Industries · Professional services
IT for firms whose clients trust them with sensitive files.
Accounting, legal, insurance and real estate offices run on email and documents, and clients increasingly ask how you protect them. We secure the accounts and files, answer the security questionnaires, and keep tax season and closing days free of IT drama.
What we hear
The problems we see most often.
Client security questionnaires
Clients, carriers and regulators asking about MFA, encryption and incident response.
Email-based fraud
Wire and payroll redirection attempts aimed at your clients and staff.
Sensitive files by email
Tax returns, contracts and IDs sent as attachments with no control once sent.
Crunch-time outages
A failed laptop during tax season or closing week costs real money.
What we set up
On top of the Baseline every client gets.
- Secure client file sharing. SharePoint links with expiry and access control instead of attachments.
- MFA and Conditional Access. Sign-ins blocked from places your team never works.
- Email authentication. SPF, DKIM and DMARC so nobody can send as your firm.
- Questionnaire support. We answer the technical questions accurately and fix any gaps.
- Priority response. Faster response targets on Secure and Complete for crunch periods.
Recommended plan
Most professional services clients choose Secure.
Client data and questionnaires call for EDR, Conditional Access and backup.
Secure
Recommended$129per user / month
- Everything in Essential
- 4-business-hour response target
- Managed EDR + email security
- M365 backup + staff training
Related services
Where most of the work happens.
FAQ
What clients in your industry ask.
- Can you help with IRS or state security requirements?
- We help document the technical safeguards your written security plan needs and put the controls in place.
- Do you support practice software?
- Yes. We coordinate with your software vendors on updates, access and support.
Find out where your IT stands.
A free 30-minute review of your IT environment, security posture, email and backups, with a concise written assessment and prioritized recommendations.
No pressure. If your setup is fine, we'll tell you.