Security testing for firms clients trust with their data
Clients hand consultants the crown jewels, and attackers know it. We test the access controls, vendor tools, and incident response that keep client data safe and keep deals moving.
What we test for professional services firms
We focus on the systems that hold client data and the tools your team uses every day. Every engagement pairs with our web application penetration test approach and our cloud security assessment where they apply.
What is at stake
In the firm's language and the partner's language, these are the exposures a gap creates
Notifying clients
Consultants are targeted because clients hand them the crown jewels: client project files, proposals and pricing, contracts, employee and candidate personal data, and access into client systems like VPN credentials, shared drives, and SaaS tenants granted for delivery.
Third-party tools are the way in
A 2026 EY incident came through a third-party IT support-ticket platform, not EY's core network, exposing client information tied to other firms' businesses. PwC confirmed in October 2026 that a third-party vendor site hosting employee learning records was breached. The vendor tool, not the firm's network, was the entry point.
Client security reviews are a sales gate
Enterprise and larger clients send security questionnaires and expect evidence like MFA, access reviews, incident response, and pen test results before signing. A firm that cannot answer stalls or loses the deal.
Social engineering beats the firewall
A 2026 Holland & Knight incident began with social engineering giving an attacker unauthorized remote access to a firm computer. The attacker did not break through the firewall; they talked their way in.
Engagement and pricing
Assessments start at $5,000 and include a free 30-minute consultation. We scope the work to your client systems, your vendor tools, and the questionnaires your clients send.
Based in Long Island and serving professional services firms across the region. See our Long Island security services page, compare options on our pricing page, or contact us to schedule a call. We can also help with vendor security questionnaire responses.
Protect client data and keep deals moving
Book a free 30-minute call. We will walk through your MFA, client folder access, and vendor tools and tell you where a breach would start.