Sensitive data, expensive downtime, and nobody on staff whose actual job is technology. Some of these we've worked in for decades. Others are simply a good fit for how we work.
When your vendors start pointing at each other, we get on the phone with them.
CPAs, bookkeepers and tax practices. UltraTax CS, Lacerte, ProSeries, Drake Tax or CCH, the scanner and the workpapers beside them, and whichever of those still runs off one machine in the office.
Family medicine, internal medicine and the specialties. The lab interface, e-prescribing, eligibility and the clearinghouse your hosted EHR quietly depends on, plus the equipment still sitting in your building.
General, ortho, oral surgery and pedo. Sensors and the capture workstation, the imaging store, the practice server your software vendor has firm rules about, and claims that travel with attachments.
Document confidentiality, email that resists impersonation, and systems that stay up on filing day. eFileTexas through a provider you picked, a PACER account per attorney with filing privileges court by court, and Clio or Tabs3 underneath both.
Sage, Procore, takeoff and estimating, the drawing set and the trailer on site. The same job can end up with a different record in each of them, which is what makes a payment-change email easy to act on.
Applied Epic, EZLynx, HawkSoft or AMS360, and the carrier portals beside them. A certificate due in an hour, a login that will not cooperate, and a payment request that looks exactly right.
Custody at Schwab, Fidelity, Pershing or Altruist, with Orion, Tamarac and Redtail around it. Plus an archive an examiner can ask you to produce from, business texts included.
A brokerage's tools can include NTREIS Matrix through MetroTex, dotloop or SkySlope for the file, and the Supra eKEY app on an agent's phone at the door. We remove access we control and identify the accounts the MLS or another vendor must close.
Wire fraud is the risk that matters most in this sector, and it turns on a single convincing email at closing. Email authentication, impersonation defense, and verification habits that hold up under deadline pressure.
Revit central models, Civil 3D data shortcuts, and the external references a drawing quietly pulls in from elsewhere. Put a workshared model in an ordinary sync folder and two engines reach for the same file.
ezyVet, Cornerstone, AVImark or ImproMed, and the laboratory and imaging links that still run through equipment in the building. A hosted PIMS does not move those outside.
Check-in, giving, ChMS, livestream, and volunteer access can collide in one Sunday window if the systems and ownership are not documented.
Donor records, grant reporting and the program technology, usually held together by one person who has never been asked to write any of it down. Grant deadlines do not move when that person is out.
Tenant records, payment data, and staff spread across sites that were never wired for business use. Remote-first support and networks that work in buildings you don't control.
Before-and-after imagery, consent records and card payments in a business built on discretion. Photographs that stay inside the record instead of somebody's camera roll.
It usually means nobody has asked us yet. The regulator changes, the failure modes rarely do. Tell us what you are working with.