Take the CPA IT Risk Assessment
For CPA firms using M365. Discover where friction is slowing your team down, and identify security risks before it's too late.
- Schedule a brief consultation with our team using the calendar on this page.
- Share read-only access to your Microsoft environment.
- Receive your report: a business summary and full findings, ready to review with your partners.
How does the assessment process work?
Our assessment tool connects to your Microsoft environment (read-only, with no disruption to your team) and surfaces a complete picture of where your firm stands.
We start by clarifying our understanding of your goals, priorities, and challenges. Then we assess your environment through that lens. The final result translates those findings into a clear, executive-ready report: a plain-language summary of what we found and what it means for your firm, backed by the full technical detail for anyone who wants to go deeper.
How does this help your business?
Congrats! You've just become a magician. This is the do-it-all module where you can let your creativity run wild. The best part is that it's just going to keep getting more and more awesome over time.