Resources

IT, security & compliance guidance from PalmSol

Practical write-ups drawn from real client work — not generic advice recycled from somewhere else.

A Cyber Insurance Readiness Checklist for Financial Services Firms

What cyber insurance carriers actually ask financial services and accounting firms for, and how to keep documentation audit-ready year-round.

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What Public Agencies Should Look for in an IT Provider

A practical checklist for municipal offices and public agencies: procurement cycles, audit-ready documentation, and mission-critical uptime.

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An IT Security Checklist for Law Firms and Professional Services

Access controls, encryption, phishing protection, and secure document workflows — what actually protects client confidentiality.

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A Practical IT Checklist for Construction Companies

Job site connectivity, mobile device management, and the back-office systems that keep bids moving — a practical checklist for construction IT.

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Running Phishing Simulation Campaigns: What We Manage for Clients

How we run simulated phishing campaigns and staff training for clients, and why it matters for compliance.

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Rolling Out Microsoft Copilot: What Small Businesses Should Know First

Current pricing, the licensing fine print, and the permissions check that matters more than picking a plan.

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SOC 2 for Healthcare RCM Companies: What It Actually Takes

What auditors check, where companies get stuck, and lessons from a real SOC 2 certification at a healthcare revenue cycle management company.

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Rolling Out Microsoft Intune Across Multiple Offices

How to sequence a multi-location Intune rollout without disrupting daily operations, based on a real 30+ office deployment.

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How to Choose a Managed IT Provider in Palm Beach County

A practical checklist — response times, pricing models, compliance experience, and the questions worth asking before you sign.

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