Office 365 Remote Setup Support
Budget: $8 – $15 AUD
I run a small tax-agent practice in Australia and need reliable, remote help to get Microsoft 365 working smoothly across the firm. The immediate priorities are:
• Setting up and optimising Word, Excel, Outlook, SharePoint and OneDrive under our existing Microsoft 365 Business subscription.
• In Outlook, completing full account configuration for each staff mailbox, creating clear mailbox rules and folders so client emails auto-sort, and resolving a few lingering sync and send/receive issues.
• Designing a logical folder structure in SharePoint/OneDrive that mirrors our compliance workflow, so every return, assessment and workpaper is easy to locate and audit.
All work will be performed remotely; I’ll provide secure access via Microsoft Teams or QuickAssist and be available for questions during AEST business hours. Deliverables are considered complete when:
1. Every user can sign in to all assigned apps without errors.
2. Outlook rules accurately file incoming mail for at least three sample clients.
3. The agreed SharePoint folder map is live, with permissions tested for partner, senior and junior access levels.
If you’re experienced with Microsoft 365 administration for professional-services firms and can walk me through each step so I can maintain it later, let’s get started.
• Setting up and optimising Word, Excel, Outlook, SharePoint and OneDrive under our existing Microsoft 365 Business subscription.
• In Outlook, completing full account configuration for each staff mailbox, creating clear mailbox rules and folders so client emails auto-sort, and resolving a few lingering sync and send/receive issues.
• Designing a logical folder structure in SharePoint/OneDrive that mirrors our compliance workflow, so every return, assessment and workpaper is easy to locate and audit.
All work will be performed remotely; I’ll provide secure access via Microsoft Teams or QuickAssist and be available for questions during AEST business hours. Deliverables are considered complete when:
1. Every user can sign in to all assigned apps without errors.
2. Outlook rules accurately file incoming mail for at least three sample clients.
3. The agreed SharePoint folder map is live, with permissions tested for partner, senior and junior access levels.
If you’re experienced with Microsoft 365 administration for professional-services firms and can walk me through each step so I can maintain it later, let’s get started.
Related categories:
Excel
Sharepoint
Word
Microsoft Exchange
Microsoft
Microsoft Outlook
Data Management
Microsoft 365