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.
What Boutique Financial Firms Need to Know About DORA If They Work with EU-Based Clients or Counterparties
US boutique advisory firms may have indirect DORA obligations through EU client and vendor relationships. Here's what to check before it catches you off guard.
Read article →The Shared Drive Audit: How CPA Firms Can Find and Fix Years of Permission Sprawl
CPA firms accumulate years of messy folder permissions. Here's how to audit your shared drives, fix access sprawl, and keep it clean going forward.
Read article →What Law Firms Need to Know About AI-Powered Legal Research Tools and Bar Ethics Rules
Bar associations are issuing ethics opinions on AI legal research tools. Here's what small law firms need to know about competence, confidentiality, and supervision.
Read article →Why Switching Accounting Software Is an IT Project, Not Just a Software Decision
CPA firms underestimate what happens after contract signing. Here's why accounting software migrations are an IT project first.
Read article →How SEC Regulation S-P Changes Are Raising the Bar for Small RIAs in 2024 and Beyond
The SEC's 2024 Reg S-P amendments expand incident response rules for small RIAs. Here's what boutique firms must do before the deadline.
Read article →The Device Lifecycle Problem Small Law Firms Keep Ignoring (And Why It Becomes a Breach Risk)
Retired laptops and tablets may still hold client data. Here's what a proper law firm device lifecycle policy looks like-and why it matters.
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.