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Reference · Glossary

Outside adviser

Outside adviser (sometimes called an advisor tenant)

Definition

A firm outside yours, such as an accountant, lawyer or broker, whose email handles your payments or your clients’ information.

In plain words

Your advisers send messages about money from their own domains. If their email can be forged, a request can appear to come from them.

Why it matters to a firm

A firm’s own records can be sound while an adviser’s are not. Asking advisers how they confirm payment instructions is a reasonable question.

The check behind the finding

nslookup -type=txt _dmarc.youradviser.ca

Run the DMARC lookup on each adviser’s domain. No record, or p=none, means their email can be forged.

The outside watch for your firm: see what is open before anyone else does, with the proof for the lead finding. Check my firm →