Practice automation for other practices and businessesNot on the list?
The protections still fit.

Fixed-price automations for Microsoft 365 and SharePoint, for health practices, consultancies, recruitment firms, not-for-profits and any business that holds client data or moves money. Hosted in Australia. Sensitive data stays onshore.

What’s changed

Every business holds someone’s data. Every inbox moves money.

Client records, ID documents and bank details pass through email in almost every business. The obligations and the fraud are the same whether or not your industry has its own regulator.

Every business

Notifiable data breaches. Businesses covered by the Privacy Act must quickly assess a suspected data breach, taking all reasonable steps to finish within 30 days. If it is likely to cause serious harm, they must notify the OAIC and affected people as soon as practicable.

10 December 2026

Privacy Act transparency. Privacy policies must describe decisions that software makes, or substantially helps make, using personal information.

Ongoing

Payment fraud hits every sector. Email compromise, including business email compromise fraud, is the most commonly reported cybercrime among Australian businesses (ASD, 2024–25), and a single changed account number is all it takes.

Our promise

Four things that do not change, whichever product you pick.

Australian-hosted

Data that needs to stay in Australia stays here, in your Microsoft 365 tenant or our Australian Azure. Where a project genuinely benefits from a more capable overseas model, we use it only for data that is allowed to leave, with your sign-off.

Sensitive data stays onshore

Automations that handle client PII, ID, TFNs or financial data run on Australian-hosted solutions only. Rules and Microsoft-native tools first.

Fixed scope, fixed price

You know the cost before we start. Anything outside the standard stack is quoted upfront.

Security-first

Built and managed by a cyber security MSP, not a generic automation agency. Every engineer is based in Australia: no offshore developers or helpdesk.

The products

Five products. One standard stack.

Built for Microsoft 365 Business Premium with SharePoint. Industry-specific systems integrated on request.

01 SecurityAvailable now

Payment & Bank-Change Guard

Stop payment-redirection fraud.

Emails asking to change bank, refund or payment details are flagged, with a call-back assigned and logged so your team verifies before paying.

Setup from $1,950 · $95/mo
02 SecurityAvailable now

Client Data Exposure Sweep

Find the ID numbers you didn’t know you had.

We scan email and OneDrive for tax file numbers, licence, passport and Medicare numbers, report exposure by mailbox, and warn staff before the next one is sent.

Setup from $1,950 · $650 per quarterly re-sweep
03 ComplianceAvailable now

Data Breach & Complaints Register

Never miss a 30-day clock.

Log a suspected data breach or a complaint in a minute. Reminders run ahead of the 30-day assessment deadline, with a record of every decision.

Setup from $1,950 · $95/mo
04 ProductivityAvailable now

Client & Job Setup

Every client or job set up the same way.

One form creates the reference number, a SharePoint site or folder from your template, a Teams channel and the right permissions.

Setup from $2,950 · $95/mo
05 RecordsIn validation

Client Email Filing

Correspondence on the file, not in the inbox.

Emails with a client or job reference file themselves to the right place, with a weekly unfiled report; a prompt before send to follow.

Early access, about a 4-week lead time: book a practice review

Setup from $3,450 · $195/mo
Bundle Save 15%Available now

Business Protect

Products 01, 02 and 03 together.

Payment changes verified, exposed client data found, and every breach or complaint on the clock, in one engagement.

Setup $5,850 $4,950
Where each product is at

We only sell what we can deliver.

Of the 5 products here: 4 available now and 1 in validation. Last reviewed 29 October 2026.

Now Available now

Built on Microsoft 365 features and tools we already run. We can install it today at the published price.

Next In validation

Being piloted with a client before general release. Early access, quoted after a practice review.

Soon Coming soon

Being built. Register interest and we will tell you when it is ready; we take no payment until it is released.

See it work

What actually happens, step by step.

Two of the five products, as your team would see them. Everything runs inside your own Microsoft 365.

Available now

Payment & Bank-Change Guard

  1. 1Email arrives“We’ve changed banks, please pay the new account…”
  2. 2FlaggedA red warning banner appears in Outlook, and a copy goes to the guard register.
  3. 3Call-back assignedYour owner rings the contact on a number already on file, never a number in the email.
  4. 4Verified and loggedThe outcome is recorded before anyone changes a payment.
In validation

Client Email Filing

  1. 1Client email arrives or is sentFrom any fee-earner’s mailbox, including shared ones.
  2. 2MatchedBy the client address or reference.
  3. 3FiledTo the client folder, with a 7-year copy kept in Australia.
  4. 4Monday reportEach person sees anything still unfiled, and files it from Outlook.
Simple, fixed pricing

Pick what you need. See the price now.

Every product stands alone. Tick the ones that fit and the bundle discount applies itself.

All prices ex GST for businesses of up to 10 staff. Larger businesses, and industry systems outside Microsoft 365, are quoted upfront. Evisent managed clients receive 10% off setup, or the bundle price if that is lower (not both).

Custom builds · Any industry

Not on the list? We’ll build it.

The products cover the jobs most practices share. Your business has its own. Tell us the job that eats your team’s week and we’ll scope a custom automation inside your Microsoft 365, quoted at a fixed price before we start.

  • Any industry. If the work runs through email, files, spreadsheets or forms, it can usually be automated.
  • Review first, fixed quote second. Thirty minutes with an engineer, then a written scope and price. No payment until you approve it.
  • Built and managed by us. In your own tenant, secured by the team that already looks after your IT.
How it works

Four steps. No surprises.

01

Practice review

A 30-minute call to map your systems and pick the right product.

02

Fixed quote

Scope and price in writing before any work starts.

03

Install

Built in your own tenant and tested with your team.

04

Managed

We monitor it, keep it working through vendor changes and review it quarterly.

Straight answers

Questions practices ask first.

My industry is not listed. How do you decide what fits?

In the practice review we map where client data and money move through your business. These five products cover what almost every business needs; anything specific to your industry is quoted upfront.

What does the call-back check actually stop?

The common fraud: a spoofed or compromised email changing where money goes just before it moves. The email is flagged, a call-back to a number already on file is assigned and logged, and if you choose the email is held until that call is done. We cannot block a payment in your banking system, so the call-back has to be part of your process.

Does any client data leave Australia?

Not the data that needs to stay here. Client personal information, ID, tax file numbers and financial data stay in your Microsoft 365 tenant or our Australian Azure. If a project would genuinely benefit from a more capable model hosted overseas, we use it only for data that is allowed to leave, with your sign-off and within your compliance obligations.

Do we need to be an Evisent managed IT client?

No. Everything installs into your own Microsoft 365 tenant. Managed clients get 10% off setup, or the bundle price if that is lower.

↳ Next step

Book a 30-minute practice review.

Thirty minutes to map your systems and pick the right product. If nothing needs doing, we will tell you that.