Licensee and compliance questions stop being a guess
Security configured properly and documented in writing, so an AFSL licensee, dealer group or professional body request becomes something you can answer, not something you scramble for.
For financial planners and accounting practices
Client trust runs on the same systems as everything else in your practice.
Licensee obligations, professional body standards and the sheer amount of sensitive financial data sitting in email, cloud storage and practice management software all come back to the same question: could you show someone exactly what's in place if they asked? Suburban Secure gives advisers and accountants a clear, independent way to answer that.
Sound familiar?
- Licensee, dealer group or professional body security requirements that feel like a moving target.
- Client financial and identity data spread across email, cloud storage and a practice management platform nobody's properly reviewed.
- A PI insurer or licensee starting to ask for evidence, not just an assurance, that basic controls are in place.
- No one person who could clearly explain your Microsoft 365 or Google Workspace administrator access if you were asked.
If any of that sounds familiar, an independent review turns "we're probably fine" into a documented answer.
Good first step
A Leadership Technology Review maps your email, cloud, devices and access, then hands you a plain-English, prioritised plan — yours to keep, whoever ends up actioning it.
Start a reviewHow Suburban Secure supports advisers and accountants.
Microsoft 365 or Google Workspace, managed with client data in mind
Administrator access, MFA and file sharing reviewed and locked down around the sensitivity of the financial and identity data a practice actually holds.
Independent of your practice software vendor
Advice that isn't shaped by a referral arrangement with your practice management platform or licensee's preferred supplier.
Documentation you keep, whoever asks next
When the licensee, PI insurer or a new partner asks, the answer is already written down — not rebuilt from memory each time.
Questions we're often asked.
How much does this cost, and do you publish pricing?
Every review and project is quoted after a short discovery conversation, once we understand your environment and what actually needs doing — a church running three volunteers and a shared inbox is a different job to a business with fifty staff and a dozen cloud subscriptions. We don't publish fixed price lists publicly, but we're happy to talk through indicative pricing directly if you get in touch and ask.
Are you trying to replace our existing MSP or IT provider?
You can keep your existing provider. Our review gives you documented findings and priorities that your team, your MSP or Suburban Secure can act on. Implementation and any ongoing service are separate choices, with responsibilities agreed before work begins.
Do you provide onsite IT support, or is this all remote?
The work is remote-first by design — identity, email and cloud security don't need someone on-site to fix properly, and staying remote is part of what makes fixed-scope, upfront-quoted pricing possible. If you need hands-on desktop or hardware support, that's a good complement to run alongside an existing onsite provider or Townsville Computer Man, not a replacement for either.
Will the first conversation be a sales call?
The first conversation is to understand your situation and work out whether a review or project would genuinely help. If Suburban Secure isn't the right fit, that gets said plainly rather than turned into a pitch.
Can you help us meet our licensee, dealer group or professional body's security requirements?
Yes. Whether the requirement comes from an AFSL licensee, a dealer group, the Tax Practitioners Board or a professional association, the underlying work is usually the same — documented administrator access, MFA, secure file sharing and a written record of what's in place. We translate the requirement into the actual technical controls and document it so you have a clear answer when it's asked for.
Do you work with practice management software like Xplan, Xero, MYOB or Class?
We don't build or support the practice management platform itself, but we regularly work around it — securing the Microsoft 365 or Google Workspace tenant it connects to, reviewing who has administrator access, and making sure client financial data held in email and file storage is properly protected.
Can you help with the security evidence our PI insurer or licensee asks for?
Often, yes. Professional indemnity insurers and licensees are increasingly asking for evidence of MFA, backups, a documented incident response process and a risk assessment before they'll renew or approve. A Leadership Technology Review or GRC engagement produces exactly that kind of documentation.
Do you work with sole practitioners or larger firms?
Both. A sole practitioner usually needs a tight, well-documented Microsoft 365 or Google Workspace setup and a clear answer for their licensee. A larger firm with several advisers, para-planners or support staff needs role separation and access review on top of that. The engagement is scoped to the size of the practice.
Ready for a clearer picture?
Whether you're dealing with a current concern or just want a documented answer for your licensee or insurer, the first step is a calm, no-pressure conversation.