Resources for professional services firms
Free guides, webinar replays, and expert insights to help your firm make smarter IT, cybersecurity, and compliance decisions.
Free Guides
Download our most popular guides — no strings attached.
The IT Buyer's Guide for Professional Services Firms
Everything you need to evaluate, compare, and choose the right managed IT provider for your firm.
Get My Free Guide →The Cybersecurity Insurance Guide
What your firm needs to know about cyber insurance — requirements, coverage gaps, and how to qualify.
Get My Free Guide →FTC Safeguards Compliance Guide
Step-by-step compliance guide for the FTC Safeguards Rule — critical for CPA firms and financial services.
Get My Free Guide →The SMB's Guide to AI
A practical guide to adopting AI in your professional services firm — without the hype or the risk.
Get My Free Guide →Free Tools
Check your firm's email security posture in seconds — no signup required.
Webinar Replays
Watch recordings of our past webinars on cybersecurity, AI, and IT strategy.
Free webinar recordings covering cybersecurity, AI adoption, compliance, and IT strategy
Each webinar is designed specifically for professional services firms — CPA practices, law firms, and financial advisors.
Watch Webinar Replays →Latest from the Blog
Expert insights on cybersecurity, compliance, AI, and managed IT.
How Boutique RIAs and Financial Advisors Should Think About Vendor Risk Management
Boutique RIAs are responsible for how client data is protected-even when a vendor holds it. Here's how to build a practical vendor risk management process.
Read article →What Accounting Firms Should Actually Put in a Client Data Retention and Destruction Policy
Most CPA firms' data retention policies are outdated or missing entirely. Here's what a defensible, practical policy actually needs to cover.
Read article →How to Evaluate an AI Tool Before Your Financial Advisory Firm Starts Using It with Client Data
A practical checklist for financial advisors, CPAs, and attorneys to vet AI tools before client data ever touches them.
Read article →The Microsoft 365 Settings Small Law Firms Forget to Lock Down After Setup
Microsoft 365 isn't secure out of the box. Here are the specific default settings small law firms must change to protect client data and meet bar obligations.
Read article →The Email Archiving Requirements CPA Firms Keep Overlooking (And the IRS Notices That Follow)
AICPA, IRS, and state board rules each govern CPA email retention. Learn what's required, what's missing, and how to fix it before an audit.
Read article →Why Law Firms Are Still Getting Breached After Buying Cybersecurity Insurance
Cybersecurity insurance won't save your law firm if basic security controls are missing. Learn what policies cover, what they don't, and how to avoid claim denial.
Read article →Let's talk about your firm's IT strategy
Have questions about cybersecurity, compliance, or managed IT? Book a free 15-minute discovery call.