A growing GTA accounting firm handled years of client tax records and financials with no real security behind them. A Health Check found the gaps; a focused project closed them before their busiest season.
Representative example — details anonymized to protect client confidentiality.
The firm had grown fast and shifted to hybrid work, but security hadn't kept up. Backups ran but had never been tested for recovery, staff shared admin logins, there was no multi-factor authentication, and email had no phishing protection — all while holding sensitive client tax and financial data with CRA EFILE and CPA Ontario obligations in the background.
Within two weeks the firm went from an exposed setup to a hardened, monitored environment — and sailed through tax season with no security incidents and no downtime.
The Health Check gave the partners a clear, plain-language picture of their risk for the first time — and a fixed-price plan to fix it, with no jargon and no surprises.
Start with a fixed-fee Health Check — no obligation.