The realities for small firms
- Email is the front door. The most common incidents at professional firms aren't exotic hacks — they're compromised mailboxes, lookalike domains, and altered payment instructions. The defenses are largely configuration: MFA, spoofing protections, mailbox rule auditing.
- Clients are asking — and so is everyone behind them. Corporate clients send security questionnaires before engaging outside counsel or accountants; for advisory practices it's custodians, broker-dealers, and cyber insurers asking the same questions, and regulators increasingly want to see a documented program rather than hear assurances. "We take security seriously" without specifics doesn't pass anymore.
- Confidentiality is professional, not just technical. Privileged and confidential material in personal OneDrives, forwarded to home email, or shared with "anyone with the link" is a professional-responsibility problem wearing a technical costume.
- Deadlines make you a target for disruption. Tax season and filing deadlines mean downtime costs more — which makes tested backup and recovery non-negotiable.
What we do for firms like yours
Security assessment
A scored baseline across identity, email, devices, data, and backup — with a prioritized 90-day fix list. How it works →
Email fraud defenses
MFA everywhere, SPF/DKIM/DMARC done right, mailbox rule audits, and protections against payment-redirection attempts.
Confidential data controls
Sharing settings, access tied to matters and roles, and clean offboarding when staff or partners leave.
Questionnaire readiness
A documented security program that turns client, custodian, and cyber-insurer questionnaires — and regulator requests — from a scramble into a template.
Tested recovery
Verified backup for email and documents — sized for a firm where a lost week is a lost client.
Staff training
Phishing simulation and short, non-condescending training — available in our ongoing partnership tiers.
Your IT provider stays. Most firms we work with already have an MSP they like. Good — we complement them, never replace them. They keep systems running; we set the security roadmap, measure progress, and handle the client-facing security story.
Why firms choose us
- About 90% of fixes use what you already own — your Microsoft 365 licenses carry most of the needed security features, switched off.
- Plain English reporting — managing partners shouldn't need a translator.
- Built for 1–100 employees — a three-partner firm is not too small.
- Local — Lehi, Utah; in person across Utah County, Salt Lake County, and Silicon Slopes; remote nationwide.
If a client ever requires a formal security gap analysis, the same assessment baseline feeds straight into it — we cover the security and technology side only, not certification.
Frequently asked questions
Do you work with law firms, accountants, and financial advisors specifically?
Yes. This page is built for professional services and advisory firms — law firms, accounting and CPA firms, consultancies, and financial advisors and RIAs — all of which run on client confidentiality and live in email. The security work is largely the same across them: lock down Microsoft 365, stop email and wire fraud, and document a program you can show clients.
Can you help us answer a client, custodian, or insurer security questionnaire?
That's one of the most common reasons firms call us. We build a documented security program from a scored assessment, so a client security questionnaire, a custodian or broker-dealer review, or a cyber-insurance renewal application can become a template you reuse instead of a scramble each time.
Do we have to replace our IT provider or MSP?
No. We complement your IT team or MSP, never replace them. They keep systems running; we set the security roadmap, configure the protections, and handle the client-facing security story. Most firms we work with already have an MSP they like.
Will this require buying new security software?
Rarely. About 90% of the fixes use tools you already own — your Microsoft 365 licenses carry most of the needed security features, just switched off. Typical additions are a third-party Microsoft 365 backup and a password manager, each a few dollars per user per month.
Do you handle SOC 2, HIPAA, or compliance certification?
We cover the security and technology side only — assessment, configuration, documentation, and training. The same baseline feeds straight into a formal gap analysis if a client or regulator requires one, but we don't certify firms, run audits, or give legal or compliance advice. When a question is genuinely legal, we'll say "ask your counsel."
Make confidentiality something you can demonstrate.
Tell us about your firm and we'll get back to you soon. Or call (949) 802-4831, Mon–Fri 9am–5pm MT.