Follow us :
Industry

IT for Accounting Firms (Mali Müşavir)

Last reviewed:

Turkish accounting firms (mali müşavir, SMMM) handle dozens or hundreds of client books — each with distinct KVKK obligations, e-defter / e-fatura mandates, and a need for strict data segmentation. We design IT around multi-client confidentiality and operational efficiency.

Atop Luca/Mikro

Accounting software preserved; we layer M365 + security.

Multi-Client Segmentation

SharePoint structure with information barriers between clients.

KVKK Posture

Each client file under appropriate KVKK lawful basis and retention.

e-Defter Retention

Long-term immutable storage aligned to GİB requirements.

What's different about accounting firms

  • Multi-client confidentiality — each client's data must be isolated from other clients.
  • E-defter / e-fatura / e-arşiv mandates — operational reality, GİB integrator required.
  • Long retention — accounting records often 10+ years.
  • Seasonal load — quarterly / annual filing periods spike workload.
  • Many staff handling many clients — access control granularity matters.
  • KVKK — client and end-customer personal data, both layers in scope.

Frequently chosen with this service

Licenses commonly selected on the same project — each product page has comparisons, FAQ and a quote/cart.

Frequently Asked Questions

Multi-client data segmentation — how?

SharePoint architecture: one site collection per client (or per client tier), with Entra security groups controlling membership. Information barriers prevent cross-client information sharing. Sensitivity Labels mark each client's data as "Confidential — Client X".

E-defter long retention?

GİB requires e-defter retention for the legal period. We deploy Acronis with immutable storage covering the full window, indexed for quick retrieval during audit.

How do interns and junior staff get appropriate access?

Entra groups define role-based access. Junior staff see only their assigned clients. Senior staff see broader sets. Partner-level sees all. Audit log records every access for compliance.

What about the firm's own books and client invoicing?

Handled the same way as any other professional services firm — your internal accounting (often the same Luca/Mikro install or a separate tenant) sits alongside client work, with role-based access.

How Xen Bilişim delivers IT for Accounting Firms (Mali Müşavir)

  1. 1. Discovery: Stakeholder interviews, current-state inventory, compliance review and risk mapping; deliverable: written discovery report.
  2. 2. Plan: Target architecture, SKU/licence selection, migration plan and SLA scope documented; quote signed.
  3. 3. Implement: Phased rollout with pilot → full deployment; user training and runbook delivered; KVKK/ISO compliance evidence collected.
  4. 4. Operate: Continuous monitoring, quarterly health-checks, incident response and roadmap reviews — under MSP retainer or project-end transfer.

Typical end-to-end timeline: 4-6 weeks (varies by scope).

Get a free preliminary assessment for IT for Accounting Firms (Mali Müşavir)