Assurance Providers

Assurance and accounting firms handle client financial data under independence and confidentiality standards, run a busy season staffing curve most businesses don't have to plan around, and need practice management visibility across engagements, offices, and reviewers. Generic Microsoft 365 configuration doesn't account for any of that by default.

Where we help assurance and accounting firms:

Engagement and client file management integrated with Microsoft 365, so workpapers and correspondence stay organized by engagement.

Security and access governance for client financial data, built to satisfy the confidentiality and independence standards assurance work requires.

Practice-wide Microsoft 365 tenant management across busy-season staffing swings and multi-office structures.

Power BI reporting for practice management, realization, utilization, and engagement profitability in one place instead of a spreadsheet rebuilt every quarter.

Migration and consolidation support for firms merging practices or moving off legacy on-premise systems.