Confidential client data, wire-fraud exposure, and client-security questionnaires are the reality for legal, finance, and accounting firms. We close those gaps, and give you the evidence to prove it when a client, a regulator, or your insurer asks.
Legal, finance, and accounting firms hold exactly what attackers want, money in motion and confidential files, and answer to clients who now audit how you protect both.
Case files, financials, tax records, and privileged communications. A single exposure is a breach-notification event, a bar or board complaint, and a client-trust problem all at once.
Business email compromise targets firms that move client funds — escrow, trust accounts, closings, settlements. One spoofed instruction can send a wire that never comes back.
Corporate clients and their insurers now send security questionnaires before they engage. Without documented controls, the answers stall the engagement, or lose it.
Professional confidentiality rules, PCI for card payments, and state breach laws all carry real obligations. "We didn't know" is not a defense a regulator accepts.
The five security control planes and our managed-IT foundation, tuned to how a professional-services firm actually works, with the documentation to back it up.
Enforced MFA, least-privilege access, and encryption so client files are reachable only by the people who should see them, and every access is logged.
Identity & access→Advanced filtering, impersonation detection, and staff training, plus payment-verification practices that stop a fraudulent wire before the money leaves.
Email security→We map your controls to what corporate clients and their insurers ask, and keep the evidence current, so a security review moves the deal forward instead of stalling it.
Compliance & risk→Proactive monitoring, a certified help desk, and disciplined patching keep billable hours billable, not lost to a laptop that won't connect before a filing deadline.
Managed IT→Immutable backups and rehearsed recovery keep matters moving through a ransomware hit or a failed server, because a firm that can't reach its files can't serve its clients.
Backup & recovery→PCI for card payments, state breach-notification obligations, and cyber-insurance controls implemented, documented, and kept audit-ready, not reconstructed under pressure.
Compliance & risk→Yes — this is one of the most common reasons professional-services firms call us. We review the questionnaire, map your existing controls to it, close the gaps it exposes, and keep the supporting evidence current so the next one is faster. The goal is to move the engagement forward, not to stall it.
Layered. Advanced email filtering and impersonation detection catch most spoofed messages, enforced MFA stops the account takeovers behind them, and we help you put payment-verification practices in place, so a change to wire instructions is confirmed out-of-band before any money moves.
We work with legal, finance, and accounting firms in the Capital Region, so we build the program around professional confidentiality duties, privilege, and the specific data you hold, access is logged and least-privilege by default, and we document how client information is protected.
It depends on your practice, but commonly PCI-DSS if you take card payments, New York's breach-notification law, and the security controls your cyber-insurer requires. We map the ones that apply to you and keep the evidence audit-ready rather than reconstructing it before a deadline.
Core protections — 24/7 SOC monitoring, managed EDR, email filtering, and enforced MFA, are part of how we run managed IT. Deeper work like questionnaire readiness, compliance mapping, and payment-fraud controls layers on top for firms that need it. We'll scope it to your risk after a short consult.
Tell us about your firm. We'll show you where you're exposed today, and what a security program tuned to professional services actually looks like, and what it costs.