Client information
Map where sensitive client files enter, who can reach them, how they leave, and what happens when a staff member or outside provider changes.
Technology and media · For tax and accounting practices
Keep client work moving. Keep client data in the right hands.
A busy filing season is no time to discover that a departing employee still has access, a laptop is untracked, or a backup has never been restored. Start with the systems your staff and clients actually depend on, then put an owner and a test beside each critical handoff.
Where the work starts
Three things to get clear.
Peak-season continuity
Identify the mail, identity, file, device, and internet failures that could stop work; agree on a recovery order before the deadline is close.
A credible front door
Give prospective clients a clear picture of whom you serve and an accessible way to make contact, without presenting a marketing form as a secure document portal.
Distinct scopes · one accountable brief
Choose the work you need.
These are separate services, not an assumed bundle. We define owners, deliverables, dependencies, and price in the scope before work begins.
Managed technology
Scope workplace accounts, device inventory, backup, and support with a named account owner and clear access-change responsibilities.
Explore managed services →Security architecture
Scope identity, device, and data access with the firm. Document control owners and validation before calling a change complete.
Explore security work →Website delivery
A custom, hosted site that explains the practice and makes the next step obvious. A secure client portal, if needed, is separately scoped.
Explore website delivery →The first conversation.
Bring the situation, not a finished specification. We will work through these questions before recommending a service.
- 01Which systems would stop client work if unavailable for a day?
- 02Who approves and removes access for staff and outside providers?
- 03What recovery evidence exists beyond a successful backup job?
Industry context: IRS: Protect your clients; protect yourself. This reference informs the questions above; it is not an endorsement or a claim that LUCA provides legal, tax, or regulatory advice.