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Service 02

Business Technology, Email, Domains & DNS

Hands-on support for Microsoft 365, Google Workspace, DNS routing, SPF/DKIM/DMARC email security, and digital business tools.

Overview & Practical Delivery

Modern financial practices rely on a network of cloud productivity tools, email systems, domain registrars, and SaaS accounts to operate. When emails end up in spam, DNS records are misconfigured, user permissions need adjusting, or cloud accounts encounter unexpected errors, we provide direct, hands-on technical support to keep your operations running smoothly.

Why It Matters for Your Business

Email deliverability and domain reputation are crucial when communicating sensitive financial information, quotes, and advice documents. A single missing DNS record (like DMARC or DKIM) can cause client statements to land in spam folders. Having our technical team manage your cloud infrastructure ensures reliable communication and clean operational configurations.

Core Capabilities & Support Tasks

Detailed technical tasks and operational support we handle for your practice:

01

Email Deliverability & DNS Authentication

Auditing and maintaining domain authentication so your critical emails reach client inboxes.

  • Configure and monitor SPF records, DKIM signing keys, and DMARC enforcement policies
  • Diagnose and resolve email spam filtering and rejection issues
  • Manage DNS records across Cloudflare, Crazy Domains, Melbourne IT, GoDaddy, and AWS Route53
  • Set up email aliases, distribution lists, and shared operational mailboxes
02

Cloud Productivity Systems (M365 & Google Workspace)

Configuring and maintaining your primary business collaboration and communication environments.

  • User account onboarding, permission adjustments, and offboarding access removal
  • Multi-factor authentication (MFA) setup and enforcement assistance
  • Configure cloud storage folders, sharing permissions, and access rules (OneDrive, SharePoint, Google Drive)
  • Troubleshoot desktop and web client sync errors and permission conflicts
03

SaaS & Digital Tool Configuration

Hands-on setup, user management, and technical troubleshooting for business software.

  • Configure third-party business apps, booking calendars (Calendly, OnceHub), and communication tools
  • Manage Single Sign-On (SSO) and central account provisioning
  • Audit user access across practice applications to maintain clean security hygiene
  • Troubleshoot software glitches and digital account misconfigurations

Supported Platforms & Technology Stack

Software, platforms, and tools we routinely configure, connect, and troubleshoot:

Microsoft 365 / Entra ID Google Workspace Cloudflare DNS AWS Route 53 Crazy Domains / Melbourne IT GoDaddy / Namecheap Calendly / OnceHub Slack / Microsoft Teams 1Password / Bitwarden DocuSign / Annature

Common Technical Headaches We Resolve

Typical issues, broken handoffs, and digital errors we troubleshoot and fix:

Client advice documents and renewal notices landing in clients' spam or junk folders
Broken DNS records preventing business email routing after a website or host migration
Confusion over employee onboarding and permission assignments across multiple SaaS tools
Calendar scheduling tools failing to sync with advisor availability in Outlook or Google Calendar
Unmanaged SaaS accounts remaining active after staff departures

What's Included & Ongoing Support Deliverables

When we handle business technology support for your business, you get ongoing technical momentum without delay or full-time payroll overhead:

  • Full SPF, DKIM, and DMARC alignment and email deliverability troubleshooting
  • DNS record updates, domain routing, and nameserver configurations
  • Microsoft 365 and Google Workspace account and permission management
  • Setup and maintenance of scheduling tools, shared mailboxes, and business SaaS apps
  • Direct technical assistance for practice staff facing software errors

Questions About Business Technology Support

Direct answers on scope, tools, and technical delivery.

Can you fix our email deliverability and stop our emails going to spam?

Yes. We inspect your domain's DNS records, configure proper SPF, DKIM, and DMARC authentication, verify mail server headers, eliminate authentication alignment errors, and resolve issues causing client financial statements or advice documents to land in spam.

Do you manage Microsoft 365 and Google Workspace setups?

Yes. We configure user accounts, shared mailboxes, alias forwarding, MFA security policies, conditional access, and cloud storage permissions across both Microsoft 365 (Entra ID/Exchange/SharePoint) and Google Workspace.

How do you configure SPF, DKIM, and DMARC records for Australian financial practices?

We audit every third-party system sending email on your behalf (e.g. Microsoft 365, Google Workspace, Xplan, Xero, Mailchimp, HubSpot), generate dedicated DKIM selectors, align SPF includes, and progressively ramp up DMARC policy enforcement to p=reject to prevent domain spoofing.

Can you help when we purchase a new domain or switch web hosts?

Yes. We handle DNS record migration, MX record routing, SSL certificates, and nameserver delegation so your email routing and website continue working seamlessly with zero downtime.

How do you assist with employee onboarding and offboarding across cloud systems?

We provision email mailboxes, configure SaaS tool licenses, assign proper security groups, and ensure immediate deprovisioning, session revocation, and data archive retention when team members or contractors depart.

Can you troubleshoot calendar booking and appointment scheduling tools (Calendly, OnceHub)?

Yes. We resolve calendar sync conflicts, time zone mismatches, booking link integration errors, and webhook automations connecting appointment bookings into your CRM and practice calendar.

Do you support cloud document storage setup in SharePoint, OneDrive, and Google Drive?

Yes. We configure folder permission hierarchies, external client sharing rules, document retention policies, and desktop synchronization troubleshooting for operational staff.

Can you help enforce Multi-Factor Authentication (MFA) across our practice?

Yes. We configure organizational MFA enforcement, assist team members with authenticator app setups (Microsoft Authenticator, Google Authenticator), and eliminate vulnerable SMS-based 2FA where possible.

How do you handle password management tools like 1Password or Bitwarden for teams?

We set up organization vaults, configure role-based vault permissions, enforce master password policies, and organize secure shared credential repositories for practice systems.

What is your support availability and communication channel for business technology requests?

Our engineers are available during Australian business hours via your preferred channels — Slack, Microsoft Teams, Email, or project management boards — providing rapid technical answers without bureaucratic helpdesk tickets.

Other Core Services

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Remote Technology Support

Need help with business technology support in your business?

Tell us what needs fixing, configuring, connecting or maintaining. We provide experienced remote technology support for Australian financial-services businesses.