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Security + Compliance

Compliance services for HIPAA, CJIS, CMMC and FTC Safeguards.

We know where your sensitive information lives and who can reach it, and we can show the record when someone asks.

Added to Concierge IT for Business · $155 per person, with Complete

+$30
per person, per month, on top of Complete, for everyone on the plan.
Proof
A year of records and an audit trail mapped to the rules you answer to.
With you
We help you answer when an auditor, an insurer or a partner asks for proof.

★★★★★ 5.0 on Google · SOC 2 Type II · Founded in Florida in 1995

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Thirty minutes, no pitch.

With Pedro, Bill or Leah, who look after new clients. You leave with a plan, and you meet your own team before you decide.

PedroBillLeah

Pedro, Bill and Leah

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  • ✓ Complete protects. Security + Compliance proves.
  • ✓ A business associate agreement, in force when your quote names HIPAA.
  • ✓ Only an insurance renewal? Answering it truthfully is in every plan.

Work out your own number →

Rather call? 863-594-1141 · The same number around the clock; our night team takes anything urgent.
“They found the root cause, confirmed everything was back to normal, and even flagged the faulty device for a closer look so it doesn't happen again.”
★★★★★ Liz E., on Google
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Microsoft Solutions Partner SOC 2 Type II audited Founded in Florida in 1995
Winter Haven Orlando Tampa Directions on Google Maps

IT compliance services and HIPAA compliance consultants in Winter Haven, Orlando, Tampa, St. Petersburg, and Miami; CJIS, CMMC and FTC Safeguards compliance too.

A notebook and two cups on the table

Know where it is. Control who reaches it. Keep the records. Prove it.

A rule like HIPAA, or the FTC Safeguards Rule for a CPA firm, or CJIS for an agency, comes down to a few things: know where the sensitive information is, control who can reach it, keep the records you are required to keep, train the people who handle it, and be able to prove all of it. Complete protects your business. Security + Compliance runs those controls and keeps the proof, for everyone on your plan, as an add-on to Complete.

Most of it is invisible on an ordinary day. The labels go on, the records are kept, the sign-ins are watched. It becomes visible on the day an auditor, an insurer or a client's security questionnaire asks, and the answer is already there. The same add-on covers a clinic's patient records, a CPA firm's client files and an agency's criminal justice data, because the controls are the same; only the rule the proof is mapped to changes.

The controls run every day. The proof is there the day someone asks.

Our own audit, SOC 2 Type II →

Why it matters

What the proof is worth.

The first question after a breach

Where is your risk analysis, and where are your records? Federal investigators have settled at least a dozen HIPAA cases on that question since 2024. In February 2026, a small treatment center paid $103,000 and took on two years of monitoring after one phishing email reached 1,980 patients’ records.

A year of good practice can lower a penalty

Since 2021, the law asks regulators to weigh twelve months of recognized security practices when they set a HIPAA penalty. The year of records Security + Compliance keeps helps you show it.

For a tax practice, the written plan is the law

Federal law requires tax professionals to keep a written information security plan. A firm with 5,000 or more clients also needs a written risk assessment and a yearly report to its owners. We keep yours current with you.

Peace of mind

The day an auditor, an insurer or a large client asks, the answer is already on file. Nothing is assembled the week before, and nothing depends on one person remembering.

What Security + Compliance adds

Complete protects. Security + Compliance proves.

Everything in Complete stays. Security + Compliance adds four things, for everyone on your plan, at $30 more per person, plus Microsoft’s suites at Microsoft’s price.

Complete$125 per personWith Security + Compliance+$30 per person, for everyone
Deeper protectionMicrosoft’s security and compliance suites, set up and run by your team.
Sign-insMultifactor sign-in, with rules by device and locationPlus risky sign-ins stopped or challenged, even with the right password: a leaked password, an anonymous network, a guessing attack
Admin rightsKept to the people who need themGiven only when needed, for a set time, and taken away after
Sensitive informationLabels your people apply; email with sensitive details encrypted or stoppedFound and labeled automatically, and stopped from leaving by a Teams chat, a USB drive or an upload
Someone quietly taking data–An early warning, and tighter controls for that person
An investigation months laterWhat the security center needs to act todaySix months of every computer’s history, searchable
Email attacksA bad email pulled from every mailbox at oncePlus a campaign seen as one attack, traced and cleaned up across every mailbox
Microsoft reaching your dataMicrosoft’s standard controlsOnly with your approval
The proof, kept currentWhat an auditor, an insurer or a partner asks for, already on file.
Who did what in Microsoft 365Kept 180 daysKept one year
RecordsEmail archived and keptEmail, files and chats kept as long as your rule says, locked when they must not change, then deleted after a review
Legal holdEmailEmail, files and chats, with a case and a review
Your rule’s checklist–Kept for you, scored, with the evidence in one place
An evidence report–For any audit period, when you or your auditor asks: training finished, practice phishing, policies signed, sign-ins
Your program, kept upThe work people do, so the rules never pile up.
Policies–A policy set from our templates, fitted to your business, reviewed with you every year, and signed by your people
Who can reach whatChanged when people join and leavePlus accounts and settings reviewed as Microsoft changes its systems, and you kept current on what changed and why it matters
TrainingShort, regular security training with practice phishingPlus your rule assigned to your training: the courses, the practice phishing and the policy sign-offs mapped to it, and the evidence built as your people finish
When a rule changes–We tell you what changed and what it means for you, and what we changed
Once a yearPlanning for next yearPlus a compliance review: what your rule asks, what we run, and what is still yours to do
When someone asks, or something goes wrong
Your insurance applicationTrue answers about the controls we runPlus the underwriter’s calls, the extra forms, and the evidence if you ever file a claim
An auditor, a regulator or a partner–We answer the technical questions with you, from the records and timelines in our systems
A security incidentYou hear from us fast, and it is fixedPlus your insurer’s claims line called first, the logs pulled, the timeline built with you, and the decision you make about who must be told recorded. That decision stays yours, with your attorney

Part of your plan when you hold

  • Patient information, under HIPAA
  • Clients’ financial information, under the Gramm-Leach-Bliley Act (GLBA) and the Federal Trade Commission (FTC) Safeguards Rule: CPA firms, tax preparers, lenders and advisers
  • Criminal justice information, under the FBI’s Criminal Justice Information Services (CJIS) Security Policy
  • Defense contracts, under the Cybersecurity Maturity Model Certification (CMMC)

The rules ask for the written proof, not only the protection.

Recommended in writing when

  • An insurer asking for more than the application
  • A client’s or a partner’s security questionnaire
  • Card payments, under the card industry’s standard (PCI DSS)
  • Personal information, under the Florida Information Protection Act (FIPA)

For these, the choice is yours. Answering your cyber insurance application truthfully is in every plan.

Quoted separately, as projects: a formal risk analysis, a security program written from scratch, a penetration test, data kept in another region, readiness for a CMMC Level 2 assessment, and acting as your FTC Qualified Individual.

How a year runs

  • The first month. We learn which rules you work to, switch on the stronger protection for everyone on your plan, set the records rules, and fit our policy templates to your business.
  • Every day. Risky sign-ins stopped, sensitive information labeled and kept in, records kept, and the who-did-what record growing.
  • As Microsoft changes. Accounts and security settings reviewed as Microsoft updates its systems, and you kept current on what changed and why it matters.
  • All year. Your rule assigned to your training: the courses, the practice phishing and the policy sign-offs are mapped to it, and the evidence builds as your people finish.
  • Every year. Your policies reviewed with you, and a compliance review: what your rule asks, what we run, and what is still yours to do.
  • When a rule changes. We tell you what changes for you, and what we changed.
  • When someone asks. An evidence report for the audit period, and the technical questions taken with you, from the records and timelines in our systems.
  • If something goes wrong. You hear from us fast. We pull the logs, build the timeline with you, and record the decision you make about who must be told. That decision stays yours, with your attorney.

What Security + Compliance adds for a medical or dental practice

  • Files and email with patient details found and labeled automatically, with the protection staying on the file wherever it goes.
  • Patient details stopped from leaving by email, a Teams chat, a USB drive or an upload.
  • A record of who opened, changed or shared what, kept for a year, so a question from an auditor, or about a possible breach, has an answer.
  • A sign-in that looks wrong stopped or challenged, even with the right password.
  • Microsoft's HIPAA readiness checklist, with your progress scored and the evidence kept in one place.
  • Microsoft engineers unable to reach your data without your approval.

Compliance belongs to your practice. We set up the tools, keep the records and show you the proof. The audit trail is mapped to HIPAA and HITECH (the Health Information Technology for Economic and Clinical Health Act) by us, not by Microsoft.

Our own HIPAA program, behind the agreement

HIPAA, the Health Insurance Portability and Accountability Act, makes any company that handles patient information for a practice a business associate, directly responsible for the HIPAA Security Rule. We are one, so we keep a written security and privacy program: our HIPAA Policy Manual. It is the rulebook for how we protect your data and what we do when something goes wrong.

  • A risk assessment of our own, every year.
  • Who can reach client data, and how that access is given and taken away.
  • A security background check for every person at Protected Trust, and HIPAA training and certification every year.
  • Encryption, backups and disaster recovery.
  • How old equipment and data are disposed of.
  • How an incident is investigated, and how and when you are told about a breach.
  • How vendors like Microsoft are checked before we use them.
  • Records kept for six years.

An independent SOC 2 auditor tests us against it every year, so it is not a binder on a shelf. The manual itself stays confidential, because publishing the procedures would weaken them. We are glad to walk you through what it covers, and to show its table of contents under a nondisclosure agreement.

The frameworks we work to

We are SOC 2 Type II audited, and the report is available to clients on request. For our clients we work to HIPAA, PCI-DSS, GLBA, the FTC Safeguards Rule, IRS Publication 4557, CJIS, CMMC, and Florida's FIPA. The controls, the records and the yearly program are in Security + Compliance. A formal risk analysis, your full written security program, a penetration test and readiness for a CMMC Level 2 assessment are projects, quoted separately.

The auditor's folder

Six things every auditor, insurer and client questionnaire asks for.

HIPAA for a practice, the FTC Safeguards Rule for a CPA firm, CJIS for an agency: the questions are the same six. Who can reach the records. How long they are kept. Where the sensitive data is. What happened, and when. Who was trained. Where the policies are.

With Security + Compliance the answers are already on file, because the controls behind them run every day for everyone on your plan. When the date is on the calendar, your team helps you prepare, with the templates and the record, and nothing is assembled the week before. A formal assessment against a framework is a project, quoted before the work starts.

Protected TrustFolder

An example, not a client's folder

What the auditor asks for, and where it is

Kept by the systems that run every day, not assembled the week before.

Who can reach the records
The access rules for every account and device. Admin rights given only when needed, and reviewed regularly.
How long records are kept
Email and files kept as long as the rules require, findable, and held when an audit or a case needs it.
Where the sensitive data is
Sensitive files labeled and protected wherever they go, with alerts when someone moves data they should not.
What happened, and when
The audit trail and reporting mapped to HIPAA, PCI, GLBA, the FTC Safeguards Rule, IRS 4557 and CJIS.
Who was trained
Short, regular security training with practice phishing, for everyone on the plan.
The policies
Policy templates and audit preparation when the date is on the calendar.
ReadyThe day someone asks

The responsibility stays with your practice, as the rules require. The record is ours to keep.

Security + Compliance

Six services, one team that knows your setup.

All of it inside Concierge IT for Business, from $125 per person a month. Managed IT services · Pricing

Who you will know by name

Audit season or any other season, the same people look after you.

Chris BridgesJavier PereiraJonathan JonesChris Munoz

Chris Bridges and Javier Pereira, Concierge Leads, with Jonathan Jones and Chris Munoz. The whole company is behind them. Meet everyone →

Their response is often immediate, and they treat my problem as if it was their own!
★★★★★ Kerry W., on Google, October 2026 · 5.0 on Google · 59 reviews on our Orlando profile

How it works

Three steps, and the team is yours.

Three of the team at one laptop
1

A 30-minute call

Tell us what is working and what is not. We will tell you honestly if we fit.

Helping at a colleague's desk, Winter Haven
2

Your first month

Day one, you meet your team by name. Security + Compliance is switched on for everyone on the plan within a few weeks: the records rules, the labels, the stronger defenses, the audit trail.

On a headset at a desk in the Orlando office
3

Your team takes it from here

You reach out, and someone who knows you takes it on, usually within 15 minutes.

Let's talk

What it costs

Security + Compliance is $30 more, for everyone on the plan.

+$30 per person, per month, for everyone on the plan, on top of Complete at $125.

The add-on

Security + Compliance

+$30per person, per month

Records, labels, stronger defenses and the audit trail for HIPAA, the FTC Safeguards Rule, CJIS and the rest. For everyone on your plan.

Required first

Complete

$125per person, per month

Your team, security, devices, backup, planning and Microsoft 365 care. Security + Compliance is added to it.

Security + Compliance is added to Complete, for everyone on the plan. It is not offered on the Essentials plans.

Let's talk How our agreement works →

The cover of the guide. Your cyber insurance renewal is asking for proof. Here is how to answer it honestly.

Not ready to talk yet?

Your insurer's renewal questionnaire, answered.

The ten questions carriers ask most, in plain language, why each one is on the form, and one page to score yourself honestly.

Leah writes to you once, by name. Nobody adds you to a list.

Questions people ask

Plain answers.

Do you do the compliance for us?

We put the controls in place, keep the records, fit our policy templates to your business, assign your rule to your training, and produce the proof. A formal risk analysis and your full written security program are projects we help you through. The responsibility stays with your practice, as the rules require.

Which compliance frameworks do you work to?

HIPAA, PCI-DSS, GLBA, the FTC Safeguards Rule, IRS Publication 4557, CJIS, CMMC, and Florida's FIPA. Protected Trust is SOC 2 Type II audited and the report is available to clients on request.

Does Security + Compliance cover everyone or just some people?

Everyone on your plan. Protecting half a company leaves a gap, and auditors find gaps.

Do you have a written HIPAA security program?

Yes: our HIPAA Policy Manual, tested every year by an independent SOC 2 auditor. It covers our yearly risk assessment, who can reach client data, background checks and yearly HIPAA training for everyone at Protected Trust, encryption and backups, and how and when you hear from us if something goes wrong. We walk you through it, and show its contents under a nondisclosure agreement.

Do we need Security + Compliance?

Complete protects; Security + Compliance proves. If you hold patient information under HIPAA, clients' financial information under GLBA and the FTC Safeguards Rule, criminal justice information under CJIS, or work on defense contracts under CMMC, it is part of your plan, because the law asks for the written proof, not only the protection. If you are asked for proof by an insurer, a client or a partner, or take card payments, we recommend it in writing, and the choice is yours. Answering your cyber insurance application truthfully is in every plan.

We have never been audited. Do we still need the proof?

The proof is asked for on the worst day: after a breach report, a patient's complaint, or an insurance claim. Investigators ask first for the risk analysis and the records, and a year of records cannot be built that week. Since 2021, the law also asks regulators to weigh twelve months of recognized security practices when they set a HIPAA penalty.

Do you sign a business associate agreement?

Yes, with every practice that handles patient information. It is part of our Data Processing Agreement, in its HIPAA section, and it takes effect when your quote names HIPAA. We sign our own agreement, which covers how we report a security incident, how we notify you of a breach, the rules our subcontractors follow, and our audit report on request.

Who does our yearly HIPAA risk analysis?

HIPAA asks every practice to do its own, and we do ours as your business associate. If you would like, we do yours too, each year, as a Security Risk Assessment quoted and added to your plan, with the written report your records need.

What does Security + Compliance cost?

$30 per person, per month, on top of Complete, plus the Microsoft Defender and Purview Suites for each person, at Microsoft's price. A formal assessment against a framework, or readiness for a CMMC Level 2 assessment, is quoted separately as a project.

Thirty minutes with a real person.

Tell us which rules you answer to. We will tell you honestly what is already covered and what is not.

Pick a time Or call 863-594-1141

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