How to use Microsoft 365 to automate your data classification policies

2026-03-17T16:09:28+00:00March 17th, 2026|Compliance, Security and Threats, Tips and Advice|

For financial and professional services firms, data classification is no longer optional. With the growth of artificial intelligence in everyday tools, firms must understand exactly what information they hold, how sensitive it is, and how it should be used. At Pro Drive, we help our clients create a practical and secure approach to data [...]

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How to create a data classification framework

2026-03-17T10:48:48+00:00March 17th, 2026|Accountants, Financial Services, Law, Security and Threats, Tips and Advice|

For professional and financial services firms, information is one of the most valuable and sensitive business assets. However their data is stored if often stored inconsistently across email, shared drives, CRM systems and cloud platforms. Without a clear framework for classifying that data, it becomes challenging to secure, manage, and use it effectively. And [...]

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How Microsoft Copilot Turns Outlook into Your Executive Assistant

2026-02-05T17:49:51+00:00February 5th, 2026|AI, Tips and Advice|

Opening your inbox first thing in the morning can feel overwhelming. Meeting invites, follow-up requests, and “quick questions” pile up before you’ve even started your day. It’s easy to lose hours reacting to emails instead of focusing on strategic work. Now imagine having an assistant who organises your schedule, prioritises what matters, and drafts [...]

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How Practice Managers can use AI to run a more efficient Accountancy practice

2026-01-02T16:17:32+00:00January 2nd, 2026|Accountants, AI, Tips and Advice|

The accountancy sector is changing rapidly with private equity backed firms growing rapidly from acquisition and creating competitive pressure on smaller practices.  At the same  time, recruiting and retaining staff remains a challenge and the pressure is on to deliver more work, improve client satisfaction and at the same time, reduce costs. Leveraging technology [...]

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SIM swapping fraud – why you NEED to protect yourself NOW

2025-09-12T10:49:43+01:00September 12th, 2025|Cyber Security, Security and Threats, Tips and Advice|

SIM swapping fraud is one of the fastest growing areas of cybercrime with reports doubling year on year, according to Action Fraud, the UK national reporting centre. What is SIM swapping? A SIM swapping attack involves a cybercriminal ‘stealing’ your mobile phone number by requesting a new SIM card (usually an e-SIM) from your [...]

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Think you need a cyber security consultant? Check what your IT company is doing

2025-08-07T17:41:51+01:00August 7th, 2025|Cyber Essentials, Cyber Security, Tips and Advice|

By Matt Taylor, Technical Director I attended an event recently where a speaker on a panel session told the audience of small / medium business owners that they needed to engage the services of a specialist cyber security company as well as their IT Managed Service Provider (IT provider). Their argument was that this would save [...]

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Why Multi-Factor Authentication is Essential for Modern Accountancy Firms

2025-07-11T10:54:57+01:00July 29th, 2025|Accountants, Company News, Cyber Essentials, Cyber Security, Tips and Advice|

Passwords alone are no longer enough to protect accountancy firms from the increasingly prevalent threat posed by cyber criminals, with everything from phishing to brute force being resorted to by cyber attackers to access confidential information and steal funds. Serving as just one answer to the high demands of modern cyber security, multi-factor authentication [...]

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Protecting Your Firm and Clients from HMRC Phishing Scams

2025-07-11T10:50:45+01:00July 25th, 2025|Accountants, Company News, Cyber Essentials, Cyber Security, Tips and Advice|

HMRC is the UK tax, payments, and customs authority. As a governmental body, HMRC holds a significant quantity of confidential personal data and financial information. Unfortunately, this makes impersonating HMRC a prime choice for cybercriminals. HMRC cyberattacks centre around phishing. Opportunistic cybercriminals masquerade as HMRC, often using emails, texts, or phone calls, with a [...]

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How to Manage Third Party Risk in the Financial Services Sector

2025-07-11T10:44:59+01:00July 22nd, 2025|Company News, Financial Services, Tips and Advice|

Maintaining relationships with other businesses is essential in modern business. From vendors and suppliers to contractors and partners, businesses must maintain strong relationships with a wide variety of companies in order to stay efficient and competitive. However, interaction with external entities has a number of risk factors, too, including cybersecurity vulnerabilities, financial instability, operational [...]

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What is Authorised Push Payment (APP) Fraud?

2025-07-11T10:31:45+01:00July 18th, 2025|Company News, Financial Services, Tips and Advice|

Fraudsters tricking others out of their money is nothing new. In fact, it’s been happening for thousands of years, with the first recorded instance of insurance fraud occurring in Greece in 300 BC. However, what is new is the level of sophistication fraudsters have been operating with since the rise of the internet and [...]

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