Protect sensitive client data, standardize your tech stack, enable remote work, and automate the busywork—without slowing down your practice.
Email encryption, MFA, device hardening, secure file sharing, and log auditing aligned with IRS Publication 4557 and SOC 2 practices.
Golden images, patching, and policy-driven access with Microsoft 365/Entra ID to simplify onboarding and seasonal staffing.
AI automations for invoice/receipt capture, engagement letter intake, and document classification—so staff focus on high-value work.
Everything your practice needs—from secure endpoints to resilient backups and compliant collaboration.
We define Recovery Point Objective (how much data you can afford to lose) and Recovery Time Objective (how fast you must be back online), then design backups and failover to hit those targets—especially during tax season.
Get a Resiliency ReviewYes. We map practical controls—MFA, encryption, access reviews, backup testing, logging, and vendor risk—then document policies and provide evidence to support audits.
We configure SharePoint/OneDrive external sharing, link expiry, classification labels, and optional client portals—plus DLP to prevent accidental leaks.
Zero-touch provisioning, device compliance checks, and conditional access. We automate onboarding/offboarding so credentials and data remain under control.
We standardize installs, optimize network paths, and—where APIs exist—build light automations for intake, billing, and document handling.
