Service line S–03 · Offices & professional services
Built for offices that keep secrets.
Tax returns, case files, policy records — your office runs on other people’s most sensitive information. We keep the systems holding it monitored, backed up, and documented, so when a client, carrier, or regulator asks how it’s protected, you have a real answer.
For law · accounting & tax · insurance · financial services
This is our Managed IT service, shaped for offices — see the full service line01 The questionnaire is coming
Someone is going to ask how you protect client data.
Maybe it’s your cyber-insurance renewal. Maybe it’s a carrier audit, a client’s security addendum, or a written-security-plan requirement. The questions are the same ones every year — and “our IT guy handles it” has stopped being an acceptable answer.
The questionnaire test fig. 1
- Q1 Is multi-factor authentication enforced on email and remote access?
- Q2 Are all workstations covered by monitored threat detection?
- Q3 Are backups encrypted, kept off-site, and tested?
- Q4 Do you have a written information security plan?
- Q5 Who reviews account access when someone leaves?
If the honest answer is “I’d have to check” — that’s the gap we close.
02 Managed IT, office edition
The controls they ask about, actually running.
This is our Managed IT service — same standard of care, tuned to an office that lives on confidential client files. Assessment first, then a line-item quote — and any change to it explained in writing before it takes effect.
MFA on every account
Every user, every login, from day one — the first question on every questionnaire, answered. Not optional, not an upsell.
Monitored threat detection
Every workstation and server watched with modern detection and response — built to contain a bad afternoon before it becomes a closed office.
Backups tested, not assumed
Client files, email, and the systems your office runs on — backed up, encrypted, and restore-tested before you ever need them.
Email that isn’t the weak link
Phishing and spoofing protection on the front door of your practice — because the wire-fraud email always arrives during your busiest week.
Documentation you can hand over
Your environment written down in plain language — devices, access, vendors, policies. The raw material of a written security plan, kept current and belonging to you.
Access that ends on the last day
Accounts provisioned properly on the way in, shut down completely on the way out. No former employee still syncing client files to a personal laptop.
The office network, done with the same discipline.
The segmentation we deploy in storefronts, tuned for an office: your client files and workstations on one network, phones on another, waiting-room WiFi on a third that never touches either. Documented, monitored, defended — and yours to own.
03 Who this is for
Different letterhead. Same obligation.
Every professional office carries a duty to the people in its filing cabinet. What changes is who’s asking you to prove it.
Accounting & tax
The FTC Safeguards Rule requires firms that prepare taxes to maintain a written information security plan — and your PTIN renewal asks you to confirm your data-security responsibilities. We run the technical controls the plan calls for and keep the documentation current, so the answer is yes and you can prove it.
Law offices
No regulator hands you a checklist — just a confidentiality duty that follows every file, courts that run on deadlines, and clients and malpractice carriers who increasingly ask how client data is protected. Downtime during a filing week isn’t an IT problem; it’s a practice problem.
Insurance & financial
Carriers, broker-dealers, and state regulators send security questionnaires, and your book of business is a filing cabinet of other people’s Social Security numbers. We keep the controls they ask about actually running — not just checked off.
One honest boundary: we run the technical controls and keep the documentation current — your attorney or compliance advisor owns the legal side of any plan. We’ll happily sit at the same table with them.
One relationship, if you want it.
Most offices also need a website that looks like the practice they actually run. Our managed website adds your site, domain, and professional email to the same monthly relationship — and bundling trims the combined number on your quote.
The conversation costs nothing
One honest look at your office.
Bring the last security questionnaire that made you sweat — from a carrier, a client, or your insurance renewal. We’ll go through it together and tell you exactly where you stand, even if the answer is “you’re fine.”
no sales script · no obligation · you talk to the person who does the work