Client Trust. Defensible Evidence. Fewer Surprises.

Client Data Protection Quick Check

Start the Quick Check

Client trust depends on more than having IT tools in place. Answer 7 quick questions to see whether your firm can prove client-data protection is actively managed — before a client, insurer, auditor, or disruption asks for evidence.

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Can your firm prove MFA is enforced for all active users and administrators?*
Are former employees, contractors, and unused accounts removed from critical systems on a recurring basis?*
Can your firm show that workstations and servers are actively monitored and protected?*
Can your firm show successful backup and recovery evidence for critical client data?*
Does your firm know where confidential client data is stored, shared, and accessed?*
Are security exceptions, open risks, or delayed fixes reviewed by leadership on a regular cadence?*
If a client, insurer, auditor, or regulator asked for proof, could your firm produce clear evidence within 48 hours?*
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