The challenge
An accountancy practice relied on retention settings and local device copies, with no tested independent Microsoft 365 recovery process.
The security approach
The security programme adds independent Exchange, OneDrive and SharePoint backup, documents retention ownership and runs a sample mailbox and file restore.
The outcome
The management team gains a defined recovery route, proof that restores work and clearer evidence for client questionnaires and insurance renewal.
Why this matters for accountancy firms
Accountancy practices hold commercially sensitive records, identity information and time-critical working papers. The security plan must protect confidentiality while preserving the ability to meet filing and payroll deadlines.
Typical next steps
After backup is validated, the next priorities are privileged account protection, email impersonation controls and endpoint response coverage for laptops used outside the office.