Industries · Professional Services

IT for firms whose product is their judgment.

Accounting, legal, engineering, consulting and insurance firms run on documents, email and client trust. All three depend on technology that works and doesn't leak.

You bill for expertise, which means downtime is lost revenue and a confidentiality failure is a reputational problem long before it's a technical one. We manage the environment so neither becomes your concern.

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Who this is for

Accounting and tax firms
Law firms and legal practices
Engineering and architecture
Management and specialty consulting
Insurance agencies and brokerages
Financial and advisory offices

Typically 5–50 employees, often with hybrid or remote staff.

What's different here

The pressures are specific, so the IT should be too.

Professional-services work concentrates risk in a small number of places: a document store holding years of client material, a mail system where most sensitive information actually travels, and a staff of people who need access from an office, a home and a client site on the same day.

Add the seasonal or deadline-driven rhythm most firms run on — tax season, a filing date, a project milestone — and the cost of a bad IT week isn't evenly distributed across the year. It lands exactly when you can least absorb it.

What we handle

The eight things that matter most for a professional firm

Each one is a problem we see repeatedly in firms of 5–50 people, and what we do about it.

Protecting confidential information

The challenge

Client financials, legal matters and personal data sit across mailboxes, file shares and local machines — usually with broader access than anyone intended.

How we handle it

Access granted by role rather than inherited from whoever was set up first
Full-disk encryption on every device, enforced and verifiable
Sharing permissions reviewed so internal files don't have public links
Audit logging enabled so access to sensitive material is traceable
Independent backup of client data, separate from the platform holding it

Microsoft 365 configured properly

The challenge

Most firms are on Microsoft 365 and using maybe a third of the protection they're already paying for. The security settings are available; they're usually not enforced.

How we handle it

Multi-factor authentication enforced for everyone, including partners and principals
Conditional access limiting sign-ins from unmanaged devices and unexpected locations
SharePoint and OneDrive structured deliberately instead of grown organically
Mailbox rule and forwarding alerts — the earliest signal of a compromised account
License mix reviewed so you're not paying for tiers or departed staff

Secure remote and hybrid work

The challenge

Staff work from the office, home and client sites, often on the same day. Access has to be straightforward without becoming open.

How we handle it

Managed, encrypted laptops that behave identically wherever they connect
Secure remote access without exposing internal systems to the internet
Company data kept off personal devices, or contained where it can be removed
Support that reaches an employee at home as quickly as at a desk

Employee access and the lifecycle

The challenge

Firms with lateral hires, seasonal staff and contractors accumulate accounts. Access tends to be added and rarely removed.

How we handle it

Role templates so a new hire gets the right access on day one, not a copy of a colleague's
Seasonal and contract staff provisioned with an end date from the start
Same-day offboarding: sign-in blocked, sessions revoked, mobile data removed
Periodic access review, so permissions reflect current roles
A written record of what was granted and what was removed

Document sharing with clients

The challenge

Sensitive documents get emailed as attachments or sent through whatever tool a client prefers, which means the firm loses track of where material went.

How we handle it

A consistent, supported method for sharing files securely with clients
Links that expire and can be revoked, instead of permanent attachments
Large-file transfer that doesn't route around your controls
Guidance for staff that's short enough to actually be followed

Phishing, wire fraud and invoice fraud

The challenge

Firms that move client money or handle payment instructions are specifically targeted. The convincing attacks involve no malware at all — just a plausible email.

How we handle it

Advanced email filtering plus domain authentication so your name is harder to spoof
Alerting on the mailbox changes that typically precede a fraud attempt
A verification step for any change to payment or banking details
Short, practical training focused on the scenarios your staff actually see
A simple way to report a suspicious message and get a fast answer

Backup and continuity

The challenge

A lost matter file or a deleted mailbox during a deadline period is the kind of problem that becomes a client conversation.

How we handle it

Independent backup of Microsoft 365 or Google Workspace data
Daily verification, with periodic test restores rather than assumptions
Recovery expectations agreed in advance so nobody is guessing mid-incident
Retention aligned to how long your firm actually needs to keep material

Predictable support

The challenge

When a billable hour is interrupted, the cost is immediate. Hourly IT also makes your technology spend impossible to forecast.

How we handle it

Flat monthly cost covering support and management
A direct line to people who already know your applications and setup
Recurring problems fixed at the root rather than repeatedly patched
Quarterly review so hardware and license spend is planned, not discovered

Scope and limits

On compliance

Professional firms often carry obligations — client confidentiality rules, bar or licensing-body requirements, contractual security terms, cyber insurance conditions, and for accounting firms the IRS requirement for a written information security plan.

We can implement and maintain the technical controls those obligations usually depend on: enforced MFA, managed and encrypted devices, access control, logging, backup and documented offboarding. We can also tell you accurately what is and isn't in place when you're filling in a questionnaire.

What we don't do is claim expertise we haven't earned. We're not auditors, we don't certify against a framework, and we won't tell you a purchase makes you compliant. For formal attestation or legal interpretation, you want a specialist — and we'll work alongside one.

We describe technical controls, not legal or regulatory advice. For interpretation of an obligation that applies to your firm, talk to your counsel or your licensing body.

Common questions

What firms ask us first

Didn't find your question?

Ask it directly — you'll get a straight answer from someone who does the work.

contact@guardianitutah.com

Do you support our practice-management or line-of-business software?

We support the environment it runs in — the devices, operating systems, network, permissions, backups and connectivity it depends on — and we act as your technical contact with the vendor.

For application-specific questions inside the software, the vendor's support team knows it better than any generalist will. We open and manage those tickets so your staff isn't stuck in a queue, and we handle the infrastructure side of upgrades.

We handle sensitive client data. How is access controlled?

Access is granted by role rather than by copying an existing user, which is how firms end up with everyone able to see everything. Administrator rights are separated from day-to-day accounts, and we review permissions periodically.

Devices are encrypted, sign-in requires MFA, and audit logging is enabled so access to sensitive material is traceable rather than assumed.

Can you handle a busy season without extra lead time?

Yes, and the planning for it happens in the quiet months. We confirm before a deadline period that patching windows, hardware condition, license counts and backups are all in good shape rather than discovering a problem mid-season.

If you take on seasonal staff, we provision them from a template with an end date already set, so access doesn't linger after they leave.

Our staff work from home and client sites. Does that change anything?

It changes the approach but not the standard. A managed laptop is encrypted, patched and protected regardless of which network it's on, so there's no weaker tier of security for remote staff.

Remote access is provided without exposing internal systems directly to the internet, and support is remote-first so location doesn't affect response.

We have an IT person already. Is there still a fit?

Often, yes. Internal staff are valuable for the work that benefits from being in the building and knowing the clients. What's usually missing is the tooling and the scheduled discipline — endpoint management, patch compliance, backup verification, security monitoring and coverage when they're away.

We split the scope in writing so both sides know who owns what.

What does the free assessment actually give us?

A review of your Microsoft 365 or Google Workspace configuration, MFA coverage, device protection, backup status, patching, administrator access and onboarding and offboarding practices — followed by a short written summary of the gaps and what we'd address first.

It's a configuration and practices review, not a penetration test or a regulatory audit. It's useful whether or not you hire us.

Get a clear read on your firm's IT and security.

A free assessment covers your Microsoft 365 configuration, MFA coverage, device protection, backups and employee access — then tells you plainly what to fix first.

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(385) 270-4733Serving businesses throughout Utah.