Managed IT for Professional Services Firms
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Industries  ·  Professional Services

Client trust is everything.
Your technology protects it.

Law firms, accounting practices, and wealth managers run on confidentiality, availability, and reputation. For 20 years IPC has helped Michigan professional services firms protect client data, stay compliant, and work without downtime, fully managed or right alongside your team.

Start with a Navigate Clarity Conversation
The First Step
Professional Services Clarity Conversation

A 30-minute conversation with an IPC expert, no obligation. We review your environment, confidentiality, and compliance posture and give you an honest read on what to fix first.

Learn about the Clear Path Assessment
Paid Engagement · Go Deeper
Clear Path Assessment

A structured professional engagement that follows the Clarity Conversation. We validate the findings, map every gap and risk, and build a prioritized roadmap you can act on.

30 minutes  ·  No obligation
Client-Confidentiality Focused 20+ Years in Regulated IT Co‑Managed or Fully Managed Michigan-based
Professional services team
Protecting client trust
Confidential, compliant, always available.
The reality for professional services

What your clients' trust depends on

Confidentiality, availability, and compliance, every day, with your reputation on the line.

Confidentiality
Confidentiality is the business

Client files, case data, and financials are the most sensitive things you hold. We protect them with access controls, encryption, and monitoring, so confidentiality is never in question.

Availability
Downtime costs billable hours

When systems are down, the firm stops earning. We keep your environment monitored, patched, and recoverable so your people stay productive and deadlines stay met.

Compliance
Clients and regulators expect controls

From SEC and FINRA expectations to professional confidentiality duties, your firm answers to real standards. We operate inside them and document everything.

What we hear from firm leaders

The gaps we close for professional services

Most firms come to us carrying some version of these three. We take them off your plate.

Client data spread too widely
The challenge

Sensitive files in email, shared drives, and personal devices with unclear access.

How IPC solves it

We consolidate, secure, and document it, so confidentiality is provable.

No real IT depth in-house
The challenge

An office manager or partner moonlighting as IT, with no time for security or strategy.

How IPC solves it

We become your IT department, or back up the person who has been carrying it.

A breach you can't afford
The challenge

One incident can cost client trust you spent years earning.

How IPC solves it

We bring layered defense, monitoring, and tested recovery, so one bad day doesn't define the firm.

Clear Path  ·  Assess. Navigate. Sustain.

A clear path for your firm's technology

The same structured methodology IPC applies across every engagement, brought to your firm. You always know where you stand and what comes next.

01
Assess

We review your environment, confidentiality controls, and compliance gaps, and give you an honest picture of where client data and your firm stand.

02
Navigate

You get a prioritized roadmap and a managed-services plan scoped to your practice, your obligations, and how your people actually work. We guide every step.

03
Sustain

We run and monitor your environment, keep you secure, compliant, and productive, and review your goals and roadmap with you all year.

Delivery Models

Fully Managed or Co‑Managed. Your call.

Whether IPC runs IT entirely or works alongside your existing team, the program, the process, and the standard of care are the same.

Fully Managed

IPC becomes your IT department. Best for organizations with no dedicated internal IT staff, or those who want to fully offload the operational burden. Your team focuses on the work that matters; IPC handles the rest.

Best when
No internal IT staff
Want a fully accountable partner
Need 24/7 coverage without 24/7 staffing costs
Co‑Managed

IPC works alongside your existing internal IT team. Best for organizations with an IT person or small team who need depth, 24/7 coverage, or specialized expertise. IPC extends the team without replacing it.

Best when
Existing IT staff
Need specialized depth
Want to extend coverage without adding headcount
Built for client confidentiality

We hold the standards your clients expect

Whether it is SEC and FINRA expectations for wealth managers or confidentiality duties for legal and accounting, we operate inside these obligations and document everything.

What sets us apart
SEC / FINRA-aware Client Confidentiality PCI-DSS NIST State of Michigan
Client-data protection

Access controls, encryption, and monitoring around the confidential client information your reputation depends on.

SEC & FINRA aware

For wealth and financial firms, we understand the recordkeeping and security expectations regulators bring.

Email & document security

The places client data actually lives. We secure communication and file handling without slowing your people down.

Documented and audit-ready

Everything documented and explained plainly, so you are ready when a client, regulator, or insurer asks.

Case study  ·  Summit Wealth Group

Their own secure tenant, and a lighter licensing bill.

The situation

Summit Wealth Group, a growing West Michigan firm, was operating on shared infrastructure with tangled Microsoft licensing and unclear data ownership.

What IPC did

IPC moved them onto their own secure Microsoft tenant, untangled and right-sized licensing, and put clear controls around client data.

The result

Full ownership of their environment, a cleaner licensing spend, and confidentiality controls their clients can count on.

Download the full Summit Wealth Group case study
Trusted by Michigan professional services firms
Kreis Enderle Eghrari
See our Case Studies
Built for professional services

Which Navigate solutions fit your firm?

The Navigate solutions firms rely on most. Select any service to see the full details.

Support
Navigate IT

Proactive managed IT, fully or co-managed.

Learn more →
Protect
Navigate Security

24/7 SOC monitoring and layered defense.

Learn more →
Protect
Navigate Continuity

Backup, immutable copy, tested recovery.

Learn more →
Govern
Navigate Compliance

Managed GRC across CJIS, CMMC, HIPAA, NIST.

Learn more →
Modernize
Navigate AI

Governed AI adoption, 70+ models, SOC 2.

Learn more →
Modernize
Infrastructure & Cloud Projects

Cloud migration and infrastructure refresh.

Learn more →
20+
Years in regulated IT
24/7
Monitoring & help desk
200+
Clients served
98%
Client retention
Your Partner

Why firms choose IPC

We Guard Confidentiality

Two decades protecting sensitive data for firms whose reputations depend on it. We understand what is at stake when client trust is the product.

Regulation-Aware

From SEC and FINRA expectations to professional confidentiality duties, we operate inside your obligations, from experience, not from a template.

Co‑Managed or Fully Managed

Become your IT department, or back up the person who has been carrying it. Same standard of care either way.

Productivity Without Downtime

We keep your people working and your systems available, because every hour of downtime is an hour the firm isn't earning.

Privately Owned and Founder-Led

Not PE-backed, not chasing an exit. Every decision is driven by what is right for your firm. That is why our retention rate is 98%.

Real Engineers, Real Answers

You reach experienced engineers who already know your environment, not a script-reading queue. Every escalation reaches someone who can actually fix it.

Got Questions?

Professional services IT, answered honestly

Access controls, encryption, and monitoring around the email, documents, and systems where client data actually lives. We secure it and document the controls so confidentiality is provable.

Ready to protect what your clients trust you with?

Start with a Navigate Clarity Conversation. 30 minutes, no cost, no obligation. An honest read on where your firm stands and what to fix first.

Start with a Navigate Clarity Conversation
The First Step
Professional Services Clarity Conversation

A 30-minute conversation with an IPC expert, no obligation. We review your environment, confidentiality, and compliance posture and give you an honest read on what to fix first.

877-568-0230  ·  ipconsultinginc.com  ·  Offices in Michigan and Virginia