Security as Governance, not just tools

External Pressure Is Real

Professional services firms face increasing scrutiny around data protection:

​

Professional Indemnity insurers are asking specific questions at renewal:

• Is MFA implemented and enforced?

• Are backups tested regularly with documented recovery?

• Do you have documented access controls?

• What security awareness training exists for staff?

​

Clients increasingly require evidence of secure data handling:

• Security questionnaires from corporate clients

• Proof of controls for sensitive information

• Confidence you won't be the weak link in their supply chain

 

Regulatory expectations continue to rise:

• Privacy obligations for client data

• Professional body standards

• Audit and compliance requirements

 

Most firms know security matters. What they're unsure about is whether they're actually protected and whether they can demonstrate it when asked.

 

We ensure you can answer confidently with documented evidence.

​

​

Email and Identity Protection

Business Email Compromise (BEC) and phishing attacks specifically target professional services firms. Email is your primary business communication channel, staff handle urgent requests regularly, and one successful attack can compromise an entire client portfolio.

​

We prevent common staff errors from becoming firm-wide incidents:

• Advanced email filtering blocks threats before they reach inboxes

• Multi-factor authentication (MFA) enforced on all accounts and monitored continuously

• Conditional access policies detect unusual login patterns

• Security awareness training tailored to professional services workflows

• Real-time monitoring and rapid response to suspicious activity

 

Most security incidents start with a single clicked email link. We make that significantly harder to succeed.

​

​

Endpoint and Device Security

Staff work from offices, homes, client sites, and remote locations. Every laptop or tablet accessing client data needs consistent protection regardless of where it's used.

​

All devices receive:

• Endpoint Detection and Response (EDR) that catches threats traditional antivirus misses

• Device encryption and secure configuration

• Automated patching and security updates (scheduled around business cycles)

• Lost or stolen device procedures with remote wipe capability

 

Remote work during peak periods or client meetings shouldn't create security gaps. Protection follows your staff wherever they work.

​

​

Backup, Recovery and Business Continuity

"Do your backups actually work?" is the question partners can't confidently answer until something goes wrong, and by then it's too late.

​​

We implement documented, tested procedures:

• Daily automated backups of critical systems and data

• Monthly restore testing to verify recovery actually works

• Documented recovery procedures for different scenarios

• Clear escalation paths for data loss incidents

• Continuous monitoring with alerts if failures occur

 

If ransomware or data loss occurs during a critical period, you need immediate, verified recovery capability, not a discovery process about whether backups exist.

​

​

Access Control and Identity Management

Weak access management creates exposure: former staff retaining access, contractors with excessive permissions, shared passwords, no visibility into who accessed what.

​

We implement structured controls:

• Role-based access (staff access only what they need)

• Documented onboarding and offboarding procedures

• Regular access reviews removing stale accounts and permissions

• Audit trail of access to sensitive information

• Secure password management eliminating shared credentials

 

When staff leave, access is revoked systematically, not "when someone remembers."

​​​

​​

Remote Access and Secure Connectivity

Work-from-home capability is expected, but it can't compromise security:

• Zero-trust network access or secure VPN

• Device health verification before granting access

• Session management for remote connections

• Network segmentation for guest and personal devices

 

Partners and staff work from anywhere during busy periods. Security follows them.

​​

​​

Ongoing Security Oversight

Security controls degrade over time without active management. Staff changes require access adjustments, new threats require updated defences, business growth expands your attack surface.

 

We continuously review, test, and adjust security controls to reflect changes in your firm's risk profile, staff, and operations.

 

Quarterly security reviews ensure:

• Controls remain effective and current

• Gaps are identified and addressed proactively

• PI insurance requirements stay satisfied

• Partners maintain visibility without operational burden

​​

​​

What This Delivers

Confident answers when asked:

When your PI insurer asks about MFA and tested backups, you have documented evidence.

When clients ask how you protect their confidential information, you can describe layered controls and audit trails.

When auditors ask about access management, you have documented procedures and regular reviews.

​

Peace of mind during critical periods:

When tax season, EOFY, compliance deadlines, or trial dates hit, security isn't an additional worry. It's handled systematically, monitored continuously, and managed proactively.

​

Partners focus on clients and deadlines. We own the security risk.

​

​

Next Steps

Concerned about security exposure or insurer scrutiny?

​​

Security & Risk Review (30–45 minutes):

• Discuss current environment and data sensitivity

• Review insurer, client, and regulatory expectations

• Identify obvious gaps or risk concentrations

• Clarify what “good enough” looks like for your firm

​

No sales pressure. No tools discussion. Just a clear conversation about whether your current posture is defensible.