IT Consulting Firm Data Security & Compliance Checklist [FREE PDF]
This IT consulting firm data security and compliance checklist ensures technology consultants and managed service providers maintain adequate security for client data per SOC 2 trust service criteria, ISO 27001, and applicable data protection regulations. Practice managers use this quarterly to assess security posture and client obligations.
- Industry: Professional Services
- Frequency: Quarterly
- Estimated Time: 25-35 minutes
- Role: IT Practice Manager / CISO
- Total Items: 8
- Compliance: SOC 2 Type II (trust service criteria), ISO 27001:2022 (information security management), GDPR / CCPA (client data protection), NIST CSF 2.0 (cybersecurity framework)
Client Data Protection
Verify client data handling and security measures.
- Data Processing Agreements (DPAs) in place with all clients holding personal data?
- Client data logically segregated in multi-tenant environments?
- Client data encrypted at rest and in transit?
- NDAs executed with all client-facing staff?
Access Controls & Incident Response
Verify access controls and incident response readiness.
- MFA required for all staff accessing client environments?
- Privileged access management (PAM) solution in use for client system admin access?
- Incident response plan with client notification procedures documented?
- IT security compliance notes
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Why Use This IT Consulting Firm Data Security & Compliance Checklist [FREE PDF]?
This it consulting firm data security & compliance checklist [free pdf] helps professional services teams maintain compliance and operational excellence. Designed for it practice manager / ciso professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: quarterly.
Ensures compliance with SOC 2 Type II (trust service criteria), ISO 27001:2022 (information security management), GDPR / CCPA (client data protection), NIST CSF 2.0 (cybersecurity framework). Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the IT Consulting Firm Data Security & Compliance Checklist [FREE PDF] cover?
This checklist covers 8 inspection items across 2 sections: Client Data Protection, Access Controls & Incident Response. It is designed for professional services operations and compliance.
How often should this checklist be completed?
This checklist should be completed quarterly. Each completion takes approximately 25-35 minutes.
Who should use this IT Consulting Firm Data Security & Compliance Checklist [FREE PDF]?
This checklist is designed for IT Practice Manager / CISO professionals in the professional services industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.