💼 Professional servicesLaw firms, accountants, financial advisors, insurance agencies and consultants

Client data locked down.
Your team never slowed down.

Your clients trust you with their most sensitive information. We protect it, keep your people productive from anywhere, and make sure the tech is never the reason a deadline slips.

Get my free IT assessment → Call (319) 359-3355

What we handle

✓Microsoft 365 email, Teams and SharePoint set up and secured
✓Multi-factor authentication and phishing protection
✓Encrypted, tested backups of client files
✓Written security policies (WISP) and staff security training
✓Secure file sharing and e-signature workflows
✓Line-of-business apps: practice management, accounting, CRM

What gets in the way

IT built for professional services.

🔐

Confidential client data

Files, email and client portals protected with multi-factor sign-in, encryption and access that matches each person's role.

🏠

Work from anywhere

Secure remote access, managed laptops and Microsoft 365 set up so the office, home and the road all feel the same.

⏱

Deadlines don't wait

Tax season, closings, filings: proactive monitoring and a real person on the phone so problems are fixed before they cost billable hours.

ℹ️ Many firms have written-security and data-protection obligations (for example the FTC Safeguards Rule for tax and financial firms, or what your cyber insurance asks for). We help you put the technical safeguards in place and keep the paperwork current.

Where most professional services clients start