Keep client financial data safe, and your own house in order
Insurance agencies and accounting firms hold the details clients care about most: identities, finances and tax records. We help small firms protect them.
You handle what clients cannot replace
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Sensitive by nature
Tax returns, policy files, identity numbers and bank details sit in email, shared folders and practice software. Insurance and financial firms often face data-security rules of their own, and clients expect you to get this right. -
Deadlines don't move
Tax season and renewals do not wait for a rebuild. Backups that are tested, and a plan for a bad day, keep a failure from becoming a missed deadline. -
Your clients notice
You advise clients on risk. Insurers and partners increasingly ask small firms how their own security stacks up, and a firm whose email is easy to fake stands out for the wrong reason.
What cyber insurers increasingly ask about
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Sign-in protection
Multi-factor sign-in on email and remote access. -
Current, supported software
Every computer patched, and nothing running that its maker has stopped supporting. -
Backups that work
Copies kept separate from your network, and a restore that has actually been tested. -
Staff awareness
Training and practice spotting fake emails. -
A plan for a bad day
Who does what if something goes wrong.
Cyber insurance applications increasingly ask about these controls. We help you answer honestly, and close the gaps.
Plain answers, in plain English
We also talk through staff training and your plan for a bad day, the parts software can't see.
Computers and software
Which machines are patched, which software is out of date or unsupported, and where the real risk sits.
Email and sign-in
Whether your domain can be faked, how mailboxes are protected, and whether multi-factor sign-in is on where it matters.
Backups and recovery
Whether you could get back to work after ransomware or a failed server, and whether anyone has ever tested a restore.
PineLinx provides technology services, not legal advice.
Find out where your firm stands
A free, no-obligation assessment with a plain-English report. Nothing is installed or scanned without your written OK.