Client data living in someone's personal cloud
Dropbox personal, Google Drive consumer, OneDrive personal — outside firm control, outside audit logging.
INDUSTRY · PROFESSIONAL SERVICES
IT for insurance, architecture, consulting, and other professional-services firms.
Knowledge-work businesses run on documents, email, and client data. We secure those three things, keep them recoverable, and make sure your team can work as cleanly from a laptop on a plane as from the office.
Your product is your files, your email, and your clients' trust.
In a professional services firm, the technology isn't a cost center — it's the medium through which you deliver. A slow document workflow, a compromised email account, or a data-loss incident doesn't just slow you down; it hits the trust that clients pay for. The IT priorities are specific: document security, file access from anywhere, email deliverability, backup of irreplaceable work product, and identity protection.
Patterns we see in firms under 200 people.
Email that stops arriving at client inboxes
SPF/DKIM/DMARC not set. Clients start calling because your replies are in their spam folder.
No formal offboarding
Former consultants, project coordinators, or contractors still have access to client folders they shouldn't.
Shared-drive sprawl
One shared drive with 20 years of project history, no folder structure, no retention policy, no one owns it.
Backup that hasn't been tested
When a partner's laptop fails, everyone discovers the consumer cloud backup only held 30 days of work product.
A professional-services firm IT baseline.
The services most relevant to professional services businesses:
Microsoft 365 Consulting
Licensing sized for knowledge work, SharePoint document libraries, Teams for client collaboration, external sharing locked down.
View service →Cybersecurity & Threat Protection
MFA, email security, endpoint protection, phishing simulations, dark-web monitoring — the trust layer.
View service →Cloud Backup & Disaster Recovery
Tested backup of M365, endpoints, and any on-prem file servers. Your work product is irreplaceable.
View service →Managed IT Services
Senior-engineer help desk, mobile device management, consistent onboarding/offboarding.
View service →Business Wi-Fi & Networking
Office Wi-Fi that works for 50 laptops in a conference room, guest Wi-Fi isolated from client data.
View service →VoIP Business Phone Systems
One business number that follows you — desk, mobile, home office. SMS from your firm number, not personal.
View service →Frequently asked questions
How do you protect client confidentiality?
Role-based access to client folders, MFA on every account, encrypted email options, and logged support sessions. We don't access client data unless a specific support request requires it.
Can you support a remote-first firm?
Yes. Many of our clients are hybrid or remote-first. Zero-trust access, secured endpoints, and a real help desk across time zones.
Do you support Macs?
Yes — many professional services firms are Mac-heavy. Intune + Apple Business Manager or Jamf where appropriate.
Cyber insurance is asking for specific controls — can you help?
Yes. We help clients answer carrier questionnaires accurately and implement the controls carriers increasingly require (MFA, EDR, immutable backups, incident response plan).
Are you a law firm or CPA specialist?
We support professional-services firms broadly. For law firms and CPA / accounting practices, see our dedicated industry pages for privilege, Safeguards, and tax-season specifics.
Secure your firm's work without making your team hate their laptops.
A free firm IT review covers document security, email deliverability, backup, offboarding, and the controls cyber insurers commonly ask about. One-week turnaround.