Shadow AI Discovery
Identify the AI tools, browser extensions and built-in AI features your staff are using, and what client data is reaching them.

AI Security
Find where client data is flowing into AI tools, close the gaps and lock down the AI your team relies on.
Services
Identify the AI tools, browser extensions and built-in AI features your staff are using, and what client data is reaching them.
Configure Microsoft 365 and browser controls to warn or block when tax file numbers, client files and other sensitive data are sent to unapproved AI tools, where your licences support it.
Harden the AI tools you approve: MFA and single sign-on, data retention and training settings, sharing controls and least-privilege access.
Review AI agents and connectors that can reach Xero, email and documents for excessive permissions, prompt injection risk and data exposure.
A practical check of the basics every firm needs — MFA, backups, device security and email authentication — mapped to the Australian Cyber Security Centre's Essential Eight, with referral to a trusted managed security partner for ongoing monitoring.
Before client data goes into a new AI tool, we check where it is stored, whether it is used to train AI models, who can access it and what the contract says — mapped to the Australian Privacy Principles, including cross-border disclosure (APP 8) and security of personal information (APP 11), and your confidentiality obligations under the TPB Code of Professional Conduct.
Essential Cyber Security
Microsoft 365 and Microsoft Defender give your firm a solid baseline. These two managed services add another layer on top, backed by people who investigate and respond — not just more alerts.
Managed detection and response for your computers and Microsoft 365 accounts. Huntress works alongside Microsoft Defender and adds a human-led Security Operations Centre that investigates alerts, hunts for threats and responds around the clock — something Microsoft 365 Business Premium doesn't include as a managed service.
AI-powered email protection that connects to Microsoft 365 and catches the phishing, business email compromise and impersonation attempts that get past Microsoft Defender — plus phishing simulations and security awareness training so your team learns to spot them.
Ask us how these layers fit your firm's existing Microsoft 365 setup. Get in touch
Tell us what you're working on and we'll come back to you with practical next steps.
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