Professional Services Compliance in Massachusetts

Client data protection and compliance requirements for law firms, accounting firms, consulting companies, and other professional service providers.

2
Mandatory Frameworks
4
Recommended Frameworks
4
Related Frameworks

Massachusetts Context

Massachusetts has a thriving professional services sector including major law firms, accounting firms (Big Four presence), management consulting, and specialized service providers. These firms handle sensitive client data including financial records, legal documents, personal information, and confidential business information. Professional service firms must implement robust data security programs to protect client confidentiality and comply with Massachusetts regulations.

Massachusetts-Specific Requirements for Professional Services

All companies in Massachusetts, including those in the professional services sector, must comply with Massachusetts data security and privacy regulations:

Pro Tip: Start with 201 CMR 17.00 - Massachusetts' foundational data security regulation that applies to all businesses handling personal information of Massachusetts residents.

Recommended Best Practices

While not legally mandatory, these frameworks represent industry best practices for professional services companies. Implementing these can improve security posture, build customer trust, and provide competitive advantages.

MDPA

RECOMMENDED

An Act establishing the Massachusetts data privacy act

Pending Massachusetts comprehensive privacy law establishing consumer rights to know, access, correct, delete, and opt-out of data sales. Includes complete ban on sale of sensitive data and minors data.

Also applies to: All Industries Technology and Software Healthcare Financial Services

NIST CSF 2.0

RECOMMENDED

National Institute of Standards and Technology Cybersecurity Framework Version 2.0

Voluntary framework providing guidance for organizations to manage and reduce cybersecurity risk through a common language and systematic approach.

Also applies to: All Industries Critical Infrastructure Healthcare Financial Services

ISO 27001

RECOMMENDED

Information security, cybersecurity and privacy protection — Information security management systems — Requirements

International standard specifying requirements for establishing, implementing, maintaining and continually improving an Information Security Management System (ISMS), with risk-based approach to protecting information assets.

Also applies to: All Industries Technology/SaaS Healthcare Financial Services

SOC 2

RECOMMENDED

Service Organization Control 2: Trust Services Criteria for Security, Availability, Processing Integrity, Confidentiality, and Privacy

Voluntary examination framework reporting on controls at service organizations relevant to security, availability, processing integrity, confidentiality, or privacy, conducted by licensed CPAs following AICPA attestation standards.

Also applies to: SaaS Providers Cloud Service Providers Managed Service Providers (MSPs) Data Centers

Implementation Roadmap

Follow this recommended sequence to achieve compliance as a Massachusetts professional services company.

1

Complete Massachusetts Requirements First

Begin with 201 CMR 17.00 (data security) and M.G.L. c. 93H (breach notification). These apply to all Massachusetts businesses and form the foundation of your compliance program. Prepare for MDPA compliance (effective 2025).

2

Implement Industry-Specific Mandatory Frameworks

Address all mandatory frameworks for the professional services sector. These are non-negotiable legal requirements with enforcement and penalties.

3

Add Recommended Best Practices

Strengthen your security posture with recommended frameworks. While not mandatory, these can differentiate your company, win customer trust, and may become requirements for certain contracts or partnerships.

4

Continuous Monitoring and Improvement

Compliance is not a one-time project. Maintain ongoing monitoring, conduct regular assessments, update policies as regulations change, and train employees continuously. Use MyRHC to track your compliance status and stay informed of regulatory updates.

Get started with MyRHC

Ready to Achieve Compliance?

MyRHC provides comprehensive tools and guidance for Massachusetts professional services companies to navigate complex compliance requirements.