Free resources for law firms and CPA practices

Practical IT and security guides, no email required

Verta IT publishes checklists, explainers, and reference guides for the IT and security questions small professional services firms run into. Read them online, download the PDFs, or use them as a starting point for a conversation with whoever handles your IT today.

Self-Assessment Checklists

10-point IT risk assessments

Honest self-assessments designed to surface the IT and security gaps most firms don't realize they have. About 10 minutes to complete. Read online or download the PDF.

For Law Firms

Ten questions covering email security, document confidentiality, backup verification, MFA, ethical walls, retention, and cyber insurance posture. Built for 5-25 attorney firms in LA.

Read online Download PDF

For CPA Firms

Ten questions covering tax-season continuity, CEO fraud, MFA, backup, after-hours coverage, access controls, retention, and cyber insurance. Built for 5-25 staff CPA practices.

Read online Download PDF
Explainers

Plain-English answers to the questions that come up most

Short, evergreen articles on the IT and security topics that keep coming up in our conversations with law firms and CPAs. Not blog posts, not news — reference material you can come back to.

MFA: Why Cyber Insurers Now Expect It

Multi-factor authentication is no longer a nice-to-have. Cyber insurance carriers and bar associations are tightening requirements every year. What MFA actually looks like in a 10-person law firm, and why the managing partner's account matters most.

Read article

Business Email Compromise, Explained

BEC is the #1 cyber loss category for professional services firms — bigger than ransomware. What it actually looks like in practice, the three controls that stop it, and the wire-transfer policy every firm should have in writing.

Read article
Want to walk through these together?

A 30-minute conversation, no pitch deck

If you'd rather talk through these questions than work through them solo, that's what the free IT assessment is for. We'll spend 30 minutes on a call, you'll get an honest read on where your firm sits, and you'll leave with a clearer picture either way — engagement or not.

Get a Free IT Assessment