Managed IT services
One agreement covers monitoring, support, management and security of your IT, for a fixed monthly fee.
Industries
IT support and cybersecurity for US professional services and consulting firms
In a professional services firm, every hour of downtime is an hour nobody can bill. We keep people productive, client files secure and systems stable, so you focus on the work clients pay for.
Challenges we see
Consulting, accounting and CPA, engineering, design and real estate firms share one reality: time is the product.
Unstable networks
Slow transactions, missed deadlines and lost sales, straight off billable hours.
Staff on the move
Client sites, home, airports: remote access and laptops matter more than servers.
Client confidentiality
Engagement files, statements and tax records emailed without consistent access controls.
Too many tools
Time and billing, practice management, CRM, documents and accounting rarely talk.
Unplanned growth
Hires, offices and acquisitions add accounts, devices and licenses untracked.
Email fraud
Invoice redirection and partner or client impersonation, where money moves on instruction.
How Promatics helps
Managed IT handles daily support, monitoring and maintenance, so nobody spends billable time on IT problems or chasing vendors. For firms under 20 people with no IT person, who feel downtime most, it is often worth it; an assessment shows costs and priorities first.
24/7 help desk
Remote, for managed-service clients; priorities and response targets in the agreement.
Office and hybrid networks
Reliable Wi-Fi, secure remote access and backup internet links.
Devices and licenses
Laptop lifecycle, so new hires start ready; licenses tracked.
Layered security
MFA, email security and endpoint protection, aligned with NIST CSF.
Microsoft 365
Client files organized by engagement, with the right permissions.
Cloud migration
Business applications moved off the office server.
What this also covers
- Microsoft 365 setup includes Exchange Online, SharePoint, Teams, Defender and Windows Autopilot.
- License management spans Microsoft 365, practice management, design and accounting applications; hardware procurement and inventory are included.
- Cabling and phone systems for office moves and fit-outs, and on-site systems maintenance where your service agreement includes on-site work.
- A virtual CIO meets firm leadership in regular business reviews and runs strategic assessments, gap analysis, budgeting and IT roadmaps.
A virtual CIO runs assessments, budgets and roadmaps. One system for projects, timesheets, billing, CRM and accounting: Prometheus ERP. We also support and secure Sage, QuickBooks and your practice management software, working with their vendors.
AI that respects client walls. Firms that live in documents, email and meetings suit Microsoft 365 Copilot and assistants answering from past proposals and project files. We fix permissions first, so AI never surfaces one client's work to the wrong team.
US regulatory context
| Area | What applies |
|---|---|
| Privacy and security | No single federal privacy law: the FTC Act, state privacy laws (CCPA/CPRA, Texas Data Privacy and Security Act; some exempt certain data or organizations) and state breach laws. Tax preparers fall under the FTC Safeguards Rule: a written information security program. See the FTC data security guidance. |
| Professional rules | State boards, professional bodies and, for accountants, standards such as the AICPA's set confidentiality and record-keeping duties for CPAs, attorneys, engineers, real estate and other licensed professionals. File location and access should support them. |
| Records | The IRS and state tax agencies expect books and records kept for set periods; engagement files often have their own retention rules. |
| Anti-money laundering | Some real estate and financial professionals may have FinCEN reporting duties that depend on reliable records. Confirm whether your activities are covered. |
| Commercial email | CAN-SPAM identification and opt-out rules for newsletters and marketing email. |
General information, not legal advice. Confirm your obligations with your regulator and advisers.
Services for professional services
24/7 IT help desk
Organized IT support for your users: tracked tickets, clear priorities, 24/7 for managed-service clients.
Microsoft 365 and workplace
Microsoft 365 set up, secured and managed, so people work safely in familiar tools anywhere.
Cybersecurity services
Assessments, endpoint protection, email security, training, incident readiness, and 24/7 monitoring for managed-service clients.
Microsoft 365 Copilot
Microsoft 365 Copilot readiness: fix oversharing first, then roll out with training and measured adoption.
Prometheus ERP
Promatics' own ERP on open-source ERPNext: industry editions, US configuration, delivered and supported by Promatics.
Related
Microsoft 365 security baseline
Microsoft 365 settings most small and mid-sized organizations need, per Microsoft's guidance, with a checklist.
Choosing a managed service provider
What to define before talking to MSPs, questions that separate them, and a comparison checklist.
Five elements of IT and business alignment
Five elements that keep IT aligned with business goals, warning signs and a quarterly checklist.
Talk to us about your firm's IT
Tell us how your people work, where they work from and what slows them down. We will suggest a practical first step.