Professional Services & Consulting

Meet client security expectations and protect engagement data with identity security for consulting firms.

Industry Overview

Professional services firms—consulting, accounting, and advisory—work with sensitive client data across multiple engagements. SOC 2 compliance is increasingly required to win enterprise clients. The project-based nature of work requires dynamic access management as teams form and dissolve. Identity security enables secure client collaboration while protecting intellectual property and maintaining independence.

Compliance Requirements

Professional Services & Consulting organizations typically need to comply with the following frameworks. TrueConfig maps your Microsoft 365 security controls to each of these standards.

Primary Security Challenges

Managing access across multiple client engagements
Meeting diverse client security requirements
Protecting proprietary methodologies
Securing remote and hybrid workforce
Third-party subcontractor access

Security Priorities

Project-based access management
Client data segregation
Secure external collaboration
Automated access reviews
SOC 2 compliance evidence

Common Threats

Professional Services & Consulting organizations are frequently targeted by these threat vectors.

  • Client data breaches
  • Insider threats from departing consultants
  • Business email compromise
  • Credential theft targeting client access
  • IP theft of methodologies

Key TrueConfig Controls

These controls are particularly important for Professional Services & Consulting organizations.

Regulatory Bodies

SOC 2 AuditorsClient Security TeamsProfessional Licensing Bodies

Related Industries

Secure Your Professional Services Organization

TrueConfig helps professional services & consulting organizations achieve and maintain compliance with automated configuration monitoring and remediation.

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