Professional Services
Managed IT and Cybersecurity
Built for Professional Services Firms.
Aegisys protects client confidentiality, keeps your team productive, and gives Ontario professional services firms a clear, auditable answer on data security — backed by SOC 2 Type II certified operations and 100% Canadian infrastructure.
- Protect client confidentiality — role-based access and full audit trails
- Stay compliant with PIPEDA and sector-specific obligations
- Keep your team productive — fast support, minimal downtime
- 100% Canadian data residency — zero foreign jurisdiction exposure
- SOC 2 Type II certified — independently audited controls
- Tested disaster recovery — recover fast when things go wrong
Why professional services IT is different
Your reputation is built on trust. One breach can destroy both.
Professional services firms hold their clients' most sensitive information. That trust is your competitive advantage — and your greatest liability if it's breached.
Client data is your most valuable — and most targeted — asset
Accounting records, legal files, engineering drawings, consulting contracts, and M&A documents are exactly what attackers and competitors want. Professional services firms are targeted precisely because they hold sensitive data for dozens or hundreds of clients — a single breach can compromise them all simultaneously.
Compliance obligations are multiplying
PIPEDA governs how client personal information is collected, used, and protected. Many professional services firms also face sector-specific obligations from CPA Ontario, the Law Society, APEO, RECO, or their own client contracts. Demonstrating compliance is no longer optional — clients ask, contracts require it, and regulators enforce it.
Remote and hybrid work has expanded your attack surface
Laptops on home networks, mobile devices accessing client files, staff using personal email, and cloud tools adopted without IT review — every convenience that helps your team work flexibly also creates a path attackers can exploit. Most professional firms have never fully mapped what their remote workforce can access and from where.
Your clients care where their data lives
Sophisticated clients — especially those in regulated industries — increasingly ask their professional service providers where files and communications are stored. US-hosted cloud platforms create foreign jurisdiction exposure that can breach client confidentiality obligations, create contractual liability, and lose you the engagement entirely.
Who we work with
Built for firms where client data is the core of everything.
We support professional services firms across Ontario — each with their own compliance obligations, tools, and client expectations.
Accounting & CPA Firms
Tax records, financial statements, and CRA-sensitive data require strict access controls, audit trails, and PIPEDA-compliant storage. We support SAGE, QuickBooks, Caseware, and other practice tools.
Engineering & Architecture
CAD files, project specifications, and client intellectual property need secure storage, controlled collaboration, and robust backup. We protect the work that defines your reputation.
Consulting & Advisory Firms
Strategy documents, M&A files, and board-level communications must be protected from exfiltration and unauthorized access. We build the controls your most demanding clients expect to see.
Real Estate & Property Management
Transaction records, title documents, and client financial details are high-value targets. We secure the platforms and communications your agents and brokers depend on daily.
Insurance Brokerages
Policy records, claims data, and client financial information must be protected under PIPEDA and insurer requirements. We align your IT controls to what regulators and E&O insurers need to see.
HR & Recruitment Firms
Candidate records, compensation data, and employment contracts contain sensitive personal information with strict PIPEDA obligations. We protect it — and prove it.
What we deliver
Every service built around how professional firms operate.
From daily helpdesk to compliance-ready cloud hosting, each solution is backed by SOC 2 Type II certified operations and 100% Canadian data centres.
Cybersecurity (SecureONE)
Layered, always-on protection for firms where client confidentiality is non-negotiable. Detect and contain threats before they reach sensitive files.
- 24/7 SOC monitoring and threat response
- Endpoint and network threat detection (EDR/XDR)
- Phishing simulation and staff security awareness training
- Virtual penetration testing and PIPEDA risk assessments
Managed IT Support
A proactive IT team that keeps your fee-earners working — fast helpdesk response, minimal disruption, and support that understands billable time is your business.
- Fast response when staff productivity is impacted
- Proactive patching and vulnerability management
- New staff onboarding and secure device setup
- Priority escalation for partners and senior staff
Microsoft 365 Security & Governance
Secure and govern the Microsoft 365 environment your team runs on. Protect client communications, enforce access controls, and meet data retention obligations.
- MFA, Conditional Access, and Entra ID hardening
- Email encryption and anti-phishing controls
- Information governance, retention, and e-discovery readiness
- Teams, SharePoint, and OneDrive security hardening
Canadian Cloud Hosting
Sovereign infrastructure in our Sudbury, Ontario data centres. Client files, practice management systems, and firm records — hosted in Canada with zero foreign jurisdiction exposure.
- 100% Canadian data residency — Sudbury, Ontario
- MyCloud private hosting for sensitive client records
- SOC 2 Type II certified infrastructure
- High-availability architecture with redundant power and fiber
Disaster Recovery & Business Continuity
Tested, documented recovery plans so a ransomware event or hardware failure doesn't cost you client relationships and deadlines you can't miss.
- RTO/RPO planning for business-critical applications
- Monthly automated restore testing
- Business continuity documentation and tabletop exercises
- Auditable recovery evidence for client and regulatory review
MDR/XDR — 24/7 Threat Detection
AI-powered threat hunting and automated response across your endpoints and network. Catch threats in minutes before sensitive client files are exfiltrated or encrypted.
- 24/7 managed detection and automated response
- Automatic ransomware containment and rollback
- Insider threat and lateral movement detection
- Incident investigation and forensic reporting
Dark Web Monitoring
Continuous scanning to detect if staff credentials or client data appear on criminal forums — before attackers weaponize what they've found.
- 24/7 monitoring of dark web markets and paste sites
- Instant alerts on compromised firm credentials
- Actionable intelligence for your IT and compliance teams
Mobile Device Management
Secure the smartphones, tablets, and laptops your team uses to access client files on the go — company-owned and BYOD — without invasive surveillance.
- Multi-platform enrollment for iOS, Android, and Windows
- Enforce encryption, passcode, and access policies
- Remote wipe for lost or stolen devices holding client data
- SOC 2 aligned with Microsoft Intune integration
Dynamics 365 Business Central
Unified practice management, project accounting, and client billing — integrated with your Microsoft 365 environment and hosted in Canadian infrastructure.
- Project accounting and time & billing management
- Financial reporting and client engagement tracking
- CRM and business development pipeline
- Expert implementation and change management
A word from Doc 🛡️
“An accounting firm asked us to review their setup. Their cloud file storage was hosted in the US. Their clients had no idea — and neither did they.”
It happens more than you'd think. A well-run firm, great client relationships, solid reputation — and their entire client file archive sitting on a US-hosted platform subject to foreign jurisdiction. Not because anyone made a bad decision. Just because no one ever asked the question.
We ask that question on day one. At Aegisys, we work with accounting firms, consultants, engineers, brokerages, and advisory practices across Ontario. We understand that your business runs on client trust — and we build IT security that protects it. Start with a free cybersecurity risk assessment. No pressure. Just clarity.
Compliance & data residency
Your client data stays in Canada. Provably.
More professional services clients are asking where their files and communications are stored. US-hosted platforms — even from well-known vendors — expose that data to foreign jurisdiction in ways that can conflict with your professional obligations, client contracts, and PIPEDA requirements.
Our Sudbury, Ontario data centres give you a simple, auditable answer. No US-hosted services. No foreign subsidiaries. No ambiguity. When a client or regulatory body asks where their data lives, the answer is: Sudbury, Ontario, Canada.
Sudbury, Ontario data centres
Two redundant facilities with independent power, fiber, and connectivity. SOC 2 Type II certified. Doubling capacity by October 2026 to meet growing demand from regulated sectors.
Explore cloud hostingCompliance frameworks we support
PIPEDA
Federal Personal Information Protection and Electronic Documents Act — governs how client personal information is collected, used, and safeguarded
SOC 2 Type II
Independently audited security, availability, and privacy controls — clean opinion from third-party auditors
Sector Regulatory Bodies
CPA Ontario, APEO, RECO, FSRA, and other body-specific IT and data security guidance for member firms
Canadian Data Residency
100% client data hosted in Sudbury, Ontario — zero US or foreign jurisdiction exposure, fully auditable
Need a written data residency statement? We can provide documentation for your regulatory body, client RFP, or professional liability insurer. Contact us.
Our approach
From client data risk to compliance confidence — step by step.
We start where you are, close the gaps that create the most exposure, and give you documented proof at every stage.
Free cybersecurity risk assessment
We review your IT environment — network architecture, endpoints, remote access, Microsoft 365 configuration, backups, and how client data flows through your firm. No sales pressure, no commitment. Just an honest picture of where your client data is exposed.
Compliance gap analysis
We map your current controls against PIPEDA requirements and any sector-specific obligations from your regulatory body or client contracts — identifying the gaps that create the most risk to client confidentiality and firm liability.
Priority remediation
We address the highest-risk areas first: identity hardening, endpoint protection, email security, and backup integrity. Measurable improvement before longer-term enhancements — and always aligned to your billable schedule.
Ongoing management and compliance-ready reporting
Clear monthly reports your managing partner, compliance officer, and professional regulator can act on. Continuous monitoring, regular recovery testing, and the documented evidence your clients and insurers increasingly require.
Ready to protect your clients' data — and your firm's reputation?
Start with a free cybersecurity risk assessment. We'll review your environment, map your compliance gaps, and give you a prioritized roadmap — in plain language, not IT jargon.