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A backup strategy for small businesses that do not have an IT department

Laptops get stolen, drives fail and ransomware encrypts everything it can reach. A simple, automated plan protects what matters.

IDX·October 21, 2026·1 min read

Small businesses rarely lose data because they never thought about backups. They lose it because the backup was manual, stored next to the original, or never tested.

Step 1: list what you cannot lose

  • Accounting and invoicing data.
  • Customer and supplier records.
  • Contracts, designs and project files.
  • Email.
  • Your website and its database.

Step 2: decide where each thing lives

Data scattered across laptops is the hardest to protect. Move shared work files to a central place, a shared drive or file server, so they can be backed up in one go.

Step 3: follow 3-2-1

Keep three copies of important data, on two different types of storage, with one copy off-site. Our article on the 3-2-1 rule explains why modern threats add an offline or immutable copy.

Step 4: automate

A backup that depends on someone remembering will stop within weeks. Schedule backups to run daily, and get an email when one fails.

Step 5: protect backups from ransomware

Ransomware looks for backups to encrypt or delete. Keep at least one copy that cannot be changed from your office network, with separate credentials.

Step 6: test restores

Every few months, restore a few files and, once a year, a whole system. That is the only way to know the backup works, and how long recovery takes.

Where IDX fits

  • Website and email: IDX hosting includes backups, and our team can help restore.
  • Off-site storage: affordable backup storage boxes accessible over FTP, SFTP, SMB or WebDAV, ideal as the off-site copy for office servers and NAS devices.
  • Managed backup: our managed services team can design, run and monitor backups for your servers.

Talk to us about what you need to protect.

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