Security & Trust

How We Protect Your Business, in Plain Words

Insurers, accountants and your own customers now ask how your IT provider handles security. These are our house rules. If you have a questionnaire to fill in, send it over and we'll answer it.

Your data stays yours

Your email and files live in your own Microsoft 365 or Google account, owned by your company.

Multi-factor everywhere

Every account we use to manage your systems requires a second sign-in step.

Access is logged

Remote sessions and admin rights are recorded, so you can always see who did what.

Your Data Stays Yours

  • Your email, files and user accounts live in your own Microsoft 365 or Google Workspace account, registered to your company. We manage it for you. We don't keep copies of your files on our systems.
  • Licences are bought in your company's name, so they belong to you, not to us.
  • Your domain name goes in your own Cloudflare account, set up in your company's name. We're added as a manager, so you always hold the keys and we can still do the work.

How We Get Into Your Systems

  • Multi-factor sign-in on every account we use to manage yours. No exceptions for convenience.
  • Separate admin credentials for every client, kept in our Keeper password vault. Never shared between clients, never sent by email or text.
  • Remote support runs through our monitoring platform, and every remote session is logged.
  • Nobody keeps standing admin rights on your computers, including your own staff. Admin access is approved one task at a time and recorded.

What We Put on Every Computer

  • Monitoring and automatic security updates for Windows and your everyday software.
  • Email security that screens for phishing and malicious links before they reach the inbox.
  • A business password manager for your team, so passwords stop living in spreadsheets and sticky notes.
  • Email domain protection (SPF, DKIM and DMARC), so it's much harder for someone to send mail pretending to be you.
  • Antivirus with endpoint detection and response, watched for signs of an attacker, not just known viruses.
  • Backup of your Microsoft 365 or Google data, sized to what you actually need.

Money and Account Changes

  • Any request to change bank details, payment information or wire instructions is confirmed by phone, at a number we already have on file. Never the number in the email.
  • We will never ask for your password by email, text or phone.
  • New accounts, password resets and access for new staff go through a written request, so there's a record of who asked.

If Something Goes Wrong

  • We follow written response steps for a compromised account: lock it, reset it, check for hidden forwarding rules, review the sign-in history and confirm nothing else was touched.
  • We tell you what happened, what we did and what it means, in plain words, the same day.
  • If your insurer or a regulator needs a report, we write up the timeline for you.

If You Ever Leave

  • You get a clean handoff: admin credentials, documentation and licence details, handed to you or your next provider.
  • Our access is removed and our monitoring tools are uninstalled, and we confirm it in writing.
  • Nothing of yours is held back to keep you as a client.

When AI Is Involved

We use AI in our own work and build it for clients. The same rules apply.

  • AI only sees the systems you approve, and each connection gets the least access it needs.
  • Anything that sends a message, moves money or changes a system waits for a person to approve it.
  • We use business accounts with AI providers, which don't train their models on your data by default.

Got a Security Questionnaire?

Cyber insurance renewals, CPA audits and larger customers all send them now. Send it over and we'll go through it with you and tell you what it takes to answer it well. If you handle patient health information, we'll also sign a Business Associate Agreement.

Send It to Us

Last reviewed: October 2026

Want to Know Where You Stand?

The free assessment checks your current setup against these same rules and tells you, in plain words, where the gaps are.