01 · Primary
Accounting & bookkeeping
Accounting IT in detail →February through April, nothing may be down and nothing may be missing.
Tax-season change freeze — no updates land during your busiest weeks
Working papers and client files backed up with restores tested, not assumed
Practice software, portals, and e-file credentials in a register you own
Seasonal staff added and removed on a written checklist
02
Legal practices
Legal IT in detail →Confidentiality is a professional obligation, so access has to be provable.
Matter files with recorded permissions, reviewed when roles change
Email retention set deliberately, and written down
Device encryption and multi-factor across every account, with exceptions listed
An access report you can hand to a client, insurer, or law society
03
Professional services
Professional services IT in detail →Consultancies, agencies, and advisory firms that run entirely on Microsoft 365.
Tenant, domain, and billing held in your firm's name
Shared drives structured so a new hire can find things on day one
Contractor and client guest access reviewed quarterly
Laptops issued, tracked, and wiped on a documented process