IT and web services for professional services firms
Your clients hand you their financials, their contracts and their identity documents. The technology holding all of that has to be dependable and it has to look the part, because both are part of what they are buying.
- Accountants and bookkeepers
- Law firms and conveyancers
- Mortgage and finance brokers
- Consultants and advisers
- Real estate agencies
- Architects and engineers
What we hear
The problems that bring people in this industry to us
The website has to carry credibility on its own
A prospective client compares three firms on a Tuesday night before they ring any of them. The site is doing the selling in that moment, and a dated one costs you the enquiry before you know it existed.
Email fraud targets you specifically
Firms that move money or send invoices are the standing target for impersonation. Fake payment redirection emails that appear to come from your address are common, and the DNS records that block them are missing from most small firms.
Client documents get handled loosely
Tax files, contracts and identity documents ending up in personal inboxes or on staff laptops is normal in firms that never had anyone set the file storage up properly. Under the Privacy Act, how you handle that information is your responsibility.
Calls cannot go unanswered
A client ringing about a settlement date or a deadline expects a person. Calls landing on one busy mobile and dropping into voicemail loses work and, more expensively, loses confidence.
Seasonal load is real
End of financial year, settlement periods and reporting deadlines all concentrate the work. Systems that cope in March and buckle in June are not coping.
What usually fixes it
The setup that tends to suit professional services
Most firms we work with in this space end up with a similar shape. Not because we sell a package, but because the same problems keep producing the same answers.
- Website design & developmentA site that reads as established: clear service pages, real people with real photos, and a way to book an appointment rather than a contact form that goes nowhere.
- Microsoft 365 setup & supportEmail on your own domain with impersonation blocked at the DNS level, client files in structured SharePoint folders instead of personal desktops, and multi-factor authentication enforced across the firm.
- Business phone numbers & systemsOne firm number that rings the right people in the right order, with voicemail landing in a monitored inbox and after-hours behaviour that suits your deadlines.
- SEO & digital marketingRanking for the searches that carry intent, which for most firms is a service plus a suburb, and a Google Business Profile with reviews on it.
- IT supportNew staff productive on day one, departures closed off the day they leave, and backups you have actually seen restore.
Why one supplier
Why this is easier from one team
The reason this works better from one supplier is boring and practical. When a new accountant starts on Monday, they need a laptop, an email address, access to the right client folders and a phone extension. From one team that is a single request answered before they arrive. From four suppliers it is four tickets, and the one everyone forgets is the access removal when they eventually leave.
The same applies when something goes wrong. A client says an invoice from you went to their junk folder. That is an email authentication question, a domain question and possibly a hosting question at once. We can look at all three in one sitting instead of arranging a conversation between three companies who each say the problem is somebody else's.
Common questions
Can you work around our practice management software?
Yes. Most firms run something specific to their profession, and we treat it as a fixed point. We make the email, files, devices and network work with it rather than asking you to change it.
How do you handle client confidentiality?
Access is limited to what a job requires, work is logged, and we can sign a confidentiality agreement. We will also tell you plainly where your current setup is exposing client information, which is often the more useful conversation.
We are a two-person firm. Is this overkill?
No. A two-person firm handling client financials carries the same obligations as a twenty-person one. The setup is just smaller and cheaper.
Can you stop people impersonating our email address?
Largely, yes. Properly configured SPF, DKIM and DMARC records make it very difficult for someone to send mail that appears to come from your domain. It is an afternoon of work and most firms have never had it done.
Work in professional services?
Tell us what you have now. We will point out what is exposed, what is costing you enquiries, and what we would fix first.