Microsoft 365, managed by experts who know accounting

Microsoft 365 includes a baseline level of security, but it’s not configured specifically for accounting firms—and the default protections don’t include the advanced email filtering, account takeover detection, or granular backup that handling sensitive client financial data requires. Rightworks adds those layers on top of the standard Microsoft 365 environment, specifically configured for the threats accounting firms face most.

Not in the way most firms expect. Microsoft ensures the platform stays available, but they don’t provide granular backup of your emails, files, or Teams data. If you accidentally delete something or need to recover data from weeks ago, the native retention and recycle features often aren’t enough. Rightworks adds granular Microsoft 365 backup across your entire environment so you can recover anything—quickly and completely.

Account takeover protection monitors your Microsoft 365 accounts for signs of unauthorized access—unusual login locations, suspicious activity patterns, credential-stuffing attempts, and more. For accounting firms, a compromised Microsoft account can mean an attacker has access to client emails, financial documents, and shared drives. Proactive monitoring detects and blocks these threats before they turn into a breach. 

Buying directly from Microsoft gives you access to the apps—but configuration, security, backup, and support are all on you. Getting Microsoft 365 through Rightworks means you have a certified partner who sets it up correctly from day one, adds security and backup layers the standard license doesn’t include, and provides 24/7 support from a team that understands accounting workflows. It’s the difference between a license and a fully managed solution.