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Professional Services IT

Get the custom IT services and support to better serve your clients now and into the future.

A Trusted Partner for Professional Services Firms

Vertilocity, along with our parent company, HBK CPAs & Consultants, understands the unique needs of today’s professional services firms. As your business and technology partners, we take the burden of IT management off your shoulders so you can spend your time developing your core competencies and client relationships.

Whether you are a law firm, accounting firm, or financial services organization, we are here to help. With our extensive knowledge of professional services firms, we handle the technology so you can stay focused on the success of your business and your clients.

Adaptable

Our team holistically assesses your needs and tailors our services to your business goals, evolving with you as you grow. From technical support to cybersecurity solutions, we have the expertise to make your operations more secure and efficient.

Collaborative

Our team is invested in being your strategic partner, delivering top-notch IT strategy and tech support at every turn. Unlike other companies, we assign a dedicated account manager, C-level IT leader, and team of technical experts, so you won’t ever have to reintroduce your business.

Experienced

We understand the demands your clients place on you and the technical challenges that professional services businesses face. Our experts have a broad range of specialized knowledge, providing you with cost-effective access to a wide variety of skills and expertise.

Cutting-Edge

We invest in the latest technology and training for our team, enabling firms like yours to leverage advanced solutions – including for collaboration, security, and compliance – with fewer significant capital investments.

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With Our Professional Services Team

Comprehensive IT Solutions for Professional Services Firms

Managed IT Services

Our friendly, highly-trained staff helps you find the best solutions for hardware, cloud services, unified communications, and more. We also proactively monitor, maintain, and manage your IT infrastructure, acting rapidly to address issues and minimize system downtime and disruption.
IT management and tech support dedicated to your organization
Seamless, secure cloud migration execution to protect your systems and data
Proactive data backup processes and disaster recovery systems

IT Security

Protect your IT infrastructure and sensitive business and client data with our managed security services. We help find and block cyber threats to prevent unauthorized network access, reduce the risk of data breaches, and maintain regulatory compliance.
Threat mitigation for malware, ransomware, phishing, and more
24/7 remote monitoring for early detection and fast response
Robust security with firewalls, encryption, and vulnerability testing

Professional Services IT Strategy

Work with a virtual CIO to identify where new technology and digital transformation could enhance operations and streamline business processes. You’ll meet in person regularly to review projects in progress and discuss strategies for improving your consulting services.
Guidance and insights from a CIO knowledgeable in professional services
A technology roadmap that drives efficiency, innovation, and savings
Prioritizing, budgeting, and reporting aligned to current and future goals

Modern Workplace Solutions

Get a full suite of software and IT resources to enable flexible remote operations and help you deliver efficient, high-quality services to clients. Our solutions help professional services firms automate repetitive workflows, gain strategic insights, and securely access and share files and ideas.
Collaboration tools that enable remote work anywhere, anytime
Secure portals for client access and communications
Access to real-time reporting and predictive analytics

ERP and HR/Payroll Solutions

Implement powerful enterprise systems to manage your essential financial and business processes. With our knowledge of your industry and business, we help you select a solution, tailor it to your needs, and provide ongoing support and management.
Access a global view of your operations and workflows
Organizational and project-based accounting and finance tools
Software for simplifying complex payroll, HR, time, and scheduling

Get Complete Security for Your SharePoint Environment

Collaboration only works when it’s secure. That’s why Vertilocity created SecurePoint IQ – the smarter way to monitor, protect, and optimize your SharePoint environment. Get real-time insight into who has access, how data is shared, and where risks exist, without slowing anyone down.

  • File Intelligence Tools: Find duplicates, version sprawl, and unused files to control storage.
  • Security Dashboard: Real-time visibility across sites, users, and sharing activity.
  • Permission Reporting and Alerts: Pinpoint overexposed data and risky external shares.
  • Role-Based Controls: Ensure the right access for every person, no more and no less.
  • Compliance-Ready Reports: Export evidence for HIPAA, FINRA, and SEC reviews.
Get a Demo of SecurePoint IQ

Download Overview

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Power your growth with our IT solutions.
Get in touch with our professional services IT experts today.

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