ABOUT YOUR BUSINESS
10 of 10 answered
All answered ✓
Nicely done. If we add new questions, any you still need to answer will show up here in red.
61
SAFETY SCORE
Some gaps to close
Up 8 since August. Better than most practices your size.
SIX-MONTH TREND
APR
MAY
JUN
JUL
AUG
SEP
OPEN ACTIONS
3
1 overdue
PEOPLE COVERED
11
All accounted for
SYSTEMS WATCHED
4
M365, Xero, site, laptops
AI TOOLS IN USE
6
2 need a decision
Two things need you this week
See all 61 checks
Ordered by what would hurt most, not by technical severity.
NEEDS DOING
EMAIL
~40 min
4 mailboxes have no second factor
Someone with a stolen password could sign in and send invoices as you. Your clients would have no way of telling.
Fix this in My apps →
NEEDS DOING
SUPPLIERS
~1 hour
AI bookkeeping trial has no data agreement
Two people are using it on live client figures. The free tier lets the supplier train on whatever is uploaded.
Fix this in Suppliers →
IN PROGRESS
DEVICES
10 mins
Finish protecting Basil's front-desk laptop
This device is not fully set up. Turn on the remaining protections so you could find or wipe it.
Fix this in My devices →
IN PROGRESS
DEVICES
10 mins
Finish protecting Manuel's phone
This device is not fully set up. Turn on the remaining protections so you could find or wipe it.
Fix this in My devices →
IN PROGRESS
BACKUPS
20 mins
Set up backups for Mac
No backup confirmed for this device yet. Switch it on so a lost device is only an inconvenience.
Fix this in Backups →
IN PROGRESS
BACKUPS
~20 min
Backups run, but have never been restored
A backup nobody has tested is a promise, not a protection. One test restore settles it.
Fix this in Backups →