A high-volume Dublin accountancy firm was operating without a properly configured Microsoft 365 tenant — using personal email accounts for client correspondence, storing sensitive financial documents on unmanaged local drives, and with no security policies in place. Verdas designed and deployed a secure, compliant M365 environment from the ground up, built to meet the standards expected by professional accountancy bodies and Revenue Commissioners alike.
The practice had grown steadily to 45 staff but its IT setup had never scaled with it. Partners were using a mix of personal Gmail accounts and a poorly configured legacy email domain to communicate with clients — including sending unencrypted tax returns and financial statements.
A near-miss involving a misdirected email containing a client's personal financial data brought the issue to a head. The practice needed a professional, secure, and properly governed Microsoft 365 environment — fast.
Verdas approached this engagement as an architecture project first. Before a single licence was activated, a full tenant design was documented — covering naming conventions, security baselines, SharePoint structure, email flow, and DLP rules. This upfront discipline meant a clean, scalable environment from day one.
M365 tenant design document produced covering security defaults, admin roles, licensing, and information architecture. Custom domain verified and DNS records configured. Microsoft Secure Score baseline established.
Azure AD configured with MFA enforced via Conditional Access for all users. Privileged identity management applied to admin accounts. SSPR enabled. Email authentication records (SPF, DKIM, DMARC) published to prevent spoofing.
SharePoint Online structure designed around the firm's client and department hierarchy. Permissions model applied with role-based access. Legacy local files migrated using SharePoint Migration Tool with integrity verification post-migration.
Microsoft Purview DLP policies configured to detect and block transmission of financial identifiers (PPS numbers, tax reference numbers) outside the organisation. All 45 users onboarded with training on secure file sharing and email best practice.
Two weeks after engagement began, all 45 staff were operating from a clean, secure, and professionally managed Microsoft 365 environment. The practice's Microsoft Secure Score moved from an initial assessment of 24% to 87% at project close. The managing partner subsequently presented the new IT setup to their professional indemnity insurer, resulting in a reduced premium at next renewal.
"We knew our IT setup was not where it needed to be but didn't appreciate how exposed we were until Verdas showed us. They turned it around in two weeks and the whole team took to it immediately. Our clients have commented on how professional our correspondence looks now and we sleep much easier knowing sensitive documents are properly protected."
— Managing Partner, Dublin Accountancy PracticeWe'll audit your current Microsoft 365 environment and close every gap — fast.
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