Professional and financial services firms need three things from IT: applications that stay available through month-end and tax season, client information that stays confidential, and email that cannot be turned into a fraud instrument. IntelliSuite delivers all three under one managed agreement, with a 24/7/365 U.S.-based help desk and Microsoft 365 expertise at its center.
We have upgraded and stabilized the Citrix environment behind a geographically distributed CPA firm, designed desktop delivery for 10,000 users at a top-ten U.S. property and casualty insurer, and consolidated twelve legacy application farms for a multi-location enterprise that grows by acquisition. Different firms, same underlying requirement: people need their applications, wherever they are working today.
Microsoft 365 Done Properly
Migration, tenant hardening, and a licensing assessment that usually finds you are paying for seats and SKUs you do not use.
Microsoft 365 services →Email Fraud Defense
Identity threat detection that catches account takeover and business email compromise before a wire leaves.
Insurance Renewal Coming?
We will assess your posture against what carriers now require and give you the evidence to answer honestly.
Request an assessment →Nobody is breaking into your firm. They are logging in.
The attack that costs professional services firms real money is not a dramatic network intrusion. It is a stolen session token or a credential from a reused password, followed by weeks of quiet mailbox reading, a forwarding rule nobody notices, and eventually a payment instruction that looks exactly like the ones your client always sends.
Multi-factor authentication alone does not stop this, because token theft bypasses it. What catches it is behavioral detection on the identity itself.
- Identity threat detection and response for Microsoft 365, flagging account takeover and token theft in real time
- Automatic remediation of compromised sessions, malicious mailbox rules, and rogue app registrations
- Dark web monitoring so you learn about exposed credentials before an attacker uses them
- Forensic reporting to support compliance and cyber-insurance requirements
- End-user training aimed at the payment-change request, which is where the loss occurs
Services for Firms That Bill by the Hour
Microsoft 365 and Licensing
- Migration from on-premises Exchange or another tenant
- Tenant hardening, conditional access, and secure defaults
- Tenant and licensing assessments to cut spend on unused seats and duplicate SKUs
- SharePoint and OneDrive structure that matches how a client engagement actually works
- Teams Phone to retire an aging PBX and consolidate carriers
- Copilot readiness and AI governance, including who may put client data into a model
Identity, Email, and Endpoint Security
- Identity threat detection and response against account takeover and BEC
- Endpoint detection and response with managed detection and response
- Firewall monitoring and management
- Dark web credential monitoring
- Penetration testing and vulnerability assessments
- Security awareness training focused on wire and payment fraud
Remote, Hybrid, and Multi-Office Access
- Azure Virtual Desktop and Citrix published desktops and applications
- Multi-monitor support for the people who genuinely need four screens
- Line-of-business application delivery — tax, practice management, document management
- Secure access for staff working from a client site or a second home
- Multi-site networking and office consolidation after an acquisition
- Private cloud hosting in a Tier 4 data center
Continuity and Audit Evidence
- Cloud and air-gapped backup with daily verification
- Quarterly test restores with documented results
- Disaster recovery that is implemented, not merely designed
- vCIO and vCISO leadership for firms without an internal technology executive
- Security practices built around the controls regulators and cyber-insurers most often ask for
- Documentation and reporting your auditors and carriers ask for
Work in Professional and Financial Services
A Distributed CPA Firm
The firm's internal Citrix specialist had left, the environment had drifted well out of line with leading practices, and accountants were losing time to slow logins and applications that would not launch.
- Migrated from XenApp 7.9 to 7.15 LTSR CU2 on Windows Server 2016
- NetScaler firmware brought to 12.0 with fault-tolerant failover
- Dual-monitor configurations the accountants relied on made to work properly
- Disaster recovery actually implemented, not just designed on paper
- Identified single points of failure eliminated
A Top 10 U.S. Insurer
A property and casualty carrier needed fast, secure application access for newly acquired U.S. businesses, offshore staff, and business partners.
- Designed for 10,000 end users across U.S. and India locations
- Two active-active sites across two data centers
- Single access URL load balanced with global server load balancing
- Desktop provisioning automated — new desktops in minutes
- Centralized hosted desktops tightened client-data security
A Firm That Grows by Acquisition
A multi-location enterprise supporting 5,000 users needed to absorb acquisitions and office relocations without interrupting business.
- 5,000 users migrated off legacy platforms
- Twelve older application farms consolidated into one environment
- An entire office relocation completed over a single weekend
- Zero business downtime the following week
- IT costs reduced through infrastructure consolidation
Your Calendar Is Not Generic, So Our Support Should Not Be Either
Peak Season Readiness
Tax season, quarter close, audit season, renewal season. We plan maintenance, capacity, and staffing around your peaks instead of scheduling a reboot the week everything is due.
Client Confidentiality
Access controls, document security, and audit logging built on the assumption that a breach of client files is an existential event for a professional firm, not an IT inconvenience.
Evidence on Demand
Insurance applications, client security questionnaires, and audit requests all want proof of MFA, EDR, backup testing, and training. We keep that documentation current so you are not reconstructing it under deadline.
“Partnering with IntelliSuite has kept our business on the leading edge of technology and security trends — they excel at collaborating with and enhancing our internal IT.”
Serving firms from our Chicago and Schaumburg and Louisville and Lexington offices, and nationwide. Healthcare organizations should see our healthcare IT page.
Proud to Partner With
Frequently Asked Questions
How do you protect our firm against business email compromise and wire fraud?
With behavioral identity threat detection and response for Microsoft 365, which flags account takeover, token theft, and business email compromise attempts in real time and can automatically remediate compromised sessions, mailbox rules, and app registrations. This matters because token theft bypasses multi-factor authentication — MFA alone is no longer sufficient. We pair it with dark web credential monitoring and training aimed specifically at payment-change requests.
Can you help us answer a cyber-insurance application or renewal questionnaire?
Yes. Carriers now require specific controls — MFA coverage, endpoint detection, backup testing, email filtering, and training — and answering inaccurately can void a claim. We provide the configuration evidence and will work through the questionnaire with you and remediate the gaps it exposes, so the controls a carrier asks about are actually in place before you attest to them. You make the representations to your insurer; we make sure the underlying facts are true and documented.
Can you reduce what we spend on Microsoft 365?
Frequently, yes. Firms accumulate licenses through hiring, departures, acquisitions, and sales conversations, and rarely reconcile them. A tenant and licensing assessment identifies unassigned seats, users on a more expensive SKU than their role requires, and capabilities you are already paying for but not using — which sometimes replaces a separate product you buy elsewhere.
Do you support multi-monitor and remote work for accountants?
Yes, and we treat it as a real requirement rather than a preference. In one CPA firm engagement the existing virtual environment was incompatible with the dual-monitor configurations the accountants relied on; correcting that was a core part of the project. We deliver published desktops and applications through Azure Virtual Desktop and Citrix with proper multi-monitor support.
Which compliance frameworks do you work with?
We design our security, backup, and access control practices around the controls regulators and cyber-insurers most often ask for — multi-factor authentication, encryption in transit and at rest, least-privilege access, monitored backup with tested restores, and documented incident response. We do not claim certification or expertise under any named framework, and we will say so plainly when a requirement belongs with your compliance counsel rather than your IT provider.. We do not claim certification against any of them — we build and document controls that support your obligations.
Can you replace our phone system?
Yes. Microsoft Teams Phone replaces a traditional PBX using licensing you may already own, which consolidates a vendor, removes on-premises phone hardware, and gives staff the same number whether they are in the office, at a client site, or at home.
What happens when a partner needs help at 9pm before a filing deadline?
The help desk is staffed 24 hours a day, 365 days a year, by 100% U.S.-based Level II and Level III engineers — never an offshore call queue. One client chose us specifically because we called back and started work on a Sunday.
Do you work with our internal IT or compliance team?
Both, routinely. In co-managed arrangements we take the ticket queue, after-hours coverage, or specialized projects while internal staff focus on firm-specific systems. With compliance and risk teams we supply the technical evidence behind the controls they are accountable for.