25+ Years Security Experience•Enterprise Security Leadership
FTC Safeguards Specialist
For Regulated Industries
Dedicated vCISO
Not a Help Desk Ticket
Audit-Ready Documentation
Pass Exams. Avoid Fines.
Industry Focus

Professional Services

• Client confidentiality exposure • Increasing insurance carrier requirements • Unsecured file sharing with clients • Remote/hybrid device security gaps • Email impersonation of partners and executives

Professional Services
Risk Mitigation

Security Priorities

Addressing the most critical risks and compliance requirements for your organization.

Primary Controls

  • Modern identity management and MFA
  • Secure client collaboration spaces
  • Email authentication and phishing prevention
  • Device and data governance
  • Logging for auditability

Strategic Alignment

Our approach ensures that these priorities are not just technical fixes but are aligned with your broader business goals, reducing operational friction while maximizing security posture.

Business-aligned
Risk-prioritized

Subject to FTC Safeguards Rule?

Free compliance assessment for CPA firms

Assess Compliance
Technology Solutions

Industry Use Cases

Microsoft 365

  • Teams client hubs
  • SharePoint for secure file exchange
  • Purview labels for client files
  • Device compliance via Intune

AI & Automation

  • Contract/document analysis using Copilot
  • Automated meeting notes and summaries
  • AI-driven research workflows
  • Safeguarded prompt templates for client use
Risk & Compliance

Compliance & Insurance Alignment

Professional services firms must protect client confidentiality, meet growing insurance scrutiny, and align with client and regulatory expectations.

Key Frameworks

  • NIST CSF 2.0: ID.GV – Governance
  • NIST CSF 2.0: PR.DS – Data Security
  • NIST CSF 2.0: PR.AA – Access Control
  • CIS Controls v8: 3 – Data Protection
  • CIS Controls v8: 6 – Access Control Management
  • CIS Controls v8: 14 – Security Awareness and Training

Insurer Controls

  • MFA on email and remote access
  • Endpoint protection on consultant devices
  • Backups for shared client workspaces
  • Policy and procedure documentation
  • Security awareness training

Regulatory

  • Client contractual confidentiality clauses
  • Industry-specific confidentiality obligations (e.g., legal/CPA ethics
  • Data protection expectations from key enterprise clients
Free Assessment Tool

Is Your Firm FTC Safeguards Compliant?

CPA firms and tax preparers are required to maintain a comprehensive information security program under the FTC Safeguards Rule. Our interactive checklist evaluates your compliance across all 9 required elements.

  • Assess all 9 required compliance elements
  • Get personalized gap analysis in minutes
  • Receive prioritized remediation recommendations
Start Free Assessment

Our services for Professional Services

Explore our core service offerings tailored for Professional Services organizations.

Cybersecurity

Risk assessments, penetration testing, and security operations

vCISO & Governance

Strategic security leadership and policy development

Microsoft 365

M365 security, migration, and optimization

Infrastructure & Zero Trust

Modern infrastructure and zero trust architecture

AI & Automation

AI strategy, governance, and automation solutions

Explore other industries we serve

HealthcareFinancial ServicesNonprofitsConstructionCreative Agencies
View all locations we serve across the United States
Support

Frequently Asked Questions

We specialize in regulated and compliance-driven industries including: healthcare (HIPAA), financial services (GLBA, SEC, FINRA), professional services (CPA firms, law firms), construction, nonprofits, and creative agencies. Our industry expertise means we understand your specific compliance requirements and risk profiles.

Industry expertise translates to faster time-to-value. We understand your regulatory landscape, common pain points, typical technology stacks, and what cyber insurers look for in your sector. This means less time explaining your business and more time solving problems.

We focus on small and mid-sized businesses—typically organizations with 10-500 employees and $5M+ in revenue. Enterprise security principles apply at every scale, but implementation must be right-sized for SMB budgets and resources.

Common frameworks we support include: FTC Safeguards Rule, HIPAA, PCI DSS, SOC 2, NIST Cybersecurity Framework, CIS Controls, NYDFS 23 NYCRR 500, and CCPA/CPRA. We also help with cyber insurance compliance requirements.

We complement your existing IT team or MSP rather than replacing them. Your IT provider handles day-to-day operations; we provide security strategy, compliance guidance, and oversight. We define what needs to be done; they implement it.

Protect Your Professional Services Data from Ransomware.

See how we lower liability for Professional Services firms with a dedicated vCISO.