Do-it-yourself Microsoft 365 security guides
The same checklists and playbooks Squared Away Tech uses with small offices, written so an owner or office manager can follow them. Instant PDF download.
Microsoft 365 Security Checklist for Small Offices
A 40-point, plain-English checklist: what each setting does, why it matters, where to find it, and which plan includes it.
$19- Sign-ins, admin accounts, email, sharing, backups, devices
- Business Basic / Standard / Premium notes on every item
- Notes page to build your to-do list
Cyber-Insurance Questionnaire Prep Kit
Answer your cyber-insurance application accurately, and prove MFA, backups, EDR and email security from Microsoft 365.
$39- 25 common questionnaire questions explained
- Step-by-step evidence gathering in Microsoft 365
- Honest wording for partial controls, renewal timeline, evidence log
Conditional Access Starter Policies
Roll out Conditional Access on Business Premium without locking anyone out.
$29- Break-glass accounts and report-only testing
- Named baseline policy table (CA100–CA701)
- Lockout troubleshooting and rollout schedule
Small Office M365 Security Bundle
All three guides together.
$69 $87- Security Checklist
- Cyber-Insurance Prep Kit
- Conditional Access Starter Policies
Pro: Bundle + 20-minute review call
All three guides plus a 20-minute video call with Greg to go over your results and answer questions.
$149- Everything in the bundle
- 20-minute review call (scheduled after purchase)
- Get a clear next-steps list for your office
WISP Starter Kit for Small Tax & Bookkeeping Offices
The written information security plan the IRS and FTC Safeguards Rule require, as a fill-in template you can finish in an afternoon.
$49- Editable Word WISP template plus 17-page PDF guide
- Built around IRS Pub 5708 / 4557 and 16 CFR 314
- Risk workbook, staff acknowledgment, incident card, Microsoft 365 evidence steps
Secure checkout by Square. After you pay, you go straight to your download page. Questions? Call or text (941) 479-1075 or email greg@squaredawaytechfl.com.
Free: the 10-minute lite checklist
A one-page version of the Microsoft 365 checklist: the ten things to check first. Enter your email and the download link opens right away.
Rather have it done for you? Greg offers a free 20-minute checkup call at your Microsoft 365 setup. No cost, no obligation.
Book a free 20-minute checkup callGuides are general information, not legal or insurance advice, and are provided as is without warranty. Test changes on a small group first, and use report-only mode for Conditional Access. Licensed for use within the purchaser’s own organization. Microsoft 365 is a trademark of Microsoft; Squared Away Tech is not affiliated with Microsoft.