Bring the right expertise to your next project

Secure an environment, get more from your tools or simplify a process.

Accounting software you need to access remotely, a migration to plan, access controls to review or repetitive work to automate: we start with your needs to define a useful engagement.

Our accounting specialization keeps client files, tax deadlines and practice software in focus. We also support professional services firms and organizations facing similar challenges.

You can work with us on a project without subscribing to Solution 360. Specialized engagements are available in Québec and internationally, in French and English.

Focused projects for access, communications and data.

  • Microsoft 365 security audits.

    We assess your environment, report the gaps and prepare a remediation plan. You can then engage us to implement the agreed improvements.

  • Identity and access.

    We review access rules, apply Zero Trust principles and help users adopt stronger sign-in methods such as passkeys. We support users through the change and document it for the people responsible for your IT.

  • Email protection with Microsoft Defender for Office 365.

    We analyse email activity and usage to tailor protection against malicious messages and impersonation while reducing unnecessary blocking of legitimate mail. The engagement can help you make better use of protection already included in Microsoft 365 Business Premium and assess whether a third-party filter is needed.

  • Domain security and email deliverability.

    Is legitimate mail landing in junk folders, or does your domain need stronger protection? An audit, report and targeted corrections address sender authentication and secure email exchange. We examine SPF, DKIM and DMARC, along with needs involving MTA-STS, TLS-RPT and BIMI.

  • SharePoint and Teams governance.

    Choosing a Teams team, a SharePoint site or a document library, organizing files and deciding who can access what: we design a structure around your working practices. A permissions matrix, Entra groups and user training support its implementation. Our architecture designed for accounting firms provides an adaptable starting point.

  • Support for Québec's Law 25.

    We help organize technical measures and management practices that support your compliance efforts: data access, staff onboarding and offboarding, backups and action tracking. For firms using Karbon, we also offer task templates to organize this follow-up, alongside the organizational responsibilities and legal reviews required.

  • Other protection needs.

    Backup and data recovery, password managers, security awareness and phishing simulations can be delivered as focused engagements.

  • Incident response.

    We assess and respond to situations within an agreed engagement. If highly specialized expertise is needed (for example, in-depth digital investigation, complex data recovery or negotiation during a cyberattack), we can refer you to a specialist. Penetration testing and red teaming can also be referred to specialists in our network.

Discuss a security or governance need

Prepare devices and teams to work effectively.

  • Intune deployment and configuration.

    We set up or improve device management with Intune around your configuration, compliance and security needs. The engagement includes the agreed settings and documentation to help your team use them.

  • Windows Autopilot and direct delivery.

    We prepare compatible devices for enrolment in your environment. They can be shipped directly to users and receive your organization's configurations when they first sign in.

  • Hardware advice and supply.

    Laptops, desktops, servers and accessories: we advise on selection, supply equipment through our distributors, then configure and deploy it.

Discuss a deployment

For ongoing IT and cybersecurity management in Québec, explore Solution 360.

Get more from your tools and put information where it is needed.

  • Business processes and practice tools.

    You use Karbon, QuickBooks Online, Dext, Xero, Zoho or another application, but some steps still take too much effort. We analyse how you work and recommend improvements to processes, configuration, implementation or integration. We explain the expected benefits, constraints and risks of the options. This analysis can also cover employee onboarding and offboarding within your organization.

  • Automation built around your organization.

    Power Automate and n8n are our preferred tools; we also work with Make and Zapier. Client onboarding, data updates, approvals, request assignment and notifications are examples. We first help you decide what is worth automating, whether it is a recurring workflow or a one-time data preparation task.

  • System integrations.

    We configure, review or build data exchanges between applications, including Karbon, QuickBooks Online, Dext and Xero. Your software's interfaces, or APIs, open up possibilities to assess based on the data and operations they make available.

  • Custom Power Automate connectors.

    When no native connector meets your needs, we can create one for your requirements. A QuickBooks connector developed for a specific engagement enabled the organization to keep using Power Automate within its existing Microsoft 365 environment, without adding another automation platform.

  • Management data and dashboards.

    Active engagements, progress and team workloads: we can organize the information needed to manage your firm. This may involve extracting and reshaping data from Karbon Intelligence, built on Snowflake, or creating a Power BI dashboard around a specific question.

  • AI agents and Copilot.

    We design agents that use your information and interact with multiple systems to assist a process: summarizing a file, identifying missing documents or preparing an action. Their role, access and required approvals are defined with you. Needs involving Copilot Studio or MCP connections can also be explored.

  • Microsoft licences and subscriptions.

    We compare the licences you pay for with the features you use, your security needs and renewal commitments. We examine overlapping licences, applications with similar functions, commitment periods and billing frequency. You receive recommendations for consolidation and adjustments based on actual usage, while retaining the capabilities your organization needs.

Discuss a process to improve

Adapt your environment to the way your firm needs to work.

  • Karbon: implementation, migration, guidance and training.

    We help you set up the platform, bring over your data and develop your team's working practices. Nebiatek is listed in the Karbon Certified Experts directory.

  • Accounting system migrations and data preparation.

    Moving from Xero to QuickBooks Online (QBO), changing practice software or leaving Zoho: we prepare data, map it between systems and define migration checks. We assess API and import options, then recommend process changes where the new system works differently.

  • Google Workspace to Microsoft 365.

    We organize mailbox and Google Drive file migrations. Transfer, cutover and verification are planned around your operations to minimize disruption.

  • Cloud infrastructure (Azure).

    We design and deploy architectures to host databases, websites, servers and centralized storage. Access, protection and your applications' file-sharing needs guide the infrastructure choices.

  • Cloud applications and desktops (Azure Virtual Desktop).

    We have deployed AVD environments to replace accounting firms' local infrastructure and support overseas teams. Different groups can use individual RemoteApp applications or a full Windows desktop. Capacity can be adjusted for peak periods and working hours to better manage server consumption.

  • Office networks.

    We advise on, design, configure and deploy firewalls, switches and routers. Network segmentation, connection resilience, application traffic priorities and protection rules are tailored to your operations.

  • Teams Phone.

    We implement telephony, automated reception, call routing and call queues around the way you work.

  • Connectivity and cabling.

    We offer dedicated business fibre and dedicated connections to cloud providers through operators. For structured cabling and patch panels, we can connect you with trusted specialists.

Discuss a change to your systems

These examples draw on projects Nebiatek has carried out to address accounting firms' needs. The workflows have been adapted for illustration; each engagement is scoped to your context.

  • Access Taxprep remotely without keeping a server in the office

    The firm wants to keep its practice software and move away from local infrastructure. We can prepare access through Azure Virtual Desktop, for example as a RemoteApp application. Users can access the application remotely without connecting to the office network through a VPN.

    Taxprep, Caseware Desktop and DT Max are examples of applications whose access and file requirements can be assessed. The environment and licences are defined around the selected applications.

  • Give an overseas team a controlled working environment

    A full virtual desktop can bring together the applications and data the team needs. We configure access to favour working within the session and restrict transfers to personal devices. Staff access can be set up and removed remotely, reducing equipment-shipping logistics.

    Within one organization, a team in Québec can use a RemoteApp application while an overseas team uses a full desktop. Server schedules and capacity can change between tax season and quieter periods based on expected demand.

  • Open a client file without entering the same information everywhere

    A new client often means repeated exchanges and setup in several tools. Automation can reuse validated information, create a SharePoint folder structure from a template, create the client in Karbon and prepare document sharing.

    Tracking lists, emails and approvals can complete the workflow. Steps and sharing permissions are defined with the firm so information reaches the right place.

  • Prepare a file review before accepting a client

    An AI assistant can review the material provided and prepare a summary of the situation, gaps or missing documents, and a risk assessment of the file.

    This preparation helps the professional focus their review. Criteria are defined with the firm, which retains the client acceptance decision; missing information remains visible.

  • Bring requests and follow-up together

    An internal or external request received in a service mailbox can populate a list with links to the message and its attachments. With Power Automate, assignment updates the status and triggers an interactive Teams card. Once the work is completed, a notification can be sent automatically to the requester to confirm that their request has been processed.

These descriptions illustrate needs to scope with your organization.

Discuss a similar need
  1. Understand how you work.

    The need, tools, people involved and outcome you want.

  2. Assess the options.

    Integration possibilities, data quality, constraints, risks and process improvements. We explain the reasoning behind our recommendations.

  3. Define the engagement.

    Deliverables, responsibilities, costs, stages and checks. Access, agent approvals and third-party work are specified.

  4. Prepare what comes next.

    Training, documentation, handover to your team and follow-up arrangements are agreed according to the project.

We draw on our knowledge of Microsoft, automation, artificial intelligence, cybersecurity, business tools and processes to develop a response to your needs.

Don't see your project on this page? Let's talk. Our methods and knowledge can apply to other tools. Before committing, we assess what we can deliver, what needs exploration and which additional skills may be required.

For hardware, licences and connectivity, we work with vendors. Some work, such as cabling or penetration testing, can be referred to trusted specialists. Roles are defined in the proposal.

Tell us about your organization, what is holding you back and the outcome you want. You do not need to have chosen a solution already.

For ongoing IT management in Québec, explore Solution 360.

Already a client? Get support.