A leaked file is a client relationship, not just a data point
Clients and referral partners expect confidentiality by default. One exposed engagement file can end the relationship before any regulator gets involved.
Professional services security & privacy readiness
Show clients and regulators that confidential files are actually protected.
AgileCT helps accounting, legal, wealth management, and advisory firms organize access controls, client confidentiality safeguards, vendor evidence, and audit-ready proof.
Why This Segment Pays Attention
Corporate clients now run security due diligence before signing
Larger clients and referral networks increasingly send a security questionnaire before the engagement letter, not after.
Professional body rules and privacy law both apply
Law society, CPA, or advisory-body confidentiality rules sit on top of PIPEDA and provincial privacy law, not instead of it.
What We Review
Professional services readiness is about access, confidentiality, and repeatable proof.
Access map: client files, practice management systems, document portals, email, shared drives, and who can reach them.
Safeguards: login protection, role-based access, encryption, device controls, retention, and secure disposal.
Vendor handling: practice management, e-signature, cloud storage, bookkeeping, and IT provider evidence.
Client-facing proof: due-diligence questionnaire answers, engagement security summaries, and confidentiality attestations.
Deliverables
Client confidentiality matrix
Map client files and engagement data to the safeguards actually protecting them.
Due-diligence answer set
Pre-approved answers for the security and confidentiality questions clients or referral partners send before signing.
Vendor evidence list
Track practice management, document, and IT vendor proof, access, and renewal dates.
30/60/90 fix plan
Prioritize the gaps most likely to surface in a client review or regulatory check.
Packages
Practice Security Triage
Free
Review firm type, systems, current client-review requests, and whether the immediate need is access control, vendor proof, or due-diligence answers.
Professional Services Readiness Review
Starts at $2,500
Access and confidentiality review, safeguards matrix, vendor evidence list, and owner-backed fix plan.
Quarterly Evidence Refresh
Scoped add-on
Refresh access records, vendor proof, and due-diligence answers between client reviews.
What Changes The Price
Firm size
Systems in scope
Vendor count
Active client due-diligence requests
Add-ons depend on firm size, number of systems and vendors, how many client due-diligence requests are active, and whether ongoing quarterly support is needed.
Check which package fits
Share your firm type, systems, and whether the issue is a client review, access control, or general safeguards cleanup.
Next Step