Client data is your reputation. One leaked return, one misrouted engagement letter, one compromised mailbox, and a decade of trust is gone. We build the quiet, boring, reliable infrastructure that lets you stay on billable work.
Stop impersonation at the door. Proper SPF, DKIM, and DMARC alignment plus business email compromise protection closes the top attack vector against advisory firms.
SharePoint or Google Drive client workspaces with least-privilege access, so nobody is replying all with a tax return attached.
DLP rules that flag outbound mail carrying SSNs, financial account numbers, or client-confidential patterns. Microsoft 365 and Google Workspace both support it.
QuickBooks, Drake, CCH, Lacerte, or a cloud platform. We support the end-user experience, not just the infrastructure underneath it.
Secure remote access without dragging everyone through a traditional VPN. Cloud-native workflows for firms running half in the office and half at home.
Insurers now ask detailed questions about MFA, backup, and endpoint protection. We help you answer them truthfully and in the affirmative.
An attacker takes over one partner's mailbox through a stolen password with no MFA, sets silent forwarding rules, then impersonates the partner to redirect a client wire.
MFA, DMARC, and out-of-band verification close this.
Ransomware crews time attacks for filing season, when downtime costs the most. A partial outage during filing week is leverage, and they price ransoms accordingly.
Immutable backups, EDR, and patch discipline close this.
An attacker finds a published vendor relationship through filings or invoice patterns, then impersonates that vendor to request a payment redirect.
External-sender banners and verification workflows close this.
What drives the number: headcount, application complexity, how much on-premises server footprint is left, and your regulatory overhead. You get a specific quote after a 15-minute discovery call, with the assumptions written out. Rates and inclusions for the underlying service are on Managed IT Services.
We review your email security, file-sharing practices, and backup posture, then hand you a prioritized action list you keep either way.