Dia Systems

Dia Systems We handle Managed IT and Cybersecurity for professional services firms, and help them use AI with clear guardrails in place.

Helping Firms Stay Protected, Productive, and Profitable® We focus on helping business owners with their IT & Cybersecurity Risk management. Based in Chesterfield, Virginia but serving the rest of the U.S (remotely), we are an IT Managed Services Provider. We provide IT Support and Cybersecurity services to businesses. We love what we do and we support clients all around the country that are extremely pleased with our work. To book a FREE Strategy Call visit: https://www.diasystems.net/schedule/

Question 19 of 31When seasonal staff leave after tax season, does their access leave with them?Busy season means extra h...
10/19/2026

Question 19 of 31

When seasonal staff leave after tax season, does their access leave with them?

Busy season means extra hands, and getting people set up quickly matters. Closing their access afterward rarely gets the same attention, since everyone is catching their breath.

The firms that handle this well set an end date the day seasonal staff start. Accounts are created with an expiration, and someone confirms everything is closed.

If a seasonal preparer from last year tried to log in today, what would happen?

Question 18 of 31How many links to client files are still open to anyone who has them?Sharing a folder link is convenien...
10/18/2026

Question 18 of 31

How many links to client files are still open to anyone who has them?

Sharing a folder link is convenient during a matter. Months later, those links are often still active, and they may have traveled further than anyone intended.

Setting links to expire, and reviewing old ones once in a while, is a small habit with real payoff. If you're using SharePoint get in the habit of sharing with "specific people", not "anonymous links" as well.

Question 17 of 31. Quick weekend question. How many people at your firm share a login for something?• None, everyone has...
10/17/2026

Question 17 of 31. Quick weekend question. How many people at your firm share a login for something?

• None, everyone has their own
• One or two shared
• Several shared
• Not sure

Question 16 of 31When we started with our most recent new law firm client, we reviewed who could reach their systems fro...
10/16/2026

Question 16 of 31

When we started with our most recent new law firm client, we reviewed who could reach their systems from outside the office. Most of the list made sense.

One entry did not. A software vendor the firm stopped using three years earlier still had remote access to their server. Nobody had thought about it since the contract ended.

We closed it right away and set up a simple review so every outside vendor with access is confirmed a few times a year. The managing partner said it was the first time she had seen the full list in one place.

Question 16: which outside vendors can still reach your systems today?

Question 15 of 31When someone leaves your firm, how long until every account they had is closed?Email usually gets handl...
10/15/2026

Question 15 of 31

When someone leaves your firm, how long until every account they had is closed?

Email usually gets handled. The rest is easy to miss: the document system, the e-filing account, the shared drive, the phone app, the laptop still at their house.

Nobody leaves those open on purpose. It happens when there is no checklist and everyone assumes someone else took care of it.

A clean offboarding list, owned by one person and finished on the last day, handles most of this.

Think about the last person who left your firm. Are you sure everything is closed?

Question 14 of 31If your cyber insurance carrier asked how you prevent payment fraud, could you answer in writing?Renewa...
10/14/2026

Question 14 of 31

If your cyber insurance carrier asked how you prevent payment fraud, could you answer in writing?

Renewal questionnaires have become much more specific. Carriers want to know how you confirm payment changes, who has access to financial accounts, and whether multi-factor sign-in is in place.

Vague answers can affect your premium and how a claim is handled later. Clear answers come from having the process in place and written down.

Next time renewal comes around, would you feel confident signing that form?

Question 13 of 31Do your clients know how you will send payment instructions, and how you never will?Clients can be your...
10/13/2026

Question 13 of 31

Do your clients know how you will send payment instructions, and how you never will?

Clients can be your best protection when they know what to expect. A single line in your engagement letter or intake packet does alot. Something like: "We will never change wiring instructions by email. If you receive a message like that, call us first."

When clients hear it up front, a fake request looks strange to them right away.

What do your clients hear from you about this today?

Question 12 of 31Who can log in to your tax and payroll platforms, and from where?These systems hold the most sensitive ...
10/12/2026

Question 12 of 31

Who can log in to your tax and payroll platforms, and from where?

These systems hold the most sensitive data a firm touches. Refund and payroll redirection fraud usually starts with a single stolen login.

A good setup has multi-factor sign-in on every account, no shared logins, and alerts when someone signs in from a new location. It also has a clear owner who reviews the user list a few times a year.

If you pulled that user list today, would anything surprise you?

Question 11 of 31Who at your firm can move money out of the trust account? Does that list still make sense today?Access ...
10/11/2026

Question 11 of 31

Who at your firm can move money out of the trust account? Does that list still make sense today?

Access tends to grow over the years. Someone covered during a busy stretch, a former bookkeeper was never removed, or two people share a login to save time.

A quiet review of who can approve and send money is one of the most practical things an owner can do this month.

Question 10 of 31. When someone asks to change payment details, how does your firm confirm it?• Call a number already on...
10/10/2026

Question 10 of 31. When someone asks to change payment details, how does your firm confirm it?

• Call a number already on file
• Reply to the email to confirm
• Depends on who handles it
• We have not set a rule

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Petersburg, VA

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