Deadlines don't move. Neither does your IT.
Accountancy and law firms work with confidential client data, fixed statutory deadlines and software that has to be available exactly when it matters most. We know what that takes, and what it costs when it fails.
What your weeks look like
These are the patterns we see at most of the firms we support.
- 01
Everything peaks at the same time
Filing deadlines mean the whole firm needs full speed in the same weeks. There is no room to discover a problem in March.
- 02
Client data is not something you take lightly
Confidentiality is a professional duty. You need to be able to show who opened which file, and from where.
- 03
Your software shapes your setup
Accounting and legal packages come with their own requirements. IT has to be built around them.
- 04
People work in three places
The office, at home and at the client. The same files, the same security, no shadow IT to fill the gaps.
Where IT becomes the bottleneck
Documents everywhere
Email attachments, local folders, a shared drive and a DMS. Four versions of the truth, and nobody knows which one was filed.
Access that grew organically
Permissions from years ago, still active. Former colleagues with a login. No log of who viewed what.
Performance in the busy season
Workstations that are fine in September and painful in March, usually because nobody measured the difference.
Calm during the busy periods
During filing season nobody can wait for a slow server or a frozen package. We plan maintenance outside those weeks and keep an eye on your software and integrations.
What we usually set up first
All solutionsOne workflow, from start to finish
How client documents move through a firm we support, from submission to archive, with access logged at every step.
- 1
Client submits documents
Through a secure portal instead of email attachments.
- 2
Secure intake
Documents are classified, named correctly and land in the right client file.
- 3
Processed in your own software
Your accounting or legal package stays the system of record.
- 4
Archived with a trail
Retention applied, access logged, recovery tested.
Technologies we work with in this sector
We work with the software your firm already relies on, and we tell you when an existing tool serves you better than something new.
Workplace & collaboration
- Microsoft 365
- SharePoint & Teams
- Intune device management
- Windows 11 baseline
Security & compliance
- Microsoft Entra ID
- MFA & conditional access
- Managed firewall
- Access logging
- Email security
Recovery & integration
- Microsoft 365 backup
- Server & file backup
- Tested restores
- API integrations
- Document flows
Questions from firms like yours
We work with the common accounting and legal packages and with their hosting or integration requirements. Where a vendor dictates the setup, we have that conversation with them, so you don't have to.
Yes. Access rights, logging, MFA and tested recovery are exactly what clients and insurers ask about. We set them up and document them, so you can show it on paper.
That depends on your profession and the type of document. Retention periods and professional conduct rules come from the legislator and your professional body, and we do not give legal advice on them. We make sure your retention policy applies those periods technically, with logged access and tested recovery.
It is a bad time to migrate and a good time to start the analysis. We plan real changes around your deadlines, never during them.
Managed IT scales with the size of the firm. A firm of ten people gets the same structure, in proportion in scope and price.
Talk to someone who knows your deadlines.
We go through your current environment and tell you what we would secure or simplify first.