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Oklahoma

Professional Services IT

IT infrastructure for Oklahoma accounting firms, engineering firms, consulting agencies, architects, and professional services built for billable hour businesses.

Challenges We Solve

  • Protecting confidential client data and work product
  • Managing document version control and collaboration
  • Scaling operations during busy season or growth phases
  • Documenting tribal knowledge before key staff leave
  • Balancing billable work with IT infrastructure needs
  • Securing remote/hybrid teams and mobile devices

Why Professional Services Firms Choose Polus

Built for Billable Hour Businesses: We understand professional services. Your time is valuable—our project-based model means no recurring costs eating into margins unless you want ongoing advisory.

Document-Centric Solutions: Teams & SharePoint governance, version control, client collaboration, and audit trails designed for firms managing confidential client work.

Scalable Infrastructure: Cloud-first setup that grows with you during busy season, acquisitions, or rapid growth without upfront hardware costs.

Oklahoma-Based: Serving OKC, Tulsa, Edmond, and surrounding areas. We get local professional services firms.

Services for Professional Services Firms

Secure Client Data Management

Microsoft 365 setup with encrypted devices, MFA, and access controls to protect confidential client information

Service: Microsoft 365 / Entra ID Setup

Document Governance

SharePoint governance with version control, retention policies, and secure client collaboration

Service: Teams & SharePoint Governance

Process Documentation & SOPs

Document your firm's workflows and procedures so knowledge doesn't live in one person's head

Service: Process Mapping & SOP Development

Strategic IT Advisory

Monthly IT strategy and vendor management without hiring a full-time IT director

Service: IT Advisory

IT Documentation

Complete system documentation for audit trails and staff transitions

Service: IT Documentation Package

Cloud Cost Optimization

Audit your M365 and Azure spending to eliminate waste and optimize licenses

Service: Cloud Cost Optimization

Common Questions from Professional Services Firms

Can you integrate with our practice management software?

Yes. We can set up SSO (single sign-on) with common platforms like Clio, QuickBooks, Sage, Thomson Reuters, CCH, and others. Base pricing includes up to 3 SSO applications; additional apps are +$500 each.

We're drowning in duplicate files and shadow SharePoint sites. Can you fix this?

Absolutely. Our Teams & SharePoint Governance service audits your current state, cleans up duplicate/inactive sites, establishes naming conventions and lifecycle policies, and sets up templates for future client projects. Most firms see immediate productivity gains.

Do you offer ongoing IT support, or just project work?

Both. Most services are project-based (one-time engagements). If you need ongoing strategic guidance, our IT Advisory service offers 4-10 hours of monthly strategic consulting at $500-$1,000/month. This is NOT helpdesk support—it's technology strategy, vendor management, and planning.

What size firms do you work with?

We're designed for 10-50 person firms. If you're too small for a full-time IT person but need more than break-fix support, we're a good fit. Solo practitioners to mid-size firms.

Ready to modernize your firm's IT?

Book a free discovery call to discuss your infrastructure needs and operational challenges.