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Free IT & Compliance Resources
Practical checklists and fill-in templates from the Datastrive team — every PDF is free; we just ask for your first name and email.
Each one is two pages, written in plain English for the businesses we actually work with. Print it, walk your office with it, and if you'd rather have the findings than the homework, every page ends with a free assessment offer.
HIPAA Compliance Checklist
Every administrative, technical, and physical safeguard for a small practice, in plain English.
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Office Move Checklist
The 12-week relocation timeline, including the IT steps most checklists skip.
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Office 365 Security Checklist
The 25 tenant settings that decide whether your business gets phished.
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CMMC Compliance Checklist
Level 1 vs 2 scoping, SPRS, the SSP, and the controls assessors fail people on.
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Small Business Cyber Security Checklist
The 24 defenses that stop real attacks, ranked by impact.
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Choosing an MSP: Due-Diligence Checklist
The questions to ask (and documents to demand) before you sign with an IT provider.
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WISP Template for Tax Professionals
What the FTC Safeguards Rule expects from tax pros, plus a fill-in skeleton.
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IT Disaster Recovery Plan Template
A plan small enough to exist: one fill-in page plus before/during/after run-books.
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Incident Response Plan Template
Roles, severity levels, the first hour, and ransomware & phished-mailbox playbooks.
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Dental Office Compliance Checklist
OSHA, infection control, HIPAA, and the licenses-and-logs calendar for practice managers.
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Want the findings, not just the homework?
Every checklist here maps to a free assessment we run for Chicago-area businesses — we walk the list against your environment and hand you the findings in plain English, whether or not we work together.
Prefer to talk? Call 1-773-863-3868.
All resources are educational material from Datastrive and are not legal advice — regulatory obligations vary by industry and state.