Services

Microsoft Copilot deployed inside your own tenant. Client data stays walled off and is never used to train public models.

Every prompt and response is processed within your Microsoft 365 boundary under your existing data-residency and retention policies. No content is retained by the model provider or exposed to third-party inference: the same commercial data protections that govern your email and files govern the AI.

You receiveA tenant-scoped Copilot deployment, verified model-training opt-outs, and a written summary of exactly where your data can and cannot travel.

Automated guardrails that stop sensitive information (SSNs, financials, client identifiers) from leaving your environment through staff or AI.

Sensitivity labels and content-inspection policies classify documents automatically and block prohibited egress at the moment it is attempted, rather than surfacing it in a later audit. Every policy violation is logged and routed to your designated compliance lead.

You receiveA sensitivity-label taxonomy built around your document types, an enforced DLP policy set, and monthly violation reporting.

Copilot configured and your team trained, so routine analysis, document review, and email triage take less of the day.

We map your highest-friction tasks to vetted Copilot workflows and codify them into reusable, governed prompt templates, so the firm gets one reliable method instead of forty improvised ones. Adoption is measured against baseline, making the time savings demonstrable rather than assumed.

You receiveA firm prompt library, live staff training sessions, and quarterly adoption reporting against your pre-AI baseline.

A dated record of what AI was used for and by whom, the answer to the question a peer reviewer or insurer will eventually ask.

Audit logging captures Copilot activity across the tenant, retained under your policy and reviewable on demand. When a client, regulator, or carrier asks how AI touches their data, you answer from a record instead of a recollection.

You receiveStanding audit-log configuration, a quarterly usage summary, and a client-facing AI usage statement you can hand out when asked.

Behavioral monitoring on every workstation, watching for ransomware and stopping it before it runs.

Telemetry is continuously correlated against known adversary tradecraft and flagged the moment behaviour deviates from baseline. Compromised hosts are quarantined from the network automatically, containing lateral movement before one bad click becomes a firm-wide incident.

You receiveEDR agents on every endpoint, 24/7 alerting, automatic isolation of compromised hosts, and incident notification with plain-language next steps.

Operating systems and core software (including your tax and practice-management platforms) kept current in the background.

Updates are staged, tested, and deployed on a defined maintenance cadence that eliminates known-exploited vulnerabilities without interrupting a filing deadline. Deployment status is evidenced per endpoint, so "are we patched?" has a documented answer.

You receiveA written patch cadence scheduled around your season, per-endpoint compliance reporting, and priority handling of actively exploited vulnerabilities.

Enterprise password vaults for the whole firm, enforcing strong credentials and removing local password sprawl.

Credentials are generated, rotated, and stored in an encrypted vault with role-based access and a full audit history. Shared local passwords are eliminated rather than merely discouraged, and privileged access is scoped strictly to need, with MFA enforced across the environment.

You receiveFirm-wide password vaulting, enforced MFA, role-scoped access with audit history, and offboarding that actually revokes everything on day one.

A named advisor who knows your environment, attends the conversations that matter, and answers the security questions clients and insurers now ask.

Cyber-insurance applications, client security questionnaires, vendor diligence, and board-level questions are handled by someone who actually runs your controls, not answered from guesswork. Posture is reviewed with leadership on a standing cadence.

You receiveCompleted insurance and client questionnaires, quarterly posture reviews with leadership, and a direct line when something looks wrong.

Risk assessments mapped to the IRS Security Six and the federal requirements that govern your firm.

We benchmark your environment against each required safeguard and document the gap with the evidence regulators expect to see. The outcome is a defensible written record of your compliance posture at a point in time, the document you produce when the letter arrives.

You receiveA full safeguards assessment, a gap register ranked by exposure, and a signed WISP that describes your firm as it actually operates.

Clear, prioritized action plans that name each exposure and the steps to close it.

Every finding is ranked by real-world risk and paired with a scoped remediation, an accountable owner, and a timeline. Leadership receives a single prioritized roadmap rather than a raw vulnerability dump, and progress against it is tracked engagement over engagement.

You receiveA prioritized remediation roadmap with owners and dates, plus quarterly progress reporting leadership can read in five minutes.

Phishing simulations and short monthly modules that keep staff sharp and satisfy training mandates.

Simulated campaigns mirror the lures actually targeting financial practices (IRS impersonation, e-file credential theft, client-portal spoofs) and results feed adaptive follow-up training. Completion and susceptibility metrics are tracked for your documentation.

You receiveMonthly phishing simulations, short role-relevant training modules, and the completion records your WISP and insurer require.

A written plan is only useful while it still describes your firm. We keep yours current as systems, staffing, and tooling change.

Staff changes, new software, new AI tools, and new guidance are folded into the plan on a standing review cycle, so the document on file always matches the firm that exists. An outdated WISP reads to a regulator as no WISP at all.

You receiveScheduled plan reviews, updates within days of material changes, and a version history showing continuous maintenance.