Accounting firms
Microsoft 365 for accounting firms
Your mailbox is full of XML invoices and you can't fail during tax season.
Invoices, XML files and bank statements fill mailboxes fast, and a lost client email is a real problem. We organize your Microsoft 365 so the firm doesn't depend on each person's mailbox.
Sound familiar?
- Full mailboxes in the middle of tax season.
- Client files scattered across emails, USB drives and personal computers.
- Clients sending their documents by email, one by one.
What we configure
Online archive
Older items move to the mailbox archive automatically, without deleting anything.
Invoice rules
Emails with attachments and the word "CFDI" go straight to the Invoices folder.
One file per client
A SharePoint site with one folder per client, with versions and permissions. Clients upload documents with OneDrive "Request files".
Where to start: Exchange / Microsoft 365 health check
A risk report and quick wins for your firm: mailboxes, retention, permissions and email security.
- Free 30-min diagnosis: your situation, your goals and your risks.
- Written proposal: scope, deliverables, timeline and price before you pay anything.
- Documented delivery: regular progress updates and documentation of everything we did. Nothing extra without your approval.
Related guides (in Spanish)
Frequently asked questions
Can I keep client emails for several years?
Yes. With online archive and Microsoft Purview retention policies you decide how long each item is kept.
Do my clients need a Microsoft account to send me documents?
No. With OneDrive "Request files" you share a link and they can only upload, not see anyone else's files.
Shall we talk about your case?
In 30 minutes we review how you use Microsoft 365 today and what to change first.
Mon–Fri 9:00–21:00, Mexico City time
11,000+ hours · 278 projects · 231 Upwork reviews (Top Rated Plus) · You work with Jose Ortega, founder of JortIT
Upwork data as of October 2026.