Information protection
Review identity, permissions and external sharing around client work.
Professional Services
IT services for professional services firms need to protect confidential client work without slowing down the people doing it. Umbrella Tech helps law, accounting, consulting and advisory firms secure Microsoft 365 and identity, organise client information in SharePoint, and automate routine handling with approval controls. Client data is better protected, and day-to-day work takes less administration.
The problem
The challenge we help you address
Broad file access, email-based approvals and inconsistent document ownership increase both risk and administration. Firms hold sensitive client records, move money on client instructions and share files with clients and other advisers every day. Improvements have to support the way professionals find, review and share information, or people work around them.
The outcome
What the engagement should deliver
An information environment that is easier to manage, with access matched to matters and clients, and less avoidable manual work. Security and governance decisions are connected with the business processes they protect, and your team receives documentation it can maintain.
How we can help
Collaboration
Organise SharePoint and Microsoft 365 content by client or matter, with accountable owners.
Email and payment security
Reduce the risk of business email compromise and fraudulent payment instructions.
AI readiness
Tidy permissions and information before Microsoft 365 Copilot or other AI tools can surface it.
Workflow improvement
Connect suitable systems and automate repetitive handling with approval controls.
Regulatory and security context
Many firms are covered by the Privacy Act 1988 (Cth), including the Notifiable Data Breaches scheme, and clients increasingly ask for evidence of security controls before engaging. Law firm cyber security often centres on settlement and trust payments, confidentiality and records retention. IT support for accounting firms needs to protect tax and financial records and the accounts used to lodge them. We map your controls to the framework that suits your firm and its clients, such as the Essential Eight or ISO/IEC 27001, the international standard for information security management.
See Microsoft 365 Security and Microsoft 365 Copilot for the related services, and Governance & Compliance for framework work.
Frequently asked questions
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What IT services does Umbrella Tech provide for professional services firms?
We secure identity and Microsoft 365, structure client information in SharePoint, prepare firms for AI tools and automate routine handling. Work is delivered as defined projects alongside your internal team or existing provider.
Who is it for?
Law firms, accounting and advisory practices, consultancies and other firms that hold confidential client information. It suits firms whose clients or insurers are asking harder questions about security.
Do law firms and accounting firms need different designs?
Their applications, confidentiality needs and workflows can differ. We assess the firm's actual requirements rather than applying one configuration to every professional services business.
What outcomes should a project deliver?
Access matched to clients and matters, fewer manual approval steps and clear evidence of the controls in place. You should also have a short list of remaining risks with owners and next steps.
Protect client work without slowing it
Tell us how your firm stores and shares client information, and what your clients or insurers expect. We will suggest a practical starting point.