IT & security technology for Professional services

From client-facing portals to secure document management, we keep professional service firms running efficiently, securely, and ready to scale.

What matters most to you?

File shared securelyClient link expires in 7 days

Laptop set upNew associate ready

Sign-in protectedMFA on every account

Talk to an advisor
Law books on an office shelf
Laptop keyboard and trackpad lit by pink and blue neon light

What professional services firms need

Law firms, accounting practices and consultancies run on billable hours and client trust. That means protected files, organized documents and IT that stays out of the way of client work.

  1. The problem

    Confidential documents scattered across email and personal drives are a liability.

    How Helios handles it

    Centralized, access-controlled storage keeps client files, contracts and case records organized and protected.

    Explore Microsoft 365 support
  2. The problem

    Sending sensitive files as attachments leaves copies everywhere and no control over them.

    How Helios handles it

    Secure client portals and expiring share links keep communication and files in one place.

    Explore custom applications
  3. The problem

    One stolen password can expose an entire firm's client list.

    How Helios handles it

    Multi-factor sign-in, email security and endpoint protection are set up on every account and device.

    Explore cybersecurity
  4. The problem

    A new associate waiting days for a laptop and accounts is lost billable time.

    How Helios handles it

    We prepare laptops, accounts and practice tools ahead of the start date, for the office, home or court.

    Explore IT support

Firms that run on trust

Legal, financial and advisory teams all handle confidential work, with different tools and deadlines.

Law books on an office shelf

Law Firms

Secure case management and confidential document handling for legal practices.

  • Case files
  • Client portals
  • Remote court access
Plan for your firm
Accountant reviewing financial documents

Accounting & Financial Advisory

Dependable systems for sensitive financial data and filing deadlines.

  • Tax-season uptime
  • Encrypted storage
  • MFA everywhere
Plan for your practice
Consulting team meeting in an office

Consultancies & Agencies

Flexible technology for teams juggling several client engagements.

  • Project workspaces
  • Guest access
  • Hybrid work
Plan for your team

Ready to Modernize Your Firm's Technology?

Talk to Helios about document security, client portals, or IT support for your practice.

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