Scaling a Remote Professional Services Team Without Sacrificing Security or Simplicity
In professional services—especially accounting, tax, and advisory—growth often arrives with an uncomfortable tradeoff: add more people and locations, or keep operations tight and controlled. Many small firms are eager to expand their remote workforce, but they quickly discover that “remote-ready” and “secure + efficient” are not always the same thing. This story is based on common patterns we hear repeatedly in sales conversations with growing professional services teams: the work is high-trust, deadlines are real, and the file workflows can’t break. When the tools don’t fit, productivity drops—and so does client confidence. What Sales Conversations Revealed: The Real Problem Wasn’t “Remote Work” When a growing professional services firm began planning a larger remote team, the initial request sounded straightforward: “We need cloud storage for remote access.” “We need to collaborate without constant IT handholding.” “We need something we can scale without rewriting processes.”...