Work smarter. Stay compliant. Scale securely.
Microsoft 365 and Azure are the foundation of modern accounting firms, but only if they're configured correctly. We deploy, secure, and manage the Microsoft stack so your firm gets the benefits without the security and compliance risks of a misconfigured tenant.
Microsoft Solutions We Deploy
The full Microsoft stack, configured right.
Each product carefully deployed with the security, compliance, and performance settings CPA firms need.
Microsoft 365
Email (Exchange Online), Word, Excel, PowerPoint, Outlook, OneDrive, and Teams, configured with the security and compliance settings accounting firms need.
Azure Cloud Infrastructure
Virtual servers, storage, networking, and backup in the Microsoft cloud. Replace aging on-prem servers with scalable, geo-redundant infrastructure.
Azure Virtual Desktop (AVD)
Windows desktops delivered from the cloud. Perfect for firms with remote staff running CCH, Lacerte, or Drake. Full desktop experience from any device.
Microsoft Teams
Business chat, video meetings, file sharing, and client collaboration. Properly configured with external access controls so it's secure for CPA firm use.
SharePoint
Document management and intranet for organized file storage, version control, and controlled access. Client folders, templates, and workflows all in one place.
Entra ID (Azure AD)
Identity and access management with conditional access policies, MFA enforcement, and single sign-on. Your users log in once to reach the approved apps.
Intune Device Management
Mobile device management for laptops, phones, and tablets. Enforce encryption, remote wipe lost devices, and ensure only compliant devices access firm data.
Power BI
Business intelligence and dashboards. Turn your accounting practice management data into real-time visibility for partners and managers.
Microsoft Copilot
AI-powered assistance in Outlook, Word, Excel, and Teams. When deployed correctly with proper data governance, Copilot can save hours per week on routine tasks.
Exchange Online & Archiving
Enterprise-grade email with retention policies that meet IRS and FTC compliance requirements. Historical search, legal hold, and recovery built in.
Microsoft Defender
Endpoint and email threat protection integrated with the Microsoft security stack. Alerts and incidents visible in one place.
Information Protection & DLP
Classify and protect sensitive data with Microsoft Purview. Prevent accidental leaks of client information via email, USB, or file sharing.
“We had been using Microsoft 365 for years, but Tech Advisors pointed out that MFA wasn't enforced, our DLP was off, and half the compliance features we were paying for weren't even turned on. They reconfigured everything and our insurance premiums actually went down because we could now demonstrate proper controls.”
Questions & Answers
Microsoft Solutions: Common Questions
Because a default M365 tenant is not secure or compliant for a CPA firm. It ships with permissive defaults, no MFA enforced, no conditional access, no data loss prevention, and no proper backup. Making M365 actually safe and compliant requires configuring dozens of settings across Exchange, SharePoint, Teams, Entra ID, and Defender. We do all of that, and we keep it properly configured as Microsoft changes things over time.
For most accounting firms, Azure is now the better choice: lower total cost of ownership, better security, easier remote work, no hardware refresh cycles. The exception is firms with very specific requirements or those running software that doesn't cloud-host well. We do real cost analysis during the free assessment rather than pushing you toward cloud just because it's trendy.
Azure Virtual Desktop (AVD) is a great fit for CPA firms running CCH Axcess, Thomson Reuters, Lacerte, Drake, or other desktop-based tax software, especially if you have remote staff or want to retire on-prem servers. Users get a full Windows desktop from any device, with all your software and files. Performance tuning is critical (tax software can be picky), and we've deployed AVD for several firms with great results.
Potentially significant time, but only with proper setup. Copilot is excellent at drafting emails, summarizing meetings, formatting Excel data, and writing Word docs. But it needs to be deployed with proper data governance, licensing, and user training. We help firms roll out Copilot the right way, usually starting with a pilot group to prove value before firm-wide deployment.
Entra ID is the foundation of modern Microsoft security. It lets us require MFA on logins, block logins from suspicious locations, require healthy devices (via Intune compliance), and provide single sign-on across approved apps. Conditional access policies in Entra are what make M365 actually secure for firms handling sensitive client data.
Depends on what you want to do. For basic email and Office apps, Business Standard ($12/user/month) works. For security and compliance features (conditional access, DLP, Intune, advanced threat protection), Business Premium ($22/user/month) is usually the right fit. For the most advanced features (Defender for Endpoint Plan 2, Copilot, E5 Compliance), you need specific add-ons. We help you pick licensing that matches your actual needs without overspending.
Yes, migrations to Microsoft 365 are a common project. We migrate mail, contacts, calendars, files, and Teams data with tested tools. Most migrations happen over a weekend with minimal user disruption. Planning and prep is critical; the actual cutover is smooth when done right.
M365 health check
Is your Microsoft 365 actually secure?
Our free M365 assessment reviews your tenant configuration, security settings, license utilization, and compliance posture. You'll see exactly what's right, what's wrong, and what to fix.
Free M365 Assessment
We'll audit your Microsoft 365 tenant and identify gaps.
Microsoft Solutions
Your Microsoft stack, done right.
M365, Azure, Teams, SharePoint, Entra, Intune, all configured for CPA firm security and compliance.