Sector Briefing

CONFIDENTIALITY IS WHAT CLIENTS PAY YOU FOR

Law firms, accounting practices, and advisory shops hold their clients' most sensitive material: case files, financials, tax records, deal terms, privileged conversations. A breach is not just an IT problem; it is an ethics problem, a liability problem, and a trust problem all at once. We protect that confidentiality and help you pass the security questionnaires clients and partners now send before they sign.

Threat Profile

WHERE PROFESSIONAL GETS HIT

01

Breach of Confidential Client Files

Privileged documents, tax filings, and financial records are exactly what attackers want. A leak can bring ethics complaints, malpractice exposure, and the loss of the client relationships your firm is built on.

02

Email Fraud & Redirected Wire Instructions

Trust-account transfers, closing funds, and client payments make firms a prime target for fake-invoice and wire-redirection scams. A hacked partner inbox lets an attacker pose as you to your own clients.

03

Ransomware That Stops Billable Work

Court deadlines and filing dates do not pause for an outage. Ransomware that locks your document or practice-management system freezes billable work and puts client matters at risk.

04

Data Walking Out With Departing Staff

Associates and staff often have access to far more client files than they need. Without tight access limits and monitoring, a departing employee can leave with client lists, work product, and confidential records.

Our Approach

DEFENSE IN DEPTH

We never rely on a single control. We layer protection around your business, so one failure never becomes a breach.

Defense in depth: layered protection wrapping the business — email and perimeter, identity and access, devices and endpoints, cloud and data.
Email & PerimeterFiltering · anti-phishing
Identity & AccessMFA · conditional access
Devices & Endpoints24/7 managed detection
Cloud & DataHardening · immutable backups
Your business & data
Compliance & Standards

WHAT YOU'RE HELD TO

The frameworks, regulations, and contractual demands that shape security in your sector, and that we build your program to satisfy.

SOC 2
ABA Model Rule 1.6 (confidentiality)
IRS Publication 4557 (tax preparers)
GLBA Safeguards Rule
NIST CSF 2.0
How We Engage

OUR PLAYBOOK

01

Email & Wire-Fraud Defense

Login security (MFA), phishing and impersonation filtering, and a written process to verify trust transfers and client payments, protecting both your firm's money and your clients'.

02

Control Over Who Sees Client Data

Access limited to what each person needs, full activity logging, and document controls in Microsoft 365 or Google Workspace, so confidential matters stay confidential and offboarding leaves nothing behind.

03

SOC 2 & Security-Questionnaire Readiness

Policies, controls, and documentation mapped to SOC 2 and the security demands clients send, so you can win and keep the work that requires proof of a real security program.

Field-Proven

Led by a USAF veteran and Certified Ethical Hacker, our programs are built to pass the same client and insurer security questionnaires your firm now faces — backed by documentation, not hand-waving.

Start With a Free 30-Minute Conversation

NO PRESSURE.
JUST A PLAN.

Cybersecurity gap, IT problem, or just not sure where to begin? We'll listen first, recommend second, and only propose what actually serves you.

connor@tremodi.com