Client trust and compliance-ready technology for practices and firms.
Accounting, legal, real estate and allied health practices hold sensitive client and financial records, often with a small in-house team and real compliance expectations. A single compromised mailbox or unclear administrator access can put client trust and professional obligations at risk.
What the review covers
- Microsoft 365 tenant hygiene: administrator access, MFA, security defaults and audit logging.
- Secure handling of client files, trust records and financial data.
- Practice-management, CRM and client-portal platform risk review.
- Email security, phishing resistance and account recovery for client-facing staff.
- Ongoing monitored DMARC so invoice and trust-account scam emails can't be sent as your firm.
- Device management for office, reception and remote or hybrid staff, including business-owned managed iPad deployment for client-facing or field staff.
- Internet, telephony, hosting and software cost review.
- Documentation that survives staff turnover and practice growth.
- Mortgage and finance brokers: aggregator security requirements and offshore staff access — see Mortgage Brokers.
- Financial planners and accountants: licensee, professional body and PI insurance requirements — see Financial Planners and Accountants.
Good first step
A leadership technology review maps what exists, explains the risk in plain English, and gives your team a staged roadmap before any implementation decision.
Request a reviewFree, instant, no signup
See what a scammer could already fake about your business.
Enter your business domain and get a free, instant, plain-English snapshot of your email, DNS and website security — no signup, no obligation, and an honest note on what a free check can't see.
Run the free check
Designed to reduce operational drag.
The scope adjusts to your organisation's actual environment — from email security and cloud governance to network infrastructure, mobile devices, cameras and volunteer access.
Want more than a one-off review?
A Leadership Technology Review is the right starting point for most professional and office services, but some need an ongoing plan covering cyber protection, staff training, backup and disaster recovery. Managed IT Services covers that ground as fixed-price project work — scoped through an audit, not sold as an open-ended monthly contract.
A master plan, not a subscription
See what's included, and what it should cost, before you sign anything.
Managed IT Services