Industry guidance
Cybersecurity for Small Professional Services Firms
Quick answer
Professional services firms usually depend on email, shared documents, client data, and a small number of privileged accounts. A focused baseline reduces the most common account and data risks.
Who this is for: Accounting, legal, consulting, marketing, and other professional services firms.
What to do
- 01Secure email, finance, document, and client-portal accounts with MFA.
- 02Use separate administrator accounts and review client-data access.
- 03Set clear retention, sharing, vendor, and offboarding practices.
- 04Prepare a phishing and business-email-compromise response plan.
What this does not cover
Industry guidance is a practical starting point, not a complete audit, certification, or legal determination. Requirements depend on your systems, contracts, jurisdictions, and data.
This page is educational information, not legal advice or a professional security audit. Check the official requirements and get qualified help when your circumstances require it.
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