largest.
Mastery of the business ecosystem
in-depth knowledge of accounting and payroll software (Cegid, Pennylane, ACD, My Unisoft, Agiris, RCA, Silaé...), with appropriate integration, automation and migration.
Innovation and safety
support for electronic invoicing & PDP, data enhancement with Power BI & AI, and advanced cybersecurity (RGPD, SOC 24/7, PRA)

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Our expertise

We accompanied them

I turned to IT Systèmes when I parted company with my ex-partners and had to start from scratch. The team carried out a complete migration of our Microsoft and Outlook data, and set up a secure, high-performance infrastructure, as well as a turnkey telephony system. We also entrusted IT Systèmes with our facilities management, for added peace of mind. Responsive, human support of the highest technical quality.

Jonathan
Partner in an accounting firm

As part of the modernization of our firm, IT Systèmes helped us implement a DevOps approach to automate our internal application flows and deployments. The integration of Azure DevOps and the implementation of CI/CD pipelines considerably accelerated our updates, while enhancing reliability.

Paul
CIO of an accounting firm

What we appreciate most about IT Systèmes is the quality of the day-to-day relationship. The teams are always available, responsive and attentive to our needs, even when projects are not scheduled.

Michel
CISO for an accounting firm

FAQ

Do you have experience with accounting firms?

Yes, we support over 150 accounting firms throughout France. This experience has enabled us to develop in-depth knowledge of your business challenges, your peaks of activity and the software you use on a daily basis (Cegid, Pennylane, ACD, My Unisoft, Agiris, RCA, Silaé...).

Can you help us set up electronic invoicing and PDP?

Absolutely. The reform of electronic invoicing still raises many areas of uncertainty, particularly with regard to interconnections between PDPs. We can help you make the right choices, stay compliant, and anticipate with you the need toautomate and bypass interoperability problems to secure your financial and document flows.

Do you migrate accounting or EDM software?

Yes, we have recognized expertise in the migration of accounting software and EDM solutions. Our priority is to ensure a smooth, secure transition, with no disruption to your teams.

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Is it possible to automate certain tasks in our office?

Yes, we develop automation solutions adapted to your needs, such as synchronization between payroll and accounting software, employee onboarding/offboarding, automatic Z-ticket feedback, or integration with your customers' tools (banks, ERP, CRM, HR solutions). The aim is to reduce double entries, make data more reliable and save time.

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Do you help firms make better use of data and AI?

Yes, we set up interactive dashboards (Power BI) to monitor your customers' key indicators in real time and add value to your consulting assignments. We also integrateartificial intelligence bricks to anticipate trends (cash flow prediction, profitability, financing needs) and enrich your recommendations. In addition, we deploy Microsoft Copilot to help your staff be more productive on a daily basis: automated document drafting, financial report generation, data synthesis and assisted research directly in your usual tools (Outlook, Excel, Teams, Word).

How do you guarantee the security and compliance of our systems?

We deploy advanced cybersecurity tailored to law firms: strict identity and access management, 24/7 SOC supervision, outsourced backups, MFA, data encryption and disaster recovery planning. All while ensuring compliance with the RGPD and protecting your tax and social security data from any cyberthreats.

Do you offer support adapted to the constraints of accounting firms?

Yes, our support and facilities management teams are trained to deal with the challenges faced by law firms, and know how to handle peaks in activity (closings, tax periods). We offer proactive assistance, available during working hours (evenings and weekends if necessary), so that your teams can work with complete peace of mind.