Compliance Portal

See where your firm stands, any day of the week.

Most firms find out where their security actually stands once a year, if at all. Your portal keeps a live read on it, pulled from the systems we already run for you, so the answer is on screen before anyone asks for it.

Kip, the Worktopia koala, pointing at a compliance checklist
Harbourline Advisory
Managed client · harbourline.example
Example view
Essential Eight
ASD MATURITY MODEL
In progress
LEVEL 2

7 of 8 strategies at Maturity Level 2

Target: Maturity Level 2

View report →
SMB1001
SMB CYBER STANDARD
Attested
Gold
Bronze
Silver
Gold
Platinum
Diamond

Gold attested 12 May 2026

Next tier: Platinum

View report →
Policies
GOVERNANCE
Action needed
6 / 8 active

14 staff enrolled

2 awaiting signatures

Manage policies →
Monitored sources5 sources
Microsoft 365✓ updated 2h ago
Device monitoring✓ updated 2h ago
HEndpoint protection✓ updated 4h ago
Password manager✓ updated 9h ago
Backups✓ updated 9h ago
An illustrative view. Harbourline Advisory is not a real firm.
Evidence, not opinions

It reads the systems you already run.

Your status is not a questionnaire someone filled in from memory. It comes from your Microsoft 365 tenant, your devices, your endpoint protection, your backups and your password vault, checked continuously and stamped with when we last looked.

Where a control can only be judged by a human, one of our team assesses it and signs their name to it.

Read-only, always
The portal looks, it does not touch. Access is read-only, and the policy sign-in for your staff opens policies and nothing else.
A report per framework
Open the report behind any score: what was assessed, what passed, what did not, and when we last looked at it.
History, not just today
Your maturity is snapshotted as things change, so you can show progress over months rather than one number in isolation.
Three modules

Where you stand, and what to do next.

Two frameworks and the paperwork that backs them, in one place. Nothing to install, nothing for your team to keep up to date.

Essential Eight

All eight strategies scored against the full requirement set, not a tick-box summary. You see your maturity level, which controls are holding you back, and how the picture has moved over time.

Assessed automatically, reviewed by us
SMB1001

A standard built for businesses your size, with tiers from Bronze to Diamond. It shares the same evidence as your Essential Eight work, so climbing a tier is a shorter trip than starting again.

Readiness tracking, not certification
Policies

Written IT policies with clauses that suit accounting and advisory work, prefilled with your firm's details. Your principal adopts them, staff sign with a one-time link, and each one counts as evidence.

Staff list synced from Microsoft 365
Compliance Health Check

Stop guessing. Get a read on where you actually stand.

Connect your Microsoft 365 tenant and your first status appears in the portal. No project, no commitment.

1 Approve read-only access
2 See your first status, gaps ranked
3 We talk it through
Kip, the Worktopia mascot, holding a coffee