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Hi {{First}}, Quick question about {{Clinic}}. When was the last time someone restored your practice-management database from backup to confirm it works? Not checked the backup ran, but actually restored it. Most clinics I talk to have never had it tested. They find out on a bad day that the Dentrix or ABELDent backup is incomplete, or that the radiographs were never included. I run Umbrella IT in Burnaby. I can do a short review of your database and image archive and tell you plainly what is covered. No contract to find out. Worth 20 minutes? Jake Umbrella IT Services techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{First}}, Following up on my note. One thing I see at a lot of dental clinics: the practice-management database is backed up, but the imaging archive is not. It is large, so it gets skipped. Your college counts radiographs as part of the record you have to keep, often 10 years or more from the last entry. If they only live on one server, a flood or ransomware could take them for good. Happy to check both for you. No charge for the review. Jake Umbrella IT Services

Hi {{First}}, Last note from me. The reason I focus on the database and image archive is timing. If that server gets encrypted, the schedule, charts, and billing all stop at once, and you cannot run a per-operatory day from paper. Under PIPEDA a ransomware event involving patient data will usually trigger reporting to the Privacy Commissioner and patient notification. That is a lot easier to handle when you can prove your data was protected and your backup restores. I am not a lawyer, so I will not tell you where you stand legally. I can tell you whether your backup would actually come back. Want me to take a look? Jake Umbrella IT Services 778-949-4050 [[verify]]

Hi {{First}}, I will stop here so I am not cluttering your inbox. If a tested, offsite backup for {{Clinic}} ever moves up your list, send me one line and I will set up a short review. Thanks for reading. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{First}}, I work with Canadian dental clinics on backups for Dentrix, ABELDent and imaging archives, mostly making sure they actually restore. Would like to connect.

Thanks for connecting, {{First}}. Quick one: has anyone ever test-restored your practice-management database, not just confirmed the backup ran? It is the gap I see most often at clinics.

No pitch here. If it helps, I have a one-page checklist of five backup questions to ask your IT person. Happy to send it over, no strings.

Hi, is this {{First}}? It's Jake from Umbrella IT in Burnaby. I work with dental clinics on their backups, so I will keep this short. Quick question: when your practice-management database last got backed up, did anyone actually restore it to check it works? (pause) That is the gap I find most. A lot of clinics also leave the radiograph archive out of the backup without knowing. I can do a 20-minute review of both and tell you plainly what is covered, no contract. Would later this week work, or is there a better time to reach you?

Hi {{First}}, Quick question for {{Firm}}: is MFA enforced on every Microsoft 365 account, or is it on for some and off for others? I ask because most small accounting firms I talk to are still on M365 defaults, which usually means no enforced MFA, conditional access off, and legacy auth still on. That is fine in July. In February, when SINs and T-slips are moving as email attachments, it is the setup business email compromise looks for. We harden Microsoft 365 for Canadian firms before tax season. Worth a 20-minute look at your tenant? Jake Umbrella IT Services, Burnaby BC techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{First}}, Following up on my last note. The part that worries me for accounting firms is how little it takes. One phished partner mailbox lets an attacker watch refund and invoice threads, then redirect a client payment or pull financials. Microsoft says MFA can block over 99.2% of account-compromise attacks [[verify]]. Most of the fix is unglamorous: enforced MFA, conditional access, encrypted email, a real client portal instead of plain attachments. I can show you which gaps are open on your tenant in about 20 minutes. Want me to send a time? Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{First}}, One more, then I will leave it. A lot of firms worry it is illegal to keep client data on US-hosted clouds. It is not. PIPEDA allows transfers to processors outside Canada as long as you have a processor agreement and comparable safeguards. The separate rule is CRA's: your official books and records have to be kept in Canada unless CRA gives written permission. We sort both. Microsoft runs Canadian datacentres in Toronto and Quebec City, so for data that needs to stay in Canada we can configure that and migrate with a no-downtime guarantee. Happy to walk through it. 20 minutes whenever suits. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{First}}, I will assume the timing is off and stop emailing. If Microsoft 365 security moves up the list before tax season, my door is open. If it is easier to just read something, I can send our tax-season M365 checklist. It is the same list we check first when a firm calls us in January. Jake Umbrella IT Services techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{First}}, I work with Canadian accounting firms on Microsoft 365 security before tax season (MFA, encrypted email, secure client portals). Not selling here, just like connecting with people who run firms in this space.

Thanks for connecting, {{First}}. Quick one: is MFA enforced across your whole M365 tenant, or on for some accounts and off for others? That is usually the first gap I find with firms your size.

No pressure either way. If it is useful, I can send our tax-season M365 checklist. It is the list of gaps we check first when a firm calls us in January, and it is free to read.

Hi, is this {{First}}? It's Jake from Umbrella IT in Burnaby. I'll be quick. We work with Canadian accounting firms on locking down Microsoft 365 before tax season. The reason I'm calling: most small firms are still on M365 defaults, so MFA isn't enforced and client SINs and T-slips end up moving as plain email attachments in the busy months. I'm not trying to sell you anything on this call. I just do a 20-minute review of your tenant and tell you which gaps are open and which ones actually matter. Would it make sense to put 20 minutes on the calendar before January? ... Great, what's a good email to send the invite to?

Hi {{First}}, Quick one for {{Firm}}. Most CIRO-regulated firms archive email well. The gap tends to be everything else: advisor texts, WhatsApp threads, the odd LinkedIn DM. CIRO recordkeeping is content-based, so those carry the same 7-year retention and supervision rules as email. [[verify]] We run a short comms gap review for advisory firms in BC. About an hour, and you leave with a plain list of where capture falls short and what it takes to close it. Worth a look? Happy to send the one-page checklist either way. Jake Umbrella IT Services, Burnaby BC techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{First}}, Following up. The reason this is on my mind: since 2021 the SEC has charged 100+ firms and collected over $3 billion, almost all for off-channel and WhatsApp recordkeeping, not for any underlying misconduct. Canadian regulators have started folding the same issue into broader enforcement. The fix is not complicated, but it does take setting up capture across the channels your people use. That is what our gap review maps. Want me to send the checklist? Jake Umbrella IT Services

Hi {{First}}, Different angle. Your client files hold KYC ID, SIN, net worth, and account balances, which makes a small firm a high-value target. If a breach poses a real risk of significant harm, PIPEDA requires you to report it to the Privacy Commissioner and keep records of all breaches for 24 months. Two things help: keeping that data on Canadian Microsoft datacentres where it fits, and a written security plan you can show a supervisor. We do both. Open to a short call? Jake Umbrella IT Services, Burnaby BC

Hi {{First}}, I will stop here so I am not cluttering your inbox. If capturing off-channel comms or moving client data to Canadian residency is ever on your list, we are month-to-month with no onboarding fee, so it is easy to try. I will leave the gap-review offer open. Just reply and we will book an hour. Jake techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{First}}, I work with CIRO-regulated firms in BC on capturing off-channel comms (text, WhatsApp) for the 7-year window, plus keeping client data on Canadian datacentres. Would like to connect and share a short gap checklist if useful.

Thanks for connecting, {{First}}. Most firms we talk to archive email fine but capture none of the advisor texting or WhatsApp. Happy to send our one-page gap checklist, no pitch. Want it?

No rush on this. If you ever want a second set of eyes on what your firm captures across channels, we run a short gap review for advisory firms. I will leave it with you.

Hi, is this {{First}}? It's Jake from Umbrella IT in Burnaby. Quick reason for the call, no sales pitch. We work with CIRO-regulated advisory firms, and the thing that keeps coming up is off-channel comms: advisors and clients drift to texting and WhatsApp, and those carry the same 7-year retention rules as email, but most archives never catch them. We run a short gap review that maps which channels you capture. Would it be worth booking an hour to walk through it? ... No problem. Can I send you our one-page checklist by email so you have it on hand?

Hi [First name], Quick question. If your DMS went down tomorrow, do you know how long the store could keep billing before service, parts, and F&I all stall? That is the scenario CDK dealers lived through in June 2024. About 15,000 stores were offline for roughly two weeks. Most found out the hard way that their backups were sitting on the same network as the DMS. I run Umbrella IT in Burnaby. We work with dealership environments (CDK, Reynolds, PBS, Serti, Quorum, Dealertrack) to keep the DMS up and the F&I data locked down by department. Worth 20 minutes to map where you stand? No pitch deck. Jake Umbrella IT Services 778-949-4050 [[verify]] techtips@umbrellaitservices.ca

Hi [First name], Following up with the part that tends to surprise people. Credit applications, driver's licences, and SINs sit in your F&I tools. In a flat network with shared logins, those files can often be reached from a showroom or service terminal. That is also the data ransomware crews go after first. We separate access by department so a service login can't touch an F&I file. It is usually a quick fix once we can see the setup. Can I send over our 7-point dealership checklist? It is free and there is no call attached. Jake Umbrella IT Services

Hi [First name], One more that fits dealerships specifically. Under PIPEDA, a business has to keep a record of all security-safeguard breaches for at least 24 months, whether or not they are serious enough to report. Most stores have no process for that. OMVIC also asks Ontario dealers to keep transaction records six years, and the cloud is fine for that as long as it is set up right. We are an IT company, not lawyers, but we build the setup that makes this straightforward. Happy to walk through it. Free 20-minute call? Jake Umbrella IT Services 778-949-4050 [[verify]]

Hi [First name], I'll stop here so I am not crowding your inbox. If DMS uptime and the financing data inside it ever move up your list, we are easy to reach. Month-to-month, no onboarding fee, and you talk to senior techs, not a queue. The checklist offer stands either way. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi [First name], I run Umbrella IT in Burnaby and work with dealership DMS environments (CDK, Reynolds, PBS, Quorum). After the 2024 CDK outage I have been talking with dealer principals about keeping the DMS up and F&I data locked down. Would like to connect.

Thanks for connecting, [First name]. No pitch. If it is useful, I have a 7-point checklist on what to confirm before a DMS outage: where backups live, who can reach F&I data, and what PIPEDA asks you to keep. Want me to send it over?

One thing worth a quick check: are your DMS backups on the same network as the DMS itself? If so, ransomware takes both at once. Isolated backups that you test for restore are what gets the store running again quickly. Happy to look at your setup if helpful.

Hi, is this [First name]? This is Jake from Umbrella IT in Burnaby, I'll keep it short. We work with dealership DMS setups, and I'm calling stores about one thing: if your DMS went down, whether the backups would actually get you running again. A lot of dealers found out in 2024 theirs were on the same network as the DMS, so ransomware took both. I'm not selling anything on this call. I just offer a 20-minute review where we map how the store depends on the DMS and where the F&I data sits. If it's clean, you get a clean bill of health. Would a short call sometime next week be worth it?

Hi {{FirstName}}, Quick question for a principal broker: has anyone actually restored your BMS backup, or do you assume it works? I ask because most brokerages we meet have backups running but have never tested a real restore. The first test ends up being a live outage, which is the worst time to find out it failed. We're an IT company in Burnaby that focuses on the systems brokerages run on: Applied Epic, Power Broker, SIG, and TBW. We harden them, monitor for ransomware, and restore-test the backups so you know they come back. Worth a 20-minute call? No pitch deck, no contract to sign. Jake Umbrella IT Services 778-949-4050 [[verify]] techtips@umbrellaitservices.ca

Hi {{FirstName}}, Following up. One thing that surprises brokers: if your BMS data is exposed, the principal broker is the one who reports to the Privacy Commissioner and notifies clients. Your client files hold SINs, banking details, and drivers' licences. That's the sensitive information that triggers PIPEDA breach reporting. PIPEDA also wants you to keep records of all safeguard breaches for at least 24 months, reportable or not. We're not lawyers, and this isn't legal advice. We're the IT side: named-account access so you can show who opened which record, tested backups, and monitoring. Can I send you our free broker IT checklist? No call required. Jake

Hi {{FirstName}}, Last note from me. A myth I hear a lot: that storing client data on a US-hosted cloud BMS is illegal under Canadian privacy law. It isn't. PIPEDA has no data-residency rule. The OPC treats it as a transfer for processing, so you stay accountable and need strong contracts, encryption, and tested backups. If you're in Quebec, Law 25 adds a privacy-assessment step for transfers out of the province. If you'd rather keep email and data in Canada anyway, Microsoft runs datacentres in Toronto and Quebec City, and we can set that up. Happy to talk whenever it's useful. Jake Umbrella IT Services

Hi {{FirstName}}, I run an IT company in Burnaby that works with Canadian P&C and life brokerages on the systems they run on, like Applied Epic and Power Broker. Backups, security, and carrier connectivity. Would like to connect.

Thanks for connecting. Quick one: has anyone restored your BMS backup recently, or is it assumed to work? Most shops we meet have never tested it. Happy to share a free checklist if that's useful, no call needed.

No worries if the timing's off. If a BMS outage or a privacy question ever comes up, I'm around. We run restore tests and harden the local IT around Applied Epic, Power Broker, SIG, and TBW.

Hi, is this {{FirstName}}? It's Jake from Umbrella IT Services in Burnaby. I'll keep this to 30 seconds. We work with Canadian brokerages on the systems they run on, your BMS, backups, and carrier connectivity. The reason I called: most brokerages have a backup running but have never tested a real restore, so they find out it failed during an actual outage. Is testing your BMS restore something you've looked at? ... I'm not selling anything today. If it's useful, I'd set up 20 minutes to look at your setup, or just send a free checklist. Which is easier for you?

Hi {{First}}, Quick question for {{Pharmacy}}. When your dispensing system goes down, the whole counter stops filling and billing. Most IT shops have never touched Kroll, Nexxsys, or PharmaNet, so the owner ends up reading the College rules alone. We are an IT company in Burnaby that works with community pharmacies. We keep the dispensing system up and set up PharmaNet and DIS access the way the rules expect, including backups that keep your controlled-substance records retrievable for an inspection. Worth a 20-minute call to see where you stand? No pitch, you keep the notes either way. Jake Umbrella IT Services techtips@umbrellaitservices.ca 778-949-4050 [[verify]]

Hi {{First}}, Following up. The part owners tell me keeps them up: as a health information custodian, you are personally on the hook if patient data leaks. In Ontario that means notifying affected people, reporting defined breaches to the IPC, and an annual report. Your College, not your IT vendor, is who you answer to. We build IT around that. Happy to walk through your setup and how it would hold up. 20 minutes. Jake Umbrella IT Services

Hi {{First}}, One thing I clear up a lot: in most cases it is not illegal to store Canadian patient data outside Canada. Federal PIPEDA and Ontario PHIPA have no blanket localization rule. You can use cloud or cross-border hosting with the right contracts and safeguards. The real hard rules are narrower: in BC, PharmaNet data has to stay in the province and access has to happen while you are physically in BC. And controlled-substance records stay on-premises regardless. If you want, I will send the one-page checklist that lays this out. Just say the word. Jake Umbrella IT Services

Hi {{First}}, I will leave it here. If keeping Kroll up, getting PharmaNet access right, or being inspection-ready is on your list this year, we do exactly that for pharmacies. Month-to-month, no onboarding fee. Reply anytime and I will set up 20 minutes. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{First}}, I work with Canadian community pharmacies on the IT side: Kroll and Nexxsys uptime, PharmaNet access, and being inspection-ready on records. Would like to connect and share a checklist if it is useful.

Thanks for connecting, {{First}}. If it helps, I have a short pharmacy IT and compliance checklist covering dispensing uptime, PharmaNet access, and narcotics record retrieval. Want me to send it over?

No worries if now is not the time. One thing worth a look: whether your backups would let you retrieve controlled-substance records for an inspection. Happy to walk through it whenever.

Hi, is this {{First}}? This is Jake from Umbrella IT in Burnaby. Quick one, I promise. We do IT for community pharmacies, so Kroll and Nexxsys staying up, PharmaNet access set up right, and backups that keep your narcotics records retrievable for an inspection. Most IT shops have never seen that software. I am not selling anything today. I just wanted to ask: if your dispensing system went down right now, do you know how fast it comes back? (pause) That is the gap we usually find. Could I grab 20 minutes this week to look at your setup with you? You keep the notes either way.

Hi {{firstName}}, Quick one. Construction was the most-attacked industry for ransomware in 2024 [[verify]]. The reason is simple: when a crew can't get to the drawings, every idle day costs you, so attackers bet you'll pay fast. Most contractors I talk to have Microsoft 365 set up but never hardened, and backups they've never tested. Both are fixable before anything goes wrong. Worth a 20-minute call to see where {{company}} stands? No pitch, I'll just tell you the two or three things I'd fix first. Jake Umbrella IT Services, Burnaby BC techtips@umbrellaitservices.ca / 778-949-4050 [[verify]]

Hi {{firstName}}, Following up. One thing I see a lot: firms assume OneDrive or SharePoint sync counts as a backup. It doesn't. Ransomware encrypts the synced copy too, so the recovery time is unknown until it happens. We set up separate, versioned backups and prove the restore by running it. Then you know your real recovery time instead of guessing. Happy to take a look at {{company}}'s setup. 20 minutes, no obligation. Jake Umbrella IT Services

Hi {{firstName}}, Last practical one from me. On most jobs there are dozens of subs and vendors with file access, plus the odd ex-employee nobody removed. Each one is a way in. Part of what we do is clean that up and give you a clear record of who can see what, with MFA on every account. It's not a big project, but it closes a real gap. If it's worth a look, reply and I'll send a couple of times. Jake Umbrella IT Services, Burnaby BC

Hi {{firstName}}, No worries if a call isn't the right time. Here's the short version instead: a one-page checklist of 12 things to check on your Microsoft 365 and backups before your next big bid. Want me to send it over? No strings. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{firstName}}, I work with Canadian construction firms on Microsoft 365 and backups. Construction got hit hardest by ransomware in 2024 [[verify]], mostly because idle crews cost so much. Happy to connect and share what I see working.

Thanks for connecting. Not selling anything here. If it helps, I've got a one-page checklist of 12 things to check on your Microsoft 365 and backups. Want me to send it?

One thing worth knowing: OneDrive sync isn't a backup, since ransomware encrypts the synced copy too. If you've never tested a full restore, that's the gap I'd close first. Happy to walk through it on a quick call.

Hi, is this {{firstName}}? It's Jake from Umbrella IT in Burnaby. Quick reason for the call: construction was the most-attacked industry for ransomware last year [[verify]], mostly because idle crews cost so much that firms pay fast. I help contractors lock down Microsoft 365 and test their backups before that happens. I'm not asking you to buy anything today. Could I book 20 minutes to look at your setup and tell you the two or three things I'd fix first? If it's not useful, you've lost 20 minutes. What does your week look like?

Hi {{First}}, Jake here from Umbrella IT in Burnaby. We set up plumbing and HVAC shops on a real business email and one field-service app so quoting and invoicing happen from the truck. The reason I am writing: when a shop runs on a personal Gmail, the customer history and email sit on one person's account. If they leave or lose the phone, it goes with them. We fix that without you having to stop work. Worth a 15-minute call to see if it is even an issue for you? No pitch, no contract. Jake Umbrella IT Services techtips@umbrellaitservices.ca 778-949-4050 [[verify]]

Hi {{First}}, Following up. The thing most shops tell me hurts is paper job tickets: one gets lost in the truck, another gets billed weeks late, and cash you already earned sits unpaid. We move that onto an app (Jobber or Housecall Pro, depending on your size) so the crew quotes and invoices on site and takes card or e-Transfer at the door. We do the setup for you. Want me to show you what it would look like for a shop your size? Jake 778-949-4050 [[verify]]

Hi {{First}}, One more note, then I will leave it. A lot of owners worry about putting data in the cloud. The bigger risk is the opposite: a single phone or laptop holding the whole customer list with no backup. 42% of Canadian organizations reported a data breach last year [[verify]]. A lost phone or ransomware can wipe a shop. We back the shop up and run the move with no downtime. Quick call? Jake Umbrella IT, Burnaby techtips@umbrellaitservices.ca

Hi {{First}}, No problem if a call is not the right move right now. I put together a one-page checklist for getting a plumbing or HVAC shop off Gmail and paper, in the right order. Want me to send it? No strings. Jake 778-949-4050 [[verify]]

Hi {{First}}, Jake from Umbrella IT in Burnaby. We set up plumbing and HVAC shops on a business email plus one field-service app so quoting and invoicing run from the truck. Happy to connect, no pitch.

Thanks for connecting. Quick question: is the shop running on a personal Gmail or a real business email right now? That is usually the first thing worth fixing, and the move is easier than people expect.

No worries if now is not the time. I have a one-page checklist for getting a shop off Gmail and paper without breaking what works. Want me to send it over?

Hi, is this {{First}}? It's Jake from Umbrella IT in Burnaby, I will keep this to 30 seconds. We set up plumbing and HVAC shops on a business email and one field-service app so quoting and invoicing happen from the truck instead of paper tickets. Quick question: right now, are you quoting and invoicing on paper or in an app? (Listen.) Got it. The usual fix is a real business email plus something like Jobber, and we do the setup so you keep working through it. Month-to-month, no onboarding fee. Worth 15 minutes later this week to see if it fits? (If no:) Fair enough, can I send you a one-page checklist instead? What's the best email?

Hi [First name], I'm Jake at Umbrella IT Services in Burnaby. I work with BC nonprofits on Google Workspace, which Google gives eligible nonprofits for free. Most of the orgs I talk to are using some of it, but not the parts that save the most money or time. A few examples: - The Google Ad Grant. Eligible nonprofits can get up to $10,000 USD a month in free Search ads. [[verify]] Most never claim it. - Setup with a real org structure, so a new board member automatically gets the right files, calendars, and access on day one. - Reporting and an Admin console that's actually organized, so you can see what's going on. I'm not pitching anything here. I gave a talk on this for nonprofits and I'd be glad to point you to it if it's useful. Would that help? Jake Umbrella IT Services techtips@umbrellaitservices.ca 778-949-4050 [[verify]]

Hi [First name], Here's the talk I mentioned. It's the one I gave for nonprofits on getting Google Workspace set up right: [video link]. A few things in it you can act on without me: - How to check if you're eligible for Google for Nonprofits. - How the Ad Grant works and what trips up the application. - How to organize people into groups so permissions stay simple as folks come and go. One honest point I make in the talk: Google doesn't offer Canadian data residency. If you hold sensitive personal or health records, that's worth checking, because storing it on US servers may create exposure under BC PIPA and PIPEDA. I'll tell you what should stay off Google and what's fine to put there. Plenty of orgs run Google and Microsoft 365 together, and I'll set it up that way if it makes sense for you. Watch when you have time. Happy to answer questions either way. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi [First name], Following up in case the talk was useful. The next step, if you want one, is a free call where I check three things: whether you're eligible for Google for Nonprofits, whether you can claim the Ad Grant, and how your current setup is organized. No cost and no commitment. Google gives you the licences for free. I only charge for the setup, configuration, and training, and I'll be clear about that before we start. A couple of things that tend to matter to nonprofits I work with: our agreements are month-to-month, there's no onboarding fee, and you won't get a junior tech on your account. Our average response time is 11 minutes. Want me to find a time? Jake Umbrella IT Services 778-949-4050 [[verify]]

Hi [First name], One more thing that might help you make the case internally. A Forrester study cited by Google found roughly a 331% ROI over three years from Google Workspace, with about 36% lower operating cost. [[verify]] I'd attribute it that way rather than promise it, but it gives you a sense of the scale. For a nonprofit the bigger wins are usually simpler: the free licences, the Ad Grant, and less admin time when people change roles. If a 20-minute call would help, reply and I'll send a couple of times. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi [First name], I'll stop here so I'm not cluttering your inbox. If Google for Nonprofits, the Ad Grant, or a setup review ever comes up, the talk is here for whenever it's handy: [video link]. And you can reach me directly anytime. Thanks for reading, and good luck with the work. Jake Umbrella IT Services techtips@umbrellaitservices.ca 778-949-4050 [[verify]]

Hi [First name], I'm Jake at Umbrella IT in Burnaby. I help BC nonprofits get Google Workspace set up right, including the free licences and the Ad Grant most orgs never claim. Gave a talk on it recently. Would be glad to connect.

Thanks for connecting, [First name]. If it's useful, here's the talk I gave for nonprofits on setting up Google Workspace and claiming the Ad Grant: [video link]. No ask, just thought it might help.

One thing worth a quick check at [Org]: are you claiming the Google Ad Grant? Eligible nonprofits can get up to $10,000 USD a month in free Search ads. [[verify]] Happy to walk you through how it works if you want.

Hi, is this [First name]? This is Jake from Umbrella IT Services in Burnaby. Do you have a minute?\n\nI work with BC nonprofits on Google Workspace, the tools Google gives eligible nonprofits for free. I'm calling because most orgs I talk to are using part of it but missing the parts that save real money, like the Ad Grant, which can be up to $10,000 USD a month in free Search ads. [[verify]]\n\nI gave a talk on this and I'm not trying to sell you anything on this call. I'd just like to send you the video and, if it's useful, set up a free call to check whether you're eligible and how your setup is organized.\n\nOne thing I'm always upfront about: Google doesn't store data in Canada, so if you hold sensitive personal or health records, that's worth a look. I'll tell you honestly what should stay off Google.\n\nWould it be alright if I sent you the talk by email? What's the best address?\n\nGreat, thanks [First name]. You can reach me anytime at 778-949-4050. [[verify]] Talk soon.

Hi {{FirstName}}, Quick question for a broker of record: if FINTRAC asked your office for a complete file on a deal from two years ago, how long would it take to assemble? The reason I ask is that most brokerages I see run on personal phones and laptops. Photos of driver's licenses and signed contracts end up in agent email and texts, with no encryption or way to wipe a lost device. The brokerage is the one accountable for those records. We set up IT around that problem: secure the devices, pull the records into one place you can produce from, and add email security to catch spoofed wire requests. Worth a 20-minute call to walk through where your gaps sit? You keep our one-page checklist either way. Jake Umbrella IT Services, Burnaby BC techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{FirstName}}, Following up. Since October 1, 2025, licensees also have to verify the identity of unrepresented parties and keep an information record on them. That means agents are collecting more sensitive ID, often on the same personal devices. FINTRAC wants those records kept 5 years and producible within 30 days. The hard part is rarely the rule, it's that the data is scattered. We fix the scatter. Happy to show you how on a short call. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{FirstName}}, One thing that trips up a lot of brokers: the idea that storing deal files on US-based cloud tools is illegal under Canadian privacy law. It isn't. PIPEDA treats it as a transfer for processing, which needs comparable safeguards and that you tell clients their data may be processed outside Canada. FINTRAC is location-agnostic too. (Quebec's Law 25 is stricter, so verify there.) We're an IT company, not lawyers, so this is general info. The real gap is usually unmanaged devices and ID sitting in agent inboxes. If you'd rather have your data in Canada anyway, Microsoft runs datacentres in Toronto and Quebec City and we can set that up. Want the checklist that maps controls to FINTRAC and PIPEDA? I'll send it over. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi {{FirstName}}, I'll stop here so I'm not cluttering your inbox. If securing agent devices and deal files moves up the list, we work month-to-month with no onboarding fee, and someone senior runs your account. Reply anytime and I'll send the broker checklist. Jake Umbrella IT Services techtips@umbrellaitservices.ca | 778-949-4050 [[verify]]

Hi {{FirstName}}, I work with Canadian brokerages on the IT side of FINTRAC and PIPEDA: securing agent devices and keeping deal records producible. Not pitching. Connecting with brokers of record. Jake, Umbrella IT.

Thanks for connecting. Quick one: if FINTRAC asked for a full file from two years back, how long would it take your office to pull it together? That's usually where the device and record gaps show up. Happy to send a one-page checklist if it's useful, no call needed.

No worries if it's not a priority. The Oct 1, 2025 change added ID checks for unrepresented parties, so agents are collecting more sensitive data on personal phones. If that's on your radar, I'm glad to share what we do for brokerages.

Hi, is this {{FirstName}}? It's Jake from Umbrella IT in Burnaby. Quick call, 30 seconds, then you can tell me to go away. We work with residential brokerages on the IT side of FINTRAC compliance. The thing we see most is agents collecting client ID on personal phones with no encryption or way to wipe a lost device, and the brokerage is the one accountable for those records. I'm not selling anything on this call. I just wanted to see if assembling a complete file for an audit, or wire fraud on a closing, is something you've thought about. (If yes) Great. Could we grab 20 minutes so I can walk through where your gaps sit? You keep our one-page checklist either way. (If no / busy) Totally fair. Can I email you a one-page checklist for brokers of record? If it's useful we can talk later.

Hi [Name], Quick question, not a pitch. When did someone last restore-test the backup for your practice-management system, not just confirm it ran? Most clinics I talk to back up nightly and assume it works. The trouble shows up when a disk fails or ransomware hits and the restore doesn't come back. Your college standard asks for records that are encrypted, backed up off-site and recoverable with a printable audit trail, so a backup that can't restore is a gap on paper too. I run a Burnaby IT company and we work with companion-animal clinics on exactly this. Worth a 20-minute call to see where you stand? Jake Umbrella IT Services 778-949-4050 [[verify]] techtips@umbrellaitservices.ca

Hi [Name], One thing that catches BC clinics: the CVBC medical-records standard says any off-site server or cloud database should be based in Canada. A lot of cloud setups quietly store data in the US. It is not a federal ban. PIPEDA allows cross-border storage as long as the clinic stays accountable. But the college standard is the one that bites in BC. Microsoft runs Canadian datacentres in Toronto and Quebec City, so for Microsoft 365 this is straightforward to set up the right way. Happy to check how your records sit. 20 minutes, no pitch. Jake Umbrella IT Services

Hi [Name], Following up with one more. Radiographs, ultrasound, and your controlled-drug, anesthesia and surgery logs are part of the legal record. They are storage-heavy and easy to leave out of an off-site backup. When we review a clinic, that is one of the first gaps we find. The imaging is sitting on a local drive that never leaves the building. If any of this is worth a closer look, I can run a short review this week or next. Jake Umbrella IT Services 778-949-4050 [[verify]]

Hi [Name], I'll stop here so I'm not crowding your inbox. If backups, data residency or a system migration are on your list for this year, I'm easy to reach. We're month-to-month with no onboarding fee, so a first conversation costs you nothing and there's no contract to sign to find out where you stand. Thanks for reading. Jake Umbrella IT Services techtips@umbrellaitservices.ca

Hi [Name], I run a Burnaby IT company that works with Canadian vet clinics on backups, data residency and PIMS uptime. Not selling anything here, just connecting with practice owners in the space. Glad to share what I see clinics miss on the college record standards.

Thanks for connecting, [Name]. One thing I see a lot: backups that run nightly but were never restore-tested. If you ever want a second set of eyes on how your records are backed up, I'm happy to take a look. No pitch.

If it's useful, I put together a one-page check built around the CVBC and CVO record standards, whether your backups would survive an audit or a ransomware hit. Want me to send it over?

Hi, is this [Name]? It's Jake from Umbrella IT in Burnaby. I'll keep this to a minute. We work with companion-animal clinics on keeping the practice-management system up and the backups actually recoverable. Quick question: when did someone last restore-test your backup, not just check that it ran? [pause] The reason I ask is your college standard wants records backed up off-site and recoverable, and most clinics find out the backup never restored at the worst possible time. I'm not selling anything on this call. I just do a 20-minute review where I look at how you're backed up and where you sit against the standard, and you get a straight answer either way. Would early next week work, or is later better for you?

Hi {{FirstName}}, Quick question about how the firm runs its email and documents. A lot of BC firms we talk to are on regular Gmail or a Google setup that was never configured for client matters. It works fine day to day, so nobody looks closer. The part worth checking: where that client data physically sits, who can reach it, and whether anyone could pull a copy without a record of it. Under BC PIPA and PIPEDA those are fair questions for a firm holding client files. I am Kelly with Umbrella IT in Burnaby. We move firms onto a properly set up Microsoft 365 with Canadian data residency and real access controls, then run it month to month. Worth a short look at your current setup? Kelly Umbrella IT

Hi {{FirstName}}, Following up with something useful either way. If you want to sanity check your own setup, two things tell you most of it: 1. Is multi-factor login required on every account, or just suggested? If a staff password leaks, multi-factor login is what stops someone from logging in as them. 2. Do you know which country your email and documents are stored in? Consumer Google accounts can sit on US servers [[verify]], which may put client data outside your control. Neither means you are doing anything wrong. They are the gaps that create exposure for a firm holding confidential matters. Happy to walk through what we would change. No charge for the look. Kelly Umbrella IT

Hi {{FirstName}}, In case the practical side is the holdup, here is what a move actually looks like with us. It is 4 to 6 hours of labour for most firms, scheduled around you. We set it up, demo it, take your changes, then do the migration and cutover. Someone from our team is on site the day you switch. Email and files keep working the whole time, that is the no-downtime guarantee. You end up on Microsoft 365 with Canadian data residency, enforced login security, encryption, and an audit trail of who touched what. The kind of setup you can actually answer for if a client asks. Want me to put together a quote for your firm? Kelly Umbrella IT

Hi {{FirstName}}, One more note, then I will leave it with you. We work month to month. No long-term contract and no onboarding fee. If we do a poor job you leave, so the pressure is on us to keep your setup tight every month, not just at signup. Over 14 years that has kept about 95 percent of our clients with us. [[verify]] A senior tech runs your account, not a junior. We also write the policies most firms never get around to: password rules, what happens when someone leaves, how data gets backed up. If reviewing where your client data lives is worth 20 minutes this quarter, I am glad to set it up. Kelly Umbrella IT

Hi {{FirstName}}, I work with BC law firms on the IT side. A lot are running everyday Gmail for client matters without realizing where that data sits or who can reach it. Happy to share what we check for under PIPA and PIPEDA. Kelly, Umbrella IT (Burnaby).

Thanks for connecting, {{FirstName}}. No pitch here. If it is useful, the two things I would check on any firm's email are whether multi-factor login is required on every account and which country your files are actually stored in. Those are usually where the exposure is. Happy to walk through it if you ever want a second set of eyes.

Following up once. We move firms onto a properly configured Microsoft 365 with Canadian data residency and real access controls, usually 4 to 6 hours and no downtime, then run it month to month. If reviewing where your client data lives is on your list this quarter, I can set up a short call. If not, no problem.

Hi, is this {{FirstName}}? This is {{RepName}} calling from Umbrella IT here in Burnaby. Did I catch you at an okay time, or should I keep it to 30 seconds?\n\nGreat. The reason I am calling: we work with law firms in BC on their email and document setup, and we keep running into the same thing. A lot of firms are on regular Gmail or a Google account that was set up years ago and never configured for client matters. It runs fine, so nobody looks at it.\n\nThe question we ask is simple: do you know which country your client files are actually stored in, and is multi-factor login required on every account? Those two things are usually where a firm has exposure under PIPA and PIPEDA.\n\n(If they engage:) That is what I figured. What we do is move firms onto a properly set up Microsoft 365, stored in Canada, with the login security and audit trail in place, then run it for them month to month. The move is about 4 to 6 hours of work, no downtime, and we are on site the day you switch.\n\nWould it make sense to book 20 minutes so Kelly can look at your current setup and tell you whether there is anything worth fixing? No charge for that.\n\n(If not a good time:) No problem at all. Can I send a short email so you have it when it is relevant? What is the best address?\n\nThanks {{FirstName}}, appreciate the minute.