IT for Surrey professional offices
Insurance brokers, immigration consultants, travel agencies and consulting firms all handle client IDs, personal documents and payments. We secure them, keep your office running and automate onboarding and renewals.
- ~15 min replies
- No contracts
- Engineering-led team
Free IT assessment
A real person replies, usually within 15 minutes during business hours.
What we see in professional offices businesses
Surrey has many independent insurance brokerages, immigration consultancies, travel agencies and consultants, often in small offices along King George Boulevard, Scott Road and 72 Avenue. We give small offices the security of a large one.
Client IDs and documents by email
Passports, licences and financial documents sent as plain attachments.
Account takeover and fraud
Hacked email used to redirect payments or steal client information.
Renewals and follow-ups
Deadlines tracked in personal calendars and memory.
Small team, many hats
Nobody has time to be the IT person.
Your IT, set up for how you work
- Secure document upload links for clients
- Email security, MFA and sign-in monitoring
- Encrypted laptops and managed phones
- Phones with menus and voicemail to email
- Backups and Canadian storage options
- Microapps for onboarding, renewals and secure file requests
Tools you already use
We support the computers, networks, accounts and integrations these depend on, and work directly with your vendors when the problem is on their side.
- Broker management systems such as Applied Epic and PowerBroker
- Government online portals and case management tools
- Accounting software
- Microsoft 365
Talk to a client in your industry
Ask us for references and we will connect you with a current client in a similar business, so you can hear it from them.
Microapps for professional offices
Small custom tools that remove paper and double entry. Included with our managed IT services, built around your process.
Client onboarding checklist
Before: New clients get a different experience depending on who answers.
After: One checklist with forms, ID upload and welcome email, every time.
Renewal and follow-up reminders
Before: Renewals tracked in a personal calendar.
After: Automatic reminders to staff and clients before each renewal date.
Secure file request link
Before: Sensitive documents sent by plain email.
After: Clients upload to a secure link that files documents for you.
Services professional offices clients use most
All handled by one team, for one flat monthly price per person.
Cybersecurity
24/7 protection for small business. Most small businesses are breached through a fake invoice email or a reused password.
Learn moreMicroapps & Automation
Included with our managed services. If your team does the same task on paper, in a spreadsheet or by re-typing it into another system, we can probably automate it.
Learn moreMicrosoft 365 & Google Workspace
Email, files and Teams done right. The tools your team uses all day should just work.
Learn moreBusiness Phone Systems
Free setup, wholesale call rates. Keep your number and pay far less.
Learn moreProfessional Offices IT FAQ
How should we collect client ID documents?
Through a secure upload link that stores files in the right client folder, not by email.
Can you help a three-person office?
Yes. Our per-user pricing works for very small teams.
Do you support government portals?
We make sure your computers, browsers, security and certificates work with the portals you use.
IT for professional offices in Surrey, from people who get it
Book a free, no-pressure IT assessment. We look at your security, backups, email and phones, then tell you plainly what we would fix. Before you decide, we give you the names and phone numbers of current clients to call.
- Call 778-826-0464
- Live chat or call from your browser
- Email info@itsurrey.ca
- A real person in BC, usually within 15 minutes
Get a free IT assessment
Tell us a little about your business. A real person replies, usually within 15 minutes during business hours.