Cloud & Infrastructure
We architect Microsoft 365, encrypted cloud storage, and secure backups around your confidentiality obligations and data custody from day one, not as an afterthought when something goes wrong.
Most small-practice data breaches are caused by misconfigured cloud settings, not hackers. We eliminate that risk before it costs you a client.
The Problem
Your firm's data is living in systems that were configured once and never reviewed. Default settings, no access controls, backups that may or may not be running. It works, until it doesn't.
Microsoft 365 out of the box is not configured for a practice handling confidential client data. Without proper conditional access, MFA enforcement, and data loss prevention, your client files are accessible to anyone who compromises one password.
Most firms think they have backups. Few have ever tested a restore. When ransomware hits or an employee accidentally deletes years of client files, that's when you find out.
The FTC Safeguards Rule and IRS Publication 4557 impose written security requirements on CPAs and financial advisors. The ABA requires attorneys to be competent with the technology they use. Misconfigured cloud infrastructure isn't just a tech problem. It's a compliance problem.
of breaches involve compromised credentials, preventable with proper MFA and access controls
securing federal systems for FBI, DOJ, State, and Education, that standard applied to your firm
cost to find out exactly where your firm's cloud infrastructure stands, free risk assessment, no obligation
What You Get
We don't just migrate your data to the cloud. We architect the entire environment around the obligations your practice carries, so your technology actually matches your professional standards.
Full deployment and security hardening of Microsoft 365, conditional access policies, MFA enforcement, data loss prevention, and admin controls configured to federal security standards.
We migrate your existing files, email, and systems to Microsoft 365 or Azure with zero downtime and zero data loss, with full data custody documentation throughout the process.
Automated encrypted backups with tested restore procedures. We don't just set it up, we verify it works and document your recovery time objective so you know exactly what happens if the worst occurs.
Role-based access controls so your team only accesses the files they're supposed to. Onboarding and offboarding handled systematically, no more departed employees with active credentials.
DKIM, DMARC, and SPF configured correctly. Anti-phishing and anti-spoofing protection enabled. Your firm's email is one of the most common attack vectors, we close that door.
Continuous monitoring of your Microsoft 365 environment for anomalous access, suspicious login attempts, and policy violations, with alerts and response before it becomes a breach.
We built and managed infrastructure for U.S. government agencies where a misconfigured system is a national security incident. The FBI does not accept "we're working on it." We apply that same standard to every practice we work with, because your clients deserve nothing less.
Get Your Free Risk AssessmentWhat You Don't Have to Do
Cloud infrastructure is complex. Managing it correctly for a professional practice is more complex. Here's what comes completely off your plate when you work with us.
No reading Microsoft documentation or figuring out which security settings to enable
No manually managing who has access to what files and folders
No worrying whether your backups are actually running and restorable
No chasing departed employees to revoke their system access
No figuring out if your email authentication is configured correctly
No wondering whether your setup actually meets the security standards your industry requires
We start every engagement with a free 30-minute IT Risk Assessment. You'll get a plain-English summary of your current cloud security posture and a specific recommendation on what to fix first.