Professional Practices Security Kit

Format: ZIP with PDF and editable Word guides and templates, plus an Excel workbook.

For small professional practices handling confidential files, client instructions, staff pay records, tax records and payments.

Inside: 13-page guide with separate sections for law and accountancy practices; 7-page editable and printable working templates; 11-tab workbook. Checks for changed payment details, responsibilities for client cases and staff pay records, who holds exported files, access needed during busy periods, reviews of suppliers and online services, recovery and separate incident-reporting decisions. Two made-up exercises, one for each type of practice, and a 30-day plan for putting changes into use.

Use alongside the free Essential Security Kit for account and device settings.

Published by William Baptist | Tidy Desk Digital

General guidance, not legal advice, official security certification or a promise that you meet legal or security requirements. Not endorsed by cited organisations. Workbook recalculated and checked in LibreOffice, an office-program suite, not tested in Microsoft Excel itself. Guidance from the Information Commissioner's Office (ICO), the UK data protection regulator, is under review following the Data (Use and Access) Act.

Not advice about the law, rules applying to the profession, preventing money laundering, tax, handling client money or professional behaviour. Sources from the Solicitors Regulation Authority (SRA) and the Institute of Chartered Accountants in England and Wales (ICAEW) support risk awareness; the pack does not interpret obligations or supply universal professional reporting or deadlines for keeping records. Identify your actual regulator or body and qualified adviser.