Aprio

How Aprio Operationalized Data Security with Teleskope

100%

MIP labels automated

10-person

Security team supporting a 4,000-person firm

Automated data security policies

0:00

576p

"Teleskope allows us to easily identify where our data is without a lot of overhead and protect our information very quickly."

Lock Langdon

Aprio

Aprio is a national advisory firm providing tax, accounting, audit, and consulting services to companies and individuals across financial services, government, manufacturing, and professional services. The firm employs more than 4,000 people and operates in a sector where the consequences of mishandled data are existential to client trust. Tax records, financial filings, and client identifiers are the firm's responsibility, and the protection of that information is non-negotiable.

Challenges

Closing the gap between detection and action

As Aprio scaled, sensitive data spread faster than the security team could track it. Tax records, client financials, and PII accumulated across cloud storage, SaaS applications, and on-premises systems.

Aprio is a Microsoft E5 customer, so the natural starting point for data security enforcement was Microsoft Purview. When the team turned it on, the first scan returned more than 12 million findings. Most were false positives. Purview's regex and pattern-matching engines couldn't distinguish a 1099 from a marketing one-pager, which meant analysts had to investigate millions of items that didn't actually represent risk.

A 10-person security team supporting 4,000 employees doesn't have that kind of headroom. Aprio needed a classification layer that understood the business, and a remediation engine that could act on what it found.

Solutions

Discovery, classification, and automated remediation in one platform

Aprio deployed Teleskope as the truth layer for its data security program. Teleskope's classification engine recognizes document types in context. A 1099 with its expected SSN, address, and bank account fields. An M&A term sheet that contains no regulated fields but is board-level sensitive. A client folder with tax records that should not be shared externally. The engine labels each document accordingly, with a level of fidelity that regex-based classifiers could not match.

Those labels feed Microsoft Information Protection, which means Purview's enforcement engine now operates on accurate, context-aware labels rather than pattern matches.

The Aprio team also turned on Teleskope's native remediation engine for six policy use cases in production:

Plain-text passwords in public shares: detected and removed automatically
Data retention policy enforcement: stale records flagged or deleted per policy
PII in publicly shared documents: access revoked automatically
Sensitive information exposure alerts: high-confidence flags routed for review
Public share assessments: external access validated against client allow lists
Microsoft Information Protection labeling: automated tagging feeding the broader DLP ecosystem

For secrets like API keys and passwords.txt files sitting in OneDrive, Teleskope catches them faster than Purview ever did on its own.

Results

A robust data security program for a lean team

With Teleskope as the classification and remediation layer, Aprio's security team does more with less. Discovery surfaces what's actually risky in the environment. Native automation handles routine exposure without filing tickets. And the Microsoft investment Aprio had already made finally performs the way it was supposed to.

6 automated data security policies running across cloud, SaaS, and on-prem
Native classification feeding Microsoft Purview through MIP labels for "better together" DLP
A 10-person security team supporting a 4,000-person firm

Your backlog isn’t a resource problem. It’s a tooling problem.

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