A fixed-fee security & compliance review that gives you a clear, plain-English picture of your firm’s real risks — especially the email and payment fraud aimed at firms that hold client money and sensitive data — plus a prioritized list of what to fix.
Advisory only. No sales pressure, no jargon, no software to buy.
Firms that hold client funds and personal data are among the most targeted — and the obligations to protect that data are real.
“Updated banking details” emails that appear to come from your firm are how attackers redirect client payments and closing funds. Most firms have no defense configured.
PIPEDA breach reporting is mandatory, and your professional body expects you to safeguard client data. A breach can become a compliance and conduct problem, not just an IT one.
Your entire business rests on clients trusting you with their money and information. One incident — especially in busy season — can undo years of that trust.
A structured look at where you stand, scored against a recognized baseline for small and mid-sized firms — then a plain-English report you can act on.
A focused two-hour conversation covering email, access, data, backups, devices, and vendors.
Verification of your email authentication, external exposure, and key security settings.
Your risk picture, prioritized findings, and a 30/90-day action plan — in plain English.
A 45-minute review of the report so you and your IT support know exactly what to do next.
Clearline is led by a CISSP-certified security professional with a background in security operations and cloud security. Every review is done personally, to the standard a firm handling sensitive client data deserves.
Book a free 15-minute call to see whether a review makes sense for your firm — or send a note and we’ll take it from there.