Everything your professional services firm needs in one comprehensive package. Compliance-ready IT infrastructure, enterprise-grade security, and white-glove support designed specifically for accounting, law, architecture, and consulting firms.
Choose the tier that matches your firm size. All tiers include complete IT support with no hidden fees.
Flexible Contracts: Choose long-term contracts for stability or month-to-month agreements based on your firm's needs. We're here to support you the way that works best for your business.
Our Professional Services Technology Suite includes all the technology infrastructure, security, and support your firm needs to operate efficiently and compliantly.
Designed specifically for professional services firms that need enterprise-grade technology without enterprise-level complexity.
QuickBooks, Xero, and CCH integration. SOC 2 compliance support. Secure client portals. Tax season scalability.
Clio and MyCase support. Attorney-client privilege protection. Conflict checking systems. E-discovery readiness.
Autodesk and Revit optimization. Large file handling. CAD workstation support. Project collaboration tools.
Salesforce and HubSpot CRM support. Secure client collaboration. Proposal automation. Knowledge management.
Creative Cloud support. High-speed file transfer. Client proof systems. Project management tools.
SEC & FINRA compliance. Portfolio management systems. Client data protection. Email archiving.
Enhance your bundle with additional services tailored to your specific needs.
$500/month
Enhanced compliance reporting, audit support, and documentation for SEC, FINRA, SOC 2, or HIPAA
$750/month
Per location - Full IT support for satellite offices including onsite setup and dedicated support
Starting at $1,000
One-time setup for specialized or legacy software platforms
Everything: Complete IT infrastructure, enterprise security, compliance support, industry software integration, 24/7 support, and virtual CIO services. See the "What's Included" section above for full details.
We offer flexible contracts based on your firm's needs: choose long-term agreements (1-3 years) for price stability and planning, or month-to-month agreements for maximum flexibility. Both options include the same great service and support.
Simple: $100/user/month for everyone on your team. Add or remove users anytime as your firm grows or contracts. No tiers, no complicated pricing - just predictable costs that scale with your business.
Most firms are fully onboarded within 2-4 weeks depending on complexity. We provide a detailed onboarding plan and dedicated project manager.
Yes. We support QuickBooks, Clio, Autodesk, Salesforce, and 100+ other professional services platforms. If you use specialized software, we'll learn it to support your team effectively.
We support SEC, FINRA, SOC 2, HIPAA, and general professional services compliance requirements including data protection, email archiving, and audit readiness.
Yes. All tiers include onsite support when needed within the Denver metro area. Remote support is our primary method for faster response times.
Simply add more users at $100/user/month. Your services scale seamlessly - no tier upgrades needed, no service disruptions. We'll adjust your billing and ensure your infrastructure grows with you.
Schedule a consultation to discuss your firm's needs and see how our Professional Services Technology Suite can transform your technology operations.
Tell us about your firm and we'll provide a detailed proposal within 24 hours.
Denver, CO
Serving Greater Denver Metro