Professional Services · Compliance-Grade IT
Law firms, accounting and tax practices, consultancies, and engineering firms run on trust and confidential information. A breach is not just downtime, it is a professional liability, an ethics problem, and in many cases a regulatory one. We build IT that treats your clients' data the way you are obligated to.
Last updated: June 11, 2026
It includes a written information security program, encryption and access controls scoped to client matters, multifactor authentication, email security against business email compromise, tested backup and recovery, an incident response plan, and the documentation your regulators, your bar, and your cyber insurer all ask for. Most generic IT covers the network. Professional services IT covers the obligation that comes attached to every client file you hold.
If you prepare taxes or provide accounting services, the FTC Safeguards Rule treats you as a financial institution under GLBA. That means a written information security program, a named qualified individual, risk assessments, encryption, and an incident response plan are not optional. The IRS requires a written data security plan to maintain your PTIN. Most small firms have neither, and do not know they are exposed until an audit or a breach.
State bar rules impose an ethical duty of competence that now includes reasonable cybersecurity. A breach of client confidences can mean malpractice exposure, bar complaints, and mandatory client notification. Privilege does not survive careless data handling. We build controls that make confidentiality defensible, not just hoped for.
Your cyber policy renewal asks whether you have MFA everywhere, endpoint detection and response, tested backups, and email security. Answer wrong and a future claim gets denied for misrepresentation. We implement the controls and hand you the documentation, so what you attest to is true.
Your clients' intellectual property, bid data, designs, and contracts live in your systems, often under NDAs with security obligations you signed without IT review. We map those obligations to actual controls so a promise is one you are actually keeping.
| The Exposure | What It Costs | What We Do |
|---|---|---|
| Wire and trust-account fraud via business email compromise | Misdirected client funds, trust accounting violations, bar referral | Phishing-resistant MFA, money-movement verification, inbox-rule monitoring |
| No written information security program | FTC and IRS exposure, failed cyber insurance claims | We write it, maintain it, and keep the evidence current |
| Staff pasting client data into AI tools | Confidentiality breach, privilege waiver, contract violation | AI discovery, written policy, and monitoring (see AI services) |
| Backups never restore-tested | Permanent loss of matter files and work product | Encrypted, monitored, restore-tested on a schedule |
| Shared logins and no access control by matter | Inability to prove who accessed what during a dispute | Per-user identity, least-privilege access, audit logging |
Professional services sits alongside healthcare and financial services as one of our three specialty industries, and gets the identical foundation: a 15-minute critical response SLA, 24/7/365 monitoring, named engineers who learn your environment, and quarterly reviews that tie technology to risk and growth. The difference is depth in your specific obligations, whether that is the Safeguards Rule, bar duties, or the security clauses buried in your client contracts.
Find out where your firm stands against the obligations your clients, your bar, and your insurer expect you to meet. Start with the assessment.