Resources
Free IT and security resources for professional firms
Checklists, worksheets and policy templates from PS ProTech. Each one is free, written in plain language, and ready to print and fill in.
Resource library
- 13 free resources
- Security, operations and choosing support
- Written by PS ProTech
Security and compliance
Find where your firm is exposed, get ready for an insurer or a client's questions, and put procedures in writing before you need them.
- Checklist
15-point security checklist
Fifteen questions that show where a professional firm's client data is exposed, with space to record your answer and your evidence.
Related: Cybersecurity
Get it free - Response plan
Ransomware first-hour plan
A plan to fill in and print: who to call, what to disconnect and who decides, for the hour after a ransom note appears.
Related: Backup and recovery
Get it free - Procedure template
Payment change verification procedure
A written call-back rule your staff can sign, so a forged email or a cloned voice cannot redirect a payment.
Related: Email security
Get it free - Policy template
AI use policy template
A one-page policy you can adapt, setting out which AI tools staff may use and what client information must never go into them.
Related: Compliance support
Get it free - Worksheet
Cyber insurance readiness worksheet
The questions insurers ask, with space to record your honest answer and the evidence behind it, before you fill in the application.
Related: Compliance support
Get it free - Worksheet
Security questionnaire answer sheet
Build your standard answers once, with the evidence for each, so the next client questionnaire takes an hour instead of a week.
Related: Compliance support
Get it free
Day-to-day IT
Keep computers current, set people up properly, close access when they leave, and know how you would recover.
- Checklist
Staff onboarding and offboarding checklist
Set a new starter up properly on day one, and close every account the same day someone leaves.
Related: Microsoft 365 and Google Workspace
Get it free - Inventory and log
Device inventory and update log
List every computer your firm owns, check each against eight basics, and keep a monthly record that updates are happening.
Related: Device monitoring and patching
Get it free - Worksheet
Backup and recovery planning worksheet
Work out what a day of downtime costs, list the systems you cannot work without, and decide how fast each needs to come back.
Related: Backup and recovery
Get it free
Choosing IT support
Compare providers on the same questions and see what the service should really cost.
- Scorecard
IT provider scorecard
Ten questions to put to your current provider or to compare new ones side by side, with a column for each.
Related: Help desk
Get it free - Worksheet
IT cost comparison worksheet
Put two quotes on the same footing, including the costs that sit outside the monthly fee, and see the real price per person.
Related: Plans and pricing
Get it free
For your profession
Checklists written for the way specific kinds of firm work.
- Checklist
Closing wire safety checklist
For real estate, title and closing practices: the steps to take on every transaction so changed wire instructions cannot divert a buyer's funds.
Related: Real estate and title firms
Get it free - Checklist
Tax season security checklist
For tax and accounting practices: what to check before the busy season starts, while it runs and when seasonal staff leave.
Related: Tax preparers
Get it free
Keep learning
Practical articles from the PS ProTech blog, sorted for your kind of firm.
Questions about these resources
- Are these resources free?
- Yes. Every checklist, worksheet and template here is free.
- What do I need to give you to get one?
- Your name, work email and business name. There is an optional box to tick if you would like us to follow up. If you leave it unticked, we won't.
- Who are they written for?
- Professional service firms of roughly 5 to 50 people: law firms, accounting and tax practices, advisers, consultancies and similar. They assume no IT staff.
- Can I share them with my team?
- Yes. Most work best filled in with the people who use your systems every day, then reviewed with a partner.
- Are the templates legal advice?
- No. The policy and procedure templates are starting points. Adapt them to your firm and have your attorney review them.
- Can you help us complete one?
- Yes. Book a free IT and cybersecurity review and we will go through it with you.
Not sure where to start?
Start with the 15-point security checklist for a quick view of where your firm stands. If you would like to talk it through, book a free review and we will go through it with you.