Can You Confidently Answer Client Security Questionnaires?
Download our free 25-point Professional Services Security & Compliance Readiness Checklist and assess your firm's security posture, compliance readiness, and client data protection.
What's Inside:
Client Data Protection
6 critical checks to verify confidentiality, encryption, and Privacy Act compliance
Access Controls & Identity
5 key indicators of SSO, MFA, role-based access, and secure admin accounts
Device Security & Encryption
5 essential policies for full-disk encryption, MDM, patching, and remote wipe
Backup & Compliance
9 must-haves for tested recovery, off-site storage, and audit readiness
Perfect for:
- Partners and directors responsible for client confidentiality and data protection
- IT managers who field client security questionnaires and RFP requirements
- Compliance officers preparing for ISO 27001 or Privacy Act audits
- Operations managers planning secure remote work infrastructure
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What You'll Discover
Client Questionnaire Confidence
Discover if you can confidently answer "Do you encrypt data at rest?" "Is MFA enforced?" "Are backups tested?"—or if you're guessing and risking RFP rejection.
ISO 27001 & Privacy Act Readiness
Assess whether you have documented IT security policies, audit trails, and access controls that satisfy ISO 27001 frameworks and Privacy Act 2020 requirements.
Departing Staff Risk
Find out if departing staff have client file access revoked within 24 hours—or if stale accounts create confidentiality breach risks.
Incident Response Preparedness
Verify you have a documented incident response plan that meets Privacy Act breach notification requirements (72 hours)—or if you're unprepared for cyber incidents.
Scoring System Included: Get a maturity score (0-75 points) and know exactly which gaps to prioritise first.
Built by Compliance-Focused IT Specialists
"I've spent 20 years implementing secure identity systems, encrypted file storage, and audit-ready documentation for New Zealand law firms, accounting practices, and consulting firms. I understand the difference between 'we're secure' and 'we can prove we're secure.'"
— Mark Gillette, Founder, magnumit
magnumit has supported New Zealand professional services firms with ISO 27001-aligned security, Privacy Act compliance, and client data protection for 20+ years.
Ready to Assess Your Security Posture?
Download the free checklist and discover exactly where your access controls, device security, and compliance documentation stand—and what to fix first.
Get Your Free Checklist