--- title: "IT Support for Financial Services | Naples & Fort Myers" description: "Managed IT, cybersecurity and governed AI for SWFL investment advisers, insurance agencies and CPA firms. Reg S-P, WISP, FIPA. Call 239-465-0079." language: "en-US" canonical_url: "https://yzdhzympzs2n343.onstatic.studio/industries/financial-services-it-support/" source_url: "https://yzdhzympzs2n343.onstatic.studio/industries/financial-services-it-support/" content_type: "text/markdown" --- § Financial services · Naples & Fort Myers # IT Support for Financial Services Firms in Southwest Florida Managed IT, cybersecurity, compliance support and practical AI for investment advisers, insurance agencies and CPA firms in Naples, Fort Myers and across Southwest Florida. NerdSquad Managed IT Services is a local Managed Service Provider (MSP) that helps you put the safeguards regulators, carriers and clients expect in place, document them and keep them working, so exam season and tax season get a lot less dramatic. [ Book an IT & compliance review → ](#nsfx-form) [ Call 239-465-0079 ](tel:+12394650079) Investment advisers (RIAs) Insurance agencies CPA & tax firms Reg S-P · FTC Safeguards · FIPA Governed AI Exam-readiness snapshot Sample firm · illustrative MFA on email, CRM, custodian and tax software ✓ In place Encrypted email and client file sharing ✓ In place Written incident response program ✓ In place Vendor oversight with 72-hour breach terms In progress Tested, immutable backups ✓ In place Written information security plan (WISP) ✓ In place AI acceptable-use policy and approved tools In progress 5 of 7 safeguards documented. Your checklist depends on the rules that apply to your firm. ▲ Reg S-P · amended rule in effect ▲ FTC Safeguards · MFA + encryption ▲ IRS Pub 5708 · WISP ▲ FIPA · 30-day breach notice ▲ SEC exams FY2026 · AI + cyber ▼ BEC losses · $3.0B · IC3 2025 ▼ Florida · #3 in cybercrime losses ▲ AI policy · still missing at most firms ▲ Reg S-P · amended rule in effect ▲ FTC Safeguards · MFA + encryption ▲ IRS Pub 5708 · WISP ▲ FIPA · 30-day breach notice ▲ SEC exams FY2026 · AI + cyber ▼ BEC losses · $3.0B · IC3 2025 ▼ Florida · #3 in cybercrime losses ▲ AI policy · still missing at most firms § 01 · AI & automation ## AI is already in your office. The real question is whether it’s governed. Advisers are using AI note-takers, agencies are comparing policies with it, and tax teams are summarizing documents with it. Used well, AI and automation give your people hours back every week. Used without guardrails, they put client data in places your compliance program has never heard of. NerdSquad helps you get the first without the second. 63% of RIAs use AI tools in some way, more than double the 2023 figure. [ Schwab RIA & AI study, Jan 2026 ↗ ](https://www.businesswire.com/news/home/20260122602006/en/Schwab-Study-Reveals-RIA-AI-Adoption-More-Than-Doubles---But-Most-Firms-Still-in-Early-Stages) 46% of independent insurance agencies use AI, up from 15% in 2024. [ Big “I” Agency Universe Study, Sep 2026 ↗ ](https://www.insurancejournal.com/news/national/2026/09/24/886639.htm) 21% of tax firms use generative AI, up from 8% the year before. [ Thomson Reuters, 2025 ↗ ](https://www.cpapracticeadvisor.com/2025/04/15/79-of-tax-and-accounting-firms-expect-significant-genai-integration-by-2027/159172/) ### The governance gap RIAs with no written AI policy 78% ISS Market Intelligence Advisor Pulse, fielded June 2025 Agencies with no AI policy 56% Big “I” Agents Council for Technology survey, 2026 Tax firms with no formal gen-AI governance 70% Thomson Reuters Generative AI in Professional Services, 2025 ### What a governed AI workflow looks like Example: an adviser’s client review meeting. The same pattern works for a renewal call at an agency or a tax-planning meeting at a CPA firm. 01 #### Meeting captured by an approved tool A vetted, business-grade AI note-taker, not a personal app on someone’s phone. 02 #### AI drafts the summary and action items Minutes after the meeting instead of at 9 p.m. 03 #### A person reviews and edits Accuracy is the top AI concern among advisers. Human review is the fix. 04 #### CRM updated, record retained Notes land in the CRM and are kept under your records policy. Transcripts can be required books and records under SEC Rule 204-2. 05 #### Follow-up email queued for approval Drafted by AI, sent by a person. Nothing leaves the building unreviewed. [ See AI by firm type ↓ ](#nsfx-firms) [ How we implement AI ↓ ](#nsfx-ai-impl) § 02 · By firm type ## Managed IT and AI built for advisers, agencies and accounting firms Same goals, different rulebooks. Pick your firm to see the regulations that shape your IT, where AI actually saves time, and the automation that doesn’t need AI at all. RIAs · wealth managers · family offices ### IT services for financial advisors and RIAs Your clients trust you with their life savings, and the SEC expects your systems to deserve that trust. For SEC-registered advisers, the amended Regulation S-P is now in effect for firms of every size, and the Division of Examinations has named cybersecurity, Reg S-P and AI oversight as fiscal 2026 priorities. Reg S-P (amended) Rule 204-2 books & records Rule 206(4)-7 Reg S-ID #### Where AI helps advisers Meeting notes that update Wealthbox, Redtail or Salesforce after review Drafting client emails and review agendas for adviser approval Summarizing statements, research and long documents First-pass checks of marketing copy before it reaches your CCO #### Automation that isn’t AI Digital onboarding with e-signature and secure document upload Workflow reminders for reviews, RMDs and account paperwork Email and approved-messaging archiving that runs on its own Guardrail: SEC examiners are asking how firms supervise their use of AI. We help you choose the tools, set retention and write the policy that answers that question. [ Read: IT for financial platforms, CRMs and compliance → ](https://support.nerdsquad.net/portal/en/kb/articles/financial-platform-support-crm-portfolio-compliance) Independent P&C, life & benefits agencies ### IT support for insurance agencies Agencies live in their agency management system, carrier portals and email. Florida has no insurance-specific cybersecurity law like New York’s Part 500, but the Florida Information Protection Act still requires reasonable measures to protect personal information, and carriers and cyber insurers ask about your controls. FIPA · Fla. Stat. 501.171 GLBA privacy NY DFS Part 500 (if licensed in NY) #### Where AI helps agencies Quote and policy comparison summaries for renewals Pulling data from applications and dec pages into your agency management system Drafting renewal and remarketing emails Coverage-form analysis that supports, never replaces, licensed review #### Automation that isn’t AI Certificate-of-insurance request intake and routing E-signature and client portals for applications Renewal reminders and task queues in your agency system Guardrail: nearly half of agencies use public AI tools like ChatGPT. We set up business-grade tools so client data doesn’t end up training someone else’s model. [ Read: what your cyber insurance policy requires → ](https://support.nerdsquad.net/portal/en/kb/articles/cyber-insurance-requirements-what-your-policy-requires) CPAs · tax preparers · bookkeepers ### IT support for accounting and CPA firms Under federal law, tax and accounting firms are financial institutions, whatever their size. The FTC Safeguards Rule calls for MFA, encryption and a written security program, and the IRS expects every paid preparer to keep a written information security plan (WISP). FTC Safeguards Rule IRS Pub 5708 · WISP IRS Pub 4557 FIPA #### Where AI helps accounting firms Document intake: sorting and extracting W-2s, 1099s and K-1s Transaction categorization and reconciliation help Drafting client emails and engagement follow-ups Summarizing research and IRS notices for human review #### Automation that isn’t AI Secure client portals instead of emailed tax documents E-signature for engagement letters and e-file authorizations Workflow and deadline tracking through tax season Guardrail: IRS guidance says Circular 230 duties still apply when you use AI and that client data belongs only in secure, approved tools. We set up the approved tools and block the rest. [ IRS Publication 5708: creating a WISP ↗ ](https://www.irs.gov/pub/irs-pdf/p5708.pdf) How we implement AI ### Six steps to AI your compliance officer can live with Most AI projects in small firms stall for IT reasons, not AI reasons. That’s exactly the work a Managed Service Provider already does. 01 · Readiness #### Clean up access before AI arrives Microsoft 365 Copilot can reach anything a user can. We fix oversharing in SharePoint and OneDrive and label sensitive client files first. 02 · Identity #### Lock down who and what gets in MFA, conditional access and approved-app controls that keep unsanctioned AI tools away from client data. 03 · Vendors #### Vet every AI vendor Where data is stored, whether it trains models, and breach-notice terms that line up with Reg S-P’s 72-hour service provider rule. 04 · Records #### Keep the records you’re required to keep Audit logging and retention for AI prompts, notes and transcripts, set to match your records policy. 05 · People #### Write the policy, train the team A plain-English AI acceptable-use policy and short, role-based training on what to use AI for and what never to paste in. 06 · Results #### Measure, support and improve Hours saved and error rates compared with before, help desk support for the tools, and retirement of anything that isn’t earning its keep. Before the next exam, not during it See where your firm’s IT, access controls and records stand while there’s still time to fix things. [ Book an IT & compliance review → ](#nsfx-form) [ Call 239-465-0079 ](tel:+12394650079) § 03 · Compliance ## Which rules touch your firm, and what they ask of your IT Financial services compliance is a patchwork of federal and Florida rules. Here’s a plain-English map of the technical safeguards behind them. We help you implement and document these controls; your compliance officer or counsel decides exactly what applies. Safeguard Investment advisers (SEC-registered) Insurance agencies (Florida) CPA & tax firms Written security program Written policies and procedures · Rule 206(4)-7 and Reg S-P Expected under FIPA’s “reasonable measures” Required WISP · FTC Safeguards Rule, IRS Pub 5708 Multi-factor authentication Exam focus on access controls · SEC FY2026 priorities Commonly asked about by carriers and cyber insurers Required · FTC Safeguards Rule Encryption Exam focus on data loss prevention Properly encrypted data generally falls outside FIPA’s breach definition Required in transit and at rest · FTC Safeguards Rule Incident response plan Required written program · amended Reg S-P Strongly advised: FIPA’s 30-day notice clock starts fast Required · FTC Safeguards Rule* Breach notification Affected customers within 30 days · Reg S-P, plus FIPA Individuals within 30 days; Florida Attorney General if 500+ · FIPA FTC within 30 days if 500+ consumers, plus FIPA Vendor oversight Service providers must notify you within 72 hours · Reg S-P Carrier contracts and FIPA third-party agent rules Oversee service providers · FTC Safeguards Rule Testing and review Annual compliance program review · Rule 206(4)-7 Recommended: periodic risk assessment Annual pen test and scans every six months, or continuous monitoring* AI oversight Supervision of AI use · SEC FY2026 exam priority No Florida agency rule yet; a written policy is smart Circular 230 duties apply · IRS 2026 AI guidance * The FTC Safeguards Rule exempts firms holding information on fewer than 5,000 consumers from some written requirements, including the incident response plan and testing; MFA and encryption still apply. Florida state-registered advisers generally fall under the FTC Safeguards Rule and Florida OFR rules rather than Reg S-P. Scroll sideways on a phone to see every column. This is a plain-English summary, not legal advice. For investment advisers ### Amended Regulation S-P, in plain English Adopted in May 2024. Larger advisers had to comply by December 3, 2025 and smaller advisers by June 3, 2026. It requires a written incident response program, notice to affected customers within 30 days, and service providers that tell you about a breach within 72 hours. [ SEC announcement ↗ ](https://www.sec.gov/newsroom/press-releases/2024-58) For CPA & tax firms ### The FTC Safeguards Rule and your WISP Tax and accounting firms are financial institutions under federal law. The rule calls for a qualified individual, risk assessment, MFA, encryption and a written plan, and since May 13, 2024, notice to the FTC within 30 days of a breach affecting 500 or more consumers. [ FTC Safeguards Rule guide ↗ ](https://www.ftc.gov/business-guidance/resources/ftc-safeguards-rule-what-your-business-needs-know) For every Florida firm ### The Florida Information Protection Act Florida businesses must take reasonable measures to protect personal information, notify affected Floridians within 30 days of a breach, and notify the Attorney General when 500 or more people are affected. [ Read Fla. Stat. 501.171 ↗ ](http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0500-0599/0501/Sections/0501.171.html) Phishing, wire fraud, lost laptops Find the gaps in your firm’s email, devices and access before they turn into an incident. [ Book an IT & compliance review → ](#nsfx-form) [ Call 239-465-0079 ](tel:+12394650079) § 05 · Southwest Florida ## Local IT support for Naples and Fort Myers financial firms Our only office is in Naples. From there we support advisers, agencies and accounting firms from Fifth Avenue South and the Tamiami Trail to downtown Fort Myers, Estero, Bonita Springs and Cape Coral. When something needs hands on the equipment, a real technician comes onsite. Southwest Florida also runs on a calendar national IT providers rarely think about: filing season, seasonal residents coming back to town and filling your meeting schedule, and hurricane season. We plan upgrades, migrations and training around your busy months, not in the middle of them. [ Naples ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-naples/) [ Fort Myers ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-fort-myers/) [ Bonita Springs ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-bonita-springs/) [ Estero ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-estero/) [ Cape Coral ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-cape-coral/) [ Lehigh Acres ](https://yzdhzympzs2n343.onstatic.studio/florida/managed-it-services-lehigh-acres/) Before June 1 ### Hurricane-season readiness for financial firms Cloud access to CRM, portfolio, agency and tax systems Immutable, tested backups with a known restore process Backup internet and call forwarding for client lines A written plan for who contacts clients, and how Incident response steps that line up with your notice obligations [ Guide: backup and disaster recovery → ](https://support.nerdsquad.net/portal/en/kb/articles/bdr-bcdr-backup-disaster-recovery) ### The Southwest Florida financial-firm IT calendar Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Tax deadlines Filing season Extensions Seasonal residents Clients in town Arriving Hurricane season June 1 – November 30 Best project window Migrations & upgrades General planning guide. Your firm’s busy season may differ, and we schedule around it. § 06 · What’s included ## Managed IT services for financial firms in Southwest Florida One accountable local partner for your systems, your security and the paperwork that proves both. ### Managed IT services Monitoring, patching, help desk and planning for every device and system your firm runs on. [ Managed IT services → ](https://yzdhzympzs2n343.onstatic.studio/services/managed-it-services/) ### Cybersecurity Layered defenses against phishing, account takeover, wire fraud and ransomware. [ Cybersecurity → ](https://yzdhzympzs2n343.onstatic.studio/services/cybersecurity/) ### Endpoint detection & response Behavior-based protection that spots and contains threats on laptops, desktops and servers. [ EDR → ](https://yzdhzympzs2n343.onstatic.studio/services/endpoint-detection-and-response/) ### Secure backup & compliance Encrypted, tested backups and the documentation your policies call for. [ Secure backup → ](https://yzdhzympzs2n343.onstatic.studio/services/secure-backup-and-compliance/) ### IT help desk Real people who know your firm, your software and your deadlines. [ IT help desk → ](https://yzdhzympzs2n343.onstatic.studio/services/it-helpdesk/) ### Microsoft 365 & email security Secure email, Teams and SharePoint, set up for encryption, retention and AI readiness. [ Microsoft 365 support → ](https://yzdhzympzs2n343.onstatic.studio/services/office-365-support/) ### VoIP phone systems Cloud phones for client lines, with call routing that follows your advisers and staff. [ VoIP phones → ](https://yzdhzympzs2n343.onstatic.studio/services/voip-phone-systems/) ### AI & automation Governed AI and workflow automation that give your team hours back without new risk. [ AI for financial firms ↑ ](#nsfx-ai) One local team for all of it Managed IT, cybersecurity and governed AI for advisers, agencies and CPA firms, from a team in Naples. [ Book an IT & compliance review → ](#nsfx-form) [ Call 239-465-0079 ](tel:+12394650079) [ Get the 7 non-negotiables checklist ](#MSPGuide) § 07 · How we start ## Four steps to a secure, well-documented firm I. ### Talk A conversation about your firm, your clients, your systems and the rules you answer to. II. ### Assess A risk assessment and gap review of your devices, accounts, email, backups and vendors. [ What a compliance risk assessment is → ](https://support.nerdsquad.net/portal/en/kb/articles/compliance-risk-assessment-what-it-is) III. ### Fix and document We close the gaps in priority order and document the controls your policies describe. [ What onboarding looks like → ](https://support.nerdsquad.net/portal/en/kb/articles/managed-it-onboarding-process) IV. ### Review and improve Regular reviews, testing, training and a technology roadmap, including where AI fits next. [ What to expect from an IT security audit → ](https://support.nerdsquad.net/portal/en/kb/articles/it-security-audit-what-to-expect) § 08 · FAQ ## Financial services IT questions, answered What is IT support for financial services firms? IT support for financial services is the ongoing management and security of the technology advisers, insurance agencies and accounting firms run on: email, CRMs, custodian and carrier portals, tax and accounting software, devices, backups and phones. With a Managed Service Provider (MSP) like NerdSquad, it also means implementing and documenting the safeguards regulators expect, such as MFA, encryption, incident response and vendor oversight. Does NerdSquad make my firm compliant? No IT provider can make a firm compliant or certify compliance; that responsibility stays with your firm and its compliance officer. What we do is implement, monitor and document the technical safeguards that rules like Regulation S-P, the FTC Safeguards Rule and the Florida Information Protection Act call for, and give you the evidence when an examiner, auditor or insurer asks. What does the amended Regulation S-P require of smaller advisers? SEC-registered advisers with less than $1.5 billion in assets under management had to comply by June 3, 2026. The amendments require a written incident response program, notice to affected customers within 30 days of unauthorized access to sensitive information, and oversight of service providers, which must notify you within 72 hours of a breach. We help with the technical side: detection, logging, response procedures and vendor terms. Do CPA firms and tax preparers need a written information security plan (WISP)? Yes. The FTC Safeguards Rule treats tax and accounting firms as financial institutions, and the IRS expects every paid preparer to maintain a written information security plan. IRS Publication 5708 is a practical template. We help you build the plan and then put the controls behind it in place: MFA, encryption, backups, monitoring and an incident response plan. What cybersecurity rules apply to Florida insurance agencies? Florida has not adopted an insurance-specific cybersecurity law like New York’s Part 500, but agencies still fall under the Florida Information Protection Act, which requires reasonable measures to protect personal information and notice within 30 days of a breach. GLBA privacy rules apply too, and carriers and cyber insurers ask about controls like MFA and tested backups. Agencies licensed in New York may also be covered by Part 500. How can AI help a financial advisory firm, insurance agency or CPA firm? The biggest wins are in time-consuming paperwork: meeting notes that update your CRM, client email drafts, policy and quote comparisons, document intake and summaries. Automation like e-signature, client portals and workflow reminders adds more. We help you choose business-grade tools, connect them to your systems and keep a person in charge of anything that reaches a client. Is it safe to use AI with client financial data? It can be, with the right setup: business-grade tools that don’t train on your data, Microsoft 365 permissions cleaned up before Copilot or similar tools arrive, MFA and data loss prevention, retention settings that match your records obligations, and a written AI policy. Free, public AI tools are not the place for client information. Do AI note-takers create books-and-records obligations for RIAs? They can. SEC Rule 204-2 covers required records in many forms, and legal commentators note that AI transcripts and summaries may fall within it. Your compliance officer decides what to keep; we make sure the tools can retain, archive and produce whatever your policy requires. Why choose a local MSP in Naples instead of a national provider? Because some problems need someone in the room, and because your calendar matters. Our only office is in Naples, we come onsite across Collier and Lee counties, and we plan work around filing season, seasonal clients and hurricane season. You also get people who know your firm instead of a different ticket queue every time. How do you help prevent wire fraud and business email compromise? With layers: MFA and conditional access so stolen passwords don’t work, email authentication and impersonation protection, security awareness training and phishing simulations, and a documented call-back procedure for any change to payment or account instructions. No provider can guarantee fraud won’t happen, but these controls make you a much harder target. What happens if our firm has a data breach? Follow your incident response plan and call us. We help contain the incident, preserve evidence, restore systems from clean backups and give your compliance officer, counsel and insurer the technical facts they need for notification decisions under Reg S-P, the FTC Safeguards Rule or FIPA. Do you support our CRM, custodian, agency and tax software? We manage the devices, accounts, security and access around the software your firm runs on, from Microsoft 365 to your CRM, agency management system, tax and accounting software and custodian or carrier portals. When the software vendor needs to be involved, we work the problem with them so your team doesn’t have to. How is managed IT priced for a small financial firm? Managed IT is usually a predictable monthly fee based on your users, devices and the services you need. Our IT support pricing page explains how it works, and we’ll give you a clear proposal after we review your firm. How quickly do you respond, and how do we get started? We work to an industry-leading SLA, and security issues get priority. To get started, call 239-465-0079 or send the form below, and we’ll set up a conversation and a review of your current setup. § 09 · Keep learning ## Free guides for financial firms Plain-English articles from our knowledge base and blog. No jargon, no sign-up. Compliance ### Compliance & risk [ What makes financial services IT different → ](https://support.nerdsquad.net/portal/en/kb/articles/financial-services-it-support-difference) [ What a compliance risk assessment is → ](https://support.nerdsquad.net/portal/en/kb/articles/compliance-risk-assessment-what-it-is) [ Writing an incident response plan → ](https://support.nerdsquad.net/portal/en/kb/articles/cybersecurity-incident-response-plan) [ What is a penetration test? → ](https://support.nerdsquad.net/portal/en/kb/articles/what-is-a-penetration-test) [ Why cyber insurance claims get denied → ](https://support.nerdsquad.net/portal/en/kb/articles/cyber-insurance-claims-paid-denied-it-setup) AI & automation ### Using AI safely [ AI and compliance: what businesses need to know → ](https://support.nerdsquad.net/portal/en/kb/articles/ai-and-compliance-what-businesses-need-to-know) [ AI risks and how to manage them → ](https://support.nerdsquad.net/portal/en/kb/articles/ai-powered-company-risks-management-and-what-businesses-need-to-know) [ AI data privacy and compliance risks → ](https://support.nerdsquad.net/portal/en/kb/articles/ai-compliance-risks-hipaa-pci-and-data-privacy) [ What AI means for your business → ](https://support.nerdsquad.net/portal/en/kb/articles/what-is-artificial-intelligence-and-what-does-it-mean-for-your-business) [ Agentic AI for email and scheduling → ](https://support.nerdsquad.net/portal/en/kb/articles/agentic-ai-as-an-employee-email-scheduling-and-communications) Working with an MSP ### Choosing managed IT [ Managed IT vs. break-fix: the business case → ](https://support.nerdsquad.net/portal/en/kb/articles/managed-it-vs-break-fix-business-case) [ What’s included in a managed IT plan → ](https://support.nerdsquad.net/portal/en/kb/articles/whats-included-in-managed-it-plan) [ Security awareness training → ](https://support.nerdsquad.net/portal/en/kb/articles/security-awareness-training-compliance) [ Moving email to Microsoft 365 → ](https://support.nerdsquad.net/portal/en/kb/articles/email-migration-google-workspace-microsoft-365) [ New employee IT security checklist → ](https://support.nerdsquad.net/portal/en/kb/articles/new-employee-it-security-checklist) Explore NerdSquad [ All industries ](https://yzdhzympzs2n343.onstatic.studio/industries/) [ Law firm IT ](https://yzdhzympzs2n343.onstatic.studio/industries/managed-it-services-for-lawyers/) [ Real estate IT ](https://yzdhzympzs2n343.onstatic.studio/industries/managed-it-services-for-realtors/) [ Medical IT ](https://yzdhzympzs2n343.onstatic.studio/industries/medical-it-support/) [ Logistics IT ](https://yzdhzympzs2n343.onstatic.studio/industries/logistics-it-support/) [ Retail IT ](https://yzdhzympzs2n343.onstatic.studio/industries/retail-it-support/) [ Construction IT ](https://yzdhzympzs2n343.onstatic.studio/industries/construction-it-support/) [ About NerdSquad ](https://yzdhzympzs2n343.onstatic.studio/about-nerdsquad/) [ IT support pricing ](https://yzdhzympzs2n343.onstatic.studio/it-support-pricing/) [ General FAQ ](https://yzdhzympzs2n343.onstatic.studio/frequently-asked-questions/) [ IT support blog ](https://yzdhzympzs2n343.onstatic.studio/it-support-blog/) § Final · Let’s talk ## Protect client trust. Get time back. Tell us about your firm and what’s on your mind: an upcoming exam, a WISP that needs work, an AI tool your team already started using, or an IT person who just gave notice. We’ll come back with honest advice and a clear plan. A review of your systems, security and documentation Priorities in plain English, starting with the biggest risks A local team in Naples that comes onsite [ Call 239-465-0079 ](tel:+12394650079) [ Contact page → ](https://yzdhzympzs2n343.onstatic.studio/contact-nerdsquad/) NerdSquad Managed IT Services · Naples, FL · 239-465-0079 ### Book an IT & compliance review A real person reads every message. Please don’t include client account numbers or other sensitive details. Talk to a local IT team about your firm. [ 239-465-0079 ](tel:+12394650079) [ Book a review → ](#nsfx-form)