Microsoft 365 set up the way an accounting firm needs it
Microsoft 365 is where most firms keep email, client files and calendars. Out of the box, it is also easy to leave wide open: no MFA, files shared with "anyone with the link", and former employees who still have a mailbox.
We set up and maintain Microsoft 365 for accounting firms with the security settings turned on and documented.
What is included
Every item below is part of the service, documented, and shows up on your monthly report where it applies.
- New tenant setup or migration from Google Workspace, GoDaddy or an old Exchange server
- MFA and conditional access for every user
- Email authentication (SPF, DKIM and DMARC) so no one can spoof your firm
- SharePoint and OneDrive structure for client folders with sensible permissions
- Retention and backup for mailboxes and files
- License review so you are not paying for seats nobody uses
Why it is different for an accounting firm
Stop the fake invoice email
Business email compromise targets firms that move money and handle W-2s. Proper DMARC and impersonation protection stop most of it before a staff member ever sees it.
Client files that stay private
We set sharing defaults so client documents go through your portal or secure links, never open links that anyone can forward.
Questions firms ask us
Can you move us off our old email provider?
Yes. We plan migrations for after tax season, move mail and files over a weekend, and stay on call Monday morning.
Do we need to back up Microsoft 365?
Yes. Microsoft keeps the service running, but recovering a deleted folder from last year or a mailbox from a former employee requires a separate backup.
Start with a conversation, not a contract
Tell us how your firm handles microsoft 365 today and we will tell you what we would change first. Or call 509-530-1411.