SharePoint for Accountancy Firms: Secure Client Document Management
How a UK accountancy practice should design and secure client documents in SharePoint Online — the seven-site architecture that replaces one site per client, the metadata columns that replace folder trees, a group-based permission model with restricted access control on anti-money laundering evidence, the four external sharing settings and why Anyone links break your device policies, sensitivity labels and data loss prevention for client data, retention to Regulation 40 of the Money Laundering Regulations 2017, version limits and the 93-day recycle bin, Copilot oversharing controls, Microsoft’s own hard limits, UK licence costs with a worked forty-one person example, and a thirty-day build calendar.
