Client Collaboration FGMK has launched Client Axcess, a secure client portal designed to enhance collaboration and securely share documents. This presents an opportunity to cross-sell digital workflow and cybersecurity services, such as client portal optimization, secure file exchange, and phishing-resistant training for client teams.

Mid Market Focus With 201-500 employees and a position as a leading Chicago firm serving privately held businesses, global public companies, and not-for-profits, there is potential to expand advisory services such as internal controls, risk management, and strategic tax planning tailored to mid-market clients undergoing growth or M&A activity.

Tech Stack Leverage Existing technology footprint includes AWS, WordPress, Brizy, Yoast SEO and KnowBe4; this indicates readiness for modernization projects, cloud security assessments, CMS or digital presence optimization, and security awareness programs that align with clients’ digital transformation journeys.

Security & Compliance Client Axcess highlights emphasis on secure communications, suggesting a differentiator around data protection, governance, and compliance services. Propose bundled offerings around SOC 2 readiness, IT general controls, and information security program development for clients with heightened risk.

Growth & Market Trends As a top-ranked Chicago accounting firm with substantial revenue, there is opportunity to target peers in the professional services ecosystem for collaboration on cross-border tax, transfer pricing, and advisory services for high-net-worth individuals and nonprofits as market trends drive complexity.