In a shared vault your leadership can open without asking us. Topology, credentials, and SOPs stay current as living documents.

A structured handover, written into the MSA. No hostage fees, no withheld passwords.

Native Microsoft and standard enterprise tooling only. No custom black-box scripts.

No. History pre-syncs in the background. The final switch is after hours so deliverability never pauses for the workday.

Yes. Intune and Conditional Access let people work in the browser on unmanaged machines while blocking downloads and local copies.

We map feature use to tier. Inactive seats, over-licensed users, and SaaS that duplicates M365 get cut.

DNS and web filters block the domain when known. Conditional Access and MFA stop the login from a strange device. SOC kills the session if it still tries.

Yes. We sit with leadership on carrier renewals and client vendor packs, with the architectural proof underwriters ask for.

No. Only the host showing malice is cut. The rest of the firm keeps working. We reach that machine on an out-of-band channel.

Either. Many clients keep their day-to-day MSP and bring us in for the roadmap, the compliance file, and vendor negotiations — the strategic layer most contractors don't have time for.

It's the document your CFO opens before every budget cycle and every vendor renewal — not a PDF built once and forgotten.

Then the first engagement is short: we audit what exists, flag the gaps, and tell you honestly if a full roadmap is worth the spend.

Yes. We support Clio, PCLaw, NetDocuments, iManage, and most common legal platforms. We secure and monitor what you already use rather than forcing a migration.

Permissions are set per matter in your DMS or SharePoint, and access changes are logged. When a conflict wall goes up, it's enforced by the system, not by trust.

Layered defense: domain authentication (DMARC/DKIM/SPF), impersonation filtering, warning banners on external mail, and a written callback-verification step for any change to payment instructions.

Yes. Managed devices plus Conditional Access mean firm data is only reachable from compliant devices with MFA — and a lost laptop can be wiped remotely.

You keep everything. Admin credentials are held in the firm's name from day one, documentation lives in your vault, and the handover is written into the agreement with zero exit fees.

Yes. We support OSCAR Pro, Accuro, Jane App, TELUS Med Access, and others, and we coordinate with the vendor directly so your staff don't have to play go-between.

Where the platform supports it, we configure services such as Microsoft 365 for Canadian data residency and document where every system stores data, so you can answer the question accurately.

Infected devices are isolated automatically, clean systems keep running, and data is restored from immutable backups the attacker can't encrypt. Written downtime procedures keep appointments moving meanwhile.

Yes — through managed, encrypted devices with MFA and Conditional Access, not personal laptops with saved passwords.

Each person signs in individually with fast switching and automatic screen locks, so the front desk stays quick and every chart access is attributable.

Encryption at rest and in transit, a secure portal instead of email attachments, and data-loss rules that detect SINs and banking details before they're sent outside the firm.

Yes. Seasonal accounts are created with an expiry date, devices are pre-staged before the season, and access is removed on schedule — not whenever someone remembers.

Domain authentication (DMARC/DKIM/SPF), impersonation filtering, external-mail banners, and a written callback step before any payment-detail change is honoured.

Yes — including CaseWare, CCH iFirm, TaxCycle, TaxPrep, QuickBooks Online, Xero, and Sage. We secure and support what your team already relies on.

CRA generally requires books and records be kept for six years; your professional obligations may add more. We configure retention to match the policy you set and confirm it with your advisors.

Every tablet, phone, and laptop is enrolled in device management, so we can push apps and updates, enforce security, and locate or wipe a device remotely — wherever it is.

Yes. We deploy managed site networks with cellular or satellite failover, so if one connection drops, work continues on the other.

Email authentication and impersonation filtering catch most attempts; a written callback-verification step for banking changes catches the rest.

Yes — including Procore, Autodesk Construction Cloud, Bluebeam, Sage 300 CRE, and Jonas. We secure and support what your crews already use.

Report it and we lock or wipe it remotely. Because files live in central storage rather than on the device, nothing is lost but the hardware.

Yes. Brokerage apps and email live in a managed, separated work profile — so client data can be removed from the phone without touching the agent's personal content.

Access is removed the same day, the work profile is wiped, and client records stay with the brokerage — because they never lived only on the agent's device.

Yes — along with Rent Manager, DocuSign, Dotloop, and Microsoft 365. We secure and support the platforms your team already uses.

FINTRAC generally requires brokerages to keep records for at least five years. We configure retention to your written policy and confirm it with your compliance officer.

Yes. Individual logins with MFA on management platforms, secure tenant intake, and organized, retained records you can produce on request.

Yes. When equipment vendors require an older operating system, we isolate those machines, restrict what can talk to them, and monitor them — protection without breaking the warranty.

We support Dynamics 365 Business Central, SAP Business One, Epicor, NetSuite, and others — the infrastructure, access, and backups around them, working alongside your ERP partner.

We implement controls aligned with NIST CSF and keep the evidence in your vault, so questionnaires are answered with documentation rather than guesswork.

Yes. We survey coverage, redesign access-point placement for racking and metal, and manage scanners and printers as a fleet.

Yes — we replace always-on, unmanaged remote tools with controlled, logged vendor access that's granted when needed and closed when the job is done.

In a secure, centralized vault your leadership team can open in real time — configuration data, IP schemas, asset inventories, and SOPs, always current.

A structured transition call, full documentation export, and master-credential handover — with zero downtime and zero exit fees.

Native, vendor-agnostic frameworks — Intune, Entra ID, standard Microsoft tooling — so any certified engineer can step in without a rebuild.

No. Onboarding is part of the engagement, not a separate line item — the same 30-day discovery-to-cutover process described on our pricing and service pages.

It happens more than it should. We've handled uncooperative handovers before — worst case, we rebuild what's needed from a read-only discovery pass rather than waiting on someone who's incentivized to stall.

One managed user — someone with a device, email account, and login we support. Shared kiosks, meeting-room displays, and unmanned equipment don't count.

Yes. Pricing adjusts at your next billing cycle when your seat count crosses a tier threshold — no renegotiation, no penalty either direction.

No. Every engagement is month-to-month. If a fixed term ever makes sense for your compliance or budgeting needs, we'll put it in writing — but it's never a default.

Third-party software licenses, new hardware purchases, and large one-off projects (a full office move, a server replacement) are quoted separately — we'll always tell you before anything outside the flat rate gets billed.

A free strategy call, then a short discovery walkthrough of what you actually run today. The quote you get reflects your real environment, not a generic per-seat rate card.

Yes — email us. If it's a question we hear often from clients, it's probably worth a proper guide instead of a one-off answer.

Mixed. Compliance and privacy-law content is written for BC/Canada specifically; technical guides (MFA, backups, documentation) apply anywhere.

Not currently. Everything published here is written by our own engineers, based on work we've actually done.