INDUSTRIES / PROFESSIONAL SERVICES
Financial Services playbook.
Banking back-office, accounting, tax prep, and advisory firms need defensible controls and clean audit trails.
AT A GLANCE
- 4 core services
- 10 supported platforms
- One operating model, tuned per shop
01 / 02
Common services we offer
The work that typically lands in scope when we start with a financial services business.
- 01
Hardened endpoints + MFA
Conditional access, device compliance, and phishing-resistant auth.
- 02
Audit trails & logging
Centralized log collection for SOC, FINRA, and IRS scrutiny.
- 03
Secure document portals
Client portals for tax docs, statements, and signed disclosures.
- 04
Workpaper & ledger automation
Bank feeds, reconciliation, and tie-out workflows.
02 / 02
Popular platforms we support
We work with the tools your team already runs — and we're vendor-honest about what fits.
- QuickBooks
- Xero
- Sage Intacct
- NetSuite
- CCH Axcess
- UltraTax
- Drake
- Lacerte
- Redtail
- Wealthbox
ALSO IN PROFESSIONAL SERVICES
Legal Services
Matter management, e-signature, and conflict-checking workflows for law firms, paralegals, and mediators.
Insurance
Quote-to-bind automations and document intake for health, auto, home, life, and commercial agencies.
Consulting
Lightweight ops stacks, client portals, and knowledge bases for management, strategy, HR, and ops consultancies.
Real Estate
Agent on/offboarding, MLS plumbing, and CRM glue for brokerages, property management, and appraisal firms.