Accountancy Insurance raises above the norm with ISO 27001 certification
Accountancy Insurance is a leader in protection for accounting professionals, assisting thousands of accounting firms with tax audit insurance, professional indemnity, management liability and cyber insurance across Australia, New Zealand and Canada.The business takes the risk and the hassle out of government-initiated tax audits - freeing Australian accounting firms to offer better service to their clients and look out for their financial well-being. Their success relies on clients having absolute confidence that their confidential financial data is being handled securely and responsibly.
The Challenge
Accountancy Insurance knew that ISO 27001 is a powerful tool for establishing and maintaining good security practices in their business. As an organisation with a global footprint, they’ve recognised the need to prioritise ISO 27001 certification to endorse its global excellence and demonstrate that its most valuable assets and information are protected effectively.
“We decided to pursue ISO 27001 certification as a testament to our unwavering commitment to information security and privacy. ISO 27001 certification empowers us to safeguard sensitive data, bolster customer trust, and fortify our organisation against potential cyber threats.”
Chief Executive Officer, Accountancy Insurance
To meet this challenge, Accountancy Insurance began their ISO 27001 journey as many organisations do – they collaborated with local consultants who tackled their certification process manually, using spreadsheets and templated documents. Roman Kaczynski, CEO at Accountancy Insurance, had clear memories of the unnecessary strain that plagues the traditional compliance process.
“We had many attempts with consultants and agencies who used the traditional document-based approach, which was not only overwhelming but also appeared as a side-line activity.”
Chief Executive Officer, Accountancy Insurance
After approaching ISO 27001 the hard way, they began exploring more efficient and more sustainable solutions to meet the standard’s requirements.
The Solution
The appeal of investing in a reliable platform that would help their team work smarter, not harder, became increasingly attractive, and they decided to sign with ISMS.online.
“Several compelling factors drove our decision to use ISMS.online. Firstly, we were impressed by its straightforward and efficient GRC capabilities, making it stand out as the best tool we’ve encountered. The user experience is top-notch, making it incredibly user-friendly for our team.”
Chief Executive Officer, Accountancy Insurance
Accountancy Insurance quickly got to grips with ISMS.online, finding the interface easy to navigate and the Virtual Coach invaluable for context-specific guidance on where to take action. They also found the integration with Microsoft SharePoint perfect for automating compliance and gathering of evidence.
“The framework’s well-thought-out design is a key highlight, allowing us to keep our information well-organised in an online portal and keep them interlinked. This seamless integration ensures a smooth data flow, enhancing our overall information security management.”
Chief Executive Officer, Accountancy Insurance
Our platform helped Accountancy Insurance operationalise the processes, policies and controls by lifting the heavy amounts of manual work from their team. It significantly reduced the time commitment required to prepare for ISO 27001 certification. This dynamic approach to managing assets in one shared workspace made achieving security best practices much easier for Accountancy Insurance.
The Result
Accountancy Insurance enjoyed a very successful Stage 2 Audit and achieved their ISO 27001 certification with outstanding feedback. The team was well-prepared, and the audit was conducted smoothly.
“During external audits, ISMS.online has been a real game-changer. It simplifies finding and accessing information, saving us valuable time and effort. As a result, we can confidently showcase our compliance efforts, reassuring auditors about the effectiveness of our information security measures.”
Chief Executive Officer, Accountancy Insurance
Compliance is no longer an uphill battle for Accountancy Insurance now that they have a secure and sustainable system in place. ISMS.online has become an essential part of their tool stack, enabling information security management to be ingrained in the organisation rather than simply a tick-box exercise.
“ISMS.online has transformed the way we handle compliance. Its user-friendliness, thoughtful design, and effortless navigation have become indispensable for effectively managing our information security and governance needs.”
Chief Executive Officer, Accountancy Insurance
What’s Next?
Accountancy Insurance are looking to build on their ISO 27001 achievements by extending the platform to manage general business and financial compliance obligations across the organisation.
“We are looking to expand our usage of ISMS.online to manage general business and financial compliance obligations. Shifting from laborious and painstaking Excel and Word document-based processes to online portal-based.”
Chief Executive Officer, Accountancy Insurance
Besides the ongoing management of their ISO 27001 certification, Accountancy Insurance can easily plug ISMS.online into other areas of information security, increasing their focus and due diligence around operational resilience.
If you would like results like this, contact us today to see how we can help your business.

Based
Australia
Company Size
51-200
Industry
Accountancy
Compliance Frameworks
ISO 27001
ISO 27001 success
Achieved ISO 27001 certification with outstanding feedback
Streamlined compliance
Simplified in-house compliance management and reduced time taken to certification
Trust and confidence
Demonstrates trust and strong security measures to their customers and prospects with ISO 27001 certification
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