Secure, auditable technology for firms trusted with client data
Accounting, legal, advisory and financial firms handle confidential information and payment instructions every day. We build controls that protect them and produce the evidence clients and auditors expect.
Operating realities we plan around
- Business email compromise
- Fraudulent payment requests target firms that move client funds. Email authentication, MFA and verification routines reduce the risk.
- Client confidentiality
- Access follows matters and roles, files are shared through controlled platforms, and devices are encrypted.
- Evidence on request
- Clients, regulators and auditors ask how data is protected. Logs, policies and test records answer with facts.
- Remote and mobile work
- Staff meet clients off site. Secure remote access and device management keep work possible without widening exposure.
- Continuity
- Deadlines do not move for outages. Backups, recovery tests and alternative ways of working keep services running.
Where projects in this sector usually start
These services come up first most often. The order depends on your sites, systems and risks.
Questions to settle early
What controls do clients usually ask about?
Commonly: MFA, encryption of devices and data, access reviews, backup and recovery testing, incident response procedures, and how vendors with access are managed.
Is zero trust realistic for a mid-sized firm?
Yes, as a phased approach: strong identity first, then device checks, least-privilege access to applications and data, and monitoring. It does not require replacing everything at once.
How do we reduce payment fraud risk?
Combine email authentication (SPF, DKIM and DMARC), MFA, warnings on external email and a mandatory call-back to a known number before changing any payment details.
Related guides and scenarios
Guides
Clients asking how you protect their data?
Start with an assessment that shows where you stand and what evidence you can already produce.