A secure place for your team to use AI on client data, and the proof that it's safe.
We build a locked-down cloud desktop on Azure Virtual Desktop or Windows 365 where approved AI tools can work with client files inside boundaries you control. Your IT team or MSP runs it day to day. We come back every quarter with the evidence your insurer and clients ask for.
Blocking AI doesn't work; people use it anyway, on laptops nobody can see into. Allowing it with no controls is worse. Most firms are stuck between the two, and the desktop they work on was never built to prove anything to an insurer.
Book a consultationStaff are using AI on client data right now. Whether your insurance policy covers that is a question your underwriter is about to ask.
Least-privilege policies exist on paper. Documented access reviews and audit-ready logs are a different matter entirely.
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 fixed-fee review of the cloud desktop setup you already have, or the one you're about to buy.
A cloud desktop on Azure Virtual Desktop or Windows 365, managed with Nerdio, built for one job: letting your team use approved AI tools on client data safely.
Every quarter we check that the workspace still matches what you told your insurer and your clients.
Your IT provider keeps the lights on. We handle the parts that need a security specialist and an outside set of eyes.
No IT team? We'll connect you with a vetted operations partner to run the workspace day to day, so you still get one plan from design to proof.
Dr. DaaS is the secure workspace practice 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: giving professional services firms a place to use AI on client data that can prove it is doing things right, to insurers, to enterprise clients, to regulators, and to themselves.
We are a Microsoft partner. We do not resell Microsoft licenses. Your firm buys them directly or through your IT provider, and we design around the plan that fits your data.
Any firm that handles sensitive client data, faces regulatory scrutiny, or answers security questionnaires from its 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 that handle patient data for a provider are often business associates under HIPAA, with obligations of their own on top of their clients' requirements.
A 30-minute call to look at how your team uses AI and client data today, and whether a Teardown or a Secure AI Workspace is the right first step.