Useful material for practical decisions
Practical resources for professional firms handling sensitive information, client communication, payments, and email-based risk. Educational material you can put in front of your team this week.
Starting points for a discussion inside your firm.
Template · Real estate
A one-page notice brokerages give homebuyers at the first meeting: how wiring instructions will arrive, how to verify them, and what to do if something seems wrong. Fillable, with space for your brokerage name, verified contacts, and buyer acknowledgment.
Open the notice (PDF)No email required. Print it or fill it in on screen.
Reference · Tax and accounting example
A focused reference on the staff training and personnel requirements in a tax or accounting firm's WISP, with primary citations and a self-check.
View the one-pagerEmail required.
Checklist · Professional firms
A practical discussion guide covering account access, payment verification, technical email controls, reporting, and executive-impersonation risk. No email is required to download it.
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From the blog
Talk through your current approach and whether the Human-Risk Baseline and ongoing Managed Awareness fit your firm.
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