An accounting firm holds tax file numbers, bank and payroll data, and the financial records of every client it serves. Adeo gives the managing partner an independent, written read on the controls, backups and MSP governance behind that custody — evidence the firm can put in front of an insurer, a client or the partners’ meeting.
Measured againstACSC Essential Eight · APES 110 · TPB Code of Professional Conduct · APP 11 · AUSTRAC AML/CTF · your insurer’s control set
Confidentiality under APES 110 — and the TPB Code for registered practitioners — sits with the firm, whatever the service agreement with the MSP says. Where a breach lands, it is the firm that answers to its clients, whoever runs the systems.
Cyber and PI insurers increasingly ask for the export, the log and the dated restore test, and an answer given at renewal can be tested at claim time. The answers are the firm’s to sign; Adeo produces the record behind them.
Client-to-agent linking and client verification exist because criminals impersonate agents and their clients. The firm’s side of that — who holds the practice’s ATO credentials, MFA on the practice systems, access removed the day someone leaves — is now part of its clients’ tax security.
Since 1 July 2026, a firm that provides a designated service — helping to form or restructure a company or trust, acting in a property transaction, holding client money in a transaction — is an AML/CTF reporting entity for that work. The due-diligence records sit in systems a provider runs; the obligation stays with the firm.
Copilot in partner mailboxes, ChatGPT for client briefings, AI features inside the practice-management and ledger platforms. The firm needs to know what is in use and what client data it touches before a client or the professional body asks.
Full engagement details live on the Services page. Every proposal is written in advance; scope, fees and any continuing commitment are agreed in writing before work begins.
On a first engagement with a firm of 20 to 100 staff, the work is built to surface defects of a shape self-assessment rarely catches. For example:
The output is a written report a managing partner can table with the partners, with the MSP section forwardable to the account manager without an edit and the evidence kept for the next renewal.
That limits what we can earn: no vendor commission, no referral fee, no resale margin, in either direction. The advice answers to you alone.
Email contact@adeo.au. We reply within one business day.
Start a Conversation →