Your firm's email is your most critical and vulnerable business asset.
VaultMail is the managed email service for high-trust professional firms. Secure, compliant, governed, and backed by specialists who understand your industry's specific requirements.
Common vulnerabilities found in professional firms.
Unarchived client email
Your or Google subscription does not automatically satisfy or . Most configurations are non-compliant by default. An examination could cost $25,000 to $100,000 in fines.
Unprotected principal accounts
If the managing partner's email account is compromised or unavailable, most firms have no documented recovery procedure. Average downtime in these events goes from 4 to 11 business days.
Impersonation and spoofing exposure
Without properly configured , , and , your domain can be spoofed. Fraudulent emails can appear to come from your firm and reach your clients.
No email continuity plan
If a key person leaves, is incapacitated, or is unreachable, who controls access to critical email accounts? Most firms have no written answer to this question.
A managed trust layer built on Microsoft 365.
The platform your team already uses is configured, hardened, and maintained by specialists who understand your industry's specific requirements.
Start with a Free AssessmentConfigure your environment to meet and archiving requirements
Harden every account with , conditional access, and documented break-glass recovery procedures
Set up and verify , , and to eliminate impersonation and spoofing risk
Document your firm's continuity and delegation procedures in writing
Review your configuration quarterly and stay current with regulatory guidance
Complete migrations with zero team disruption
How it works
Three steps from where you are to a fully governed, compliant email environment.
Audit
A paid Email Risk and Continuity Audit. 90 minutes, five criteria, written report. We assess your current setup against compliance and security benchmarks and deliver a prioritized remediation plan.
Most firms discover 4 to 9 risks they were not aware of.
Configure
We implement every remediation your firm needs. Migration, hardening, archiving configuration, DMARC setup, and continuity documentation handled entirely by our team.
Completed within 5 business days. Zero team disruption.
Manage
Your VaultMail subscription keeps everything running. Quarterly health reviews, ongoing support, compliance updates, and a team that knows your specific environment.
You focus on your clients. We handle the email.
Built for high-trust professional firms
Financial Advisory & RIAs
and compliant configuration. Immutable archiving, supervision-ready email, and documented continuity procedures built for examination.
Boutique Law Firms
State bar record-keeping requirements addressed. -ready archive. Client communication protected with enterprise-grade security configured for legal practice needs.
Accounting & CPA Practices
IRS examination-ready record retention. Client communication governance. Staff access controls that survive personnel changes without operational disruption.
Family Offices & Private Wealth
Multi-principal communication governance, estate continuity procedures, and the highest-level email security for firms managing generational wealth.
Transparent, per-seat pricing
All plans start with a paid Email Risk and Continuity Audit ($1,500 credited if you proceed).
Essential
For solo advisors and micro-firms
Professional
For growing practices
Governance
For established firms
90 minutes, written risk report, 5 assessment criteria
Credited in full if you proceed to a subscription plan.
Trusted by high-stakes professional firms
We had no idea our email archiving wasn't compliant. The audit found seven issues in 90 minutes. VaultMail fixed everything within a week.
The migration was completely invisible to our team. We moved platforms and nobody noticed any disruption. That was the biggest surprise.
For the first time I feel like our email actually reflects the level of trust our clients place in us. VaultMail made that happen.
Built on infrastructure you already trust
Book your private assessment
We tell you exactly where your firm stands before any commitment. Most assessments reveal 3 to 5 risks the firm was not previously aware of.
What you will learn
Whether your email archiving meets regulatory requirements
Specific vulnerabilities in your principal accounts
Whether your domain can be spoofed by bad actors
Gaps in your firm's email continuity plan
Exactly what remediation your firm needs
No sales pressure. No obligation. Delivered by a certified specialist.
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