Prescribing secure cloud desktops for
professional services firms.
Professional services firms handle sensitive client data every day. The desktop environments they run it on were never designed with compliance documentation in mind. Good intentions don't satisfy an insurance audit.
Get the AssessmentLeast-privilege policies exist on paper. Documented access reviews and audit-ready logs are a different matter entirely.
Staff are using AI on client data right now. Whether your insurance policy covers that is a question your underwriter is about to ask.
Insurers and enterprise clients don't audit intentions. They audit evidence. If you can't show it, it doesn't count.
A cloud desktop architecture centralizes control, creates audit trails, and turns your environment into something you can actually defend.
A governance framework that reflects what your firm actually does. Written information security program, AI governance policy, and risk assessments designed to hold up under scrutiny — not a template someone downloaded in 2019.
Secure cloud desktop architecture built on Azure Virtual Desktop, W365 and Nerdio, designed from the start to centralize data, enforce access controls, and generate the telemetry your governance program requires. Purpose-built, not retrofitted.
Documentation your insurance underwriter and enterprise clients can actually use. Findings mapped to the specific language of insurance applications and client due diligence questionnaires.
Dr. DaaS is the channel identity of Steve Allen Technologies, LLC. Steve Allen is a desktop and application virtualization architect with 30 years of enterprise security experience and over a decade at Microsoft in solutions advisory and architecture roles focused on Security, Azure, VDI, and DaaS.
The practice is focused on one thing: helping professional services firms build a cloud desktop environment that can prove it is doing things right — to insurers, to enterprise clients, to regulators, and to themselves.
Any firm that handles sensitive client data, faces regulatory scrutiny, or answers security questionnaires from their own enterprise clients is a candidate for the prescription.
FTC Safeguards Rule. Client financial data. AI governance. Cyber insurance questionnaires. The compliance checklist is long and the evidence trail is usually short.
Attorney-client privilege lives on endpoints. Client security questionnaires are increasingly specific about desktop architecture and access controls.
SEC, FINRA, and state-level data security obligations. Documented controls are the expectation, not the exception.
Billing, consulting, and advisory firms face HIPAA-influenced client requirements even when not directly covered entities.
A 30-minute call to review your current environment and identify the specific gaps between where you are and where your insurance auditor needs you to be.