Industries · Accounting
Cybersecurity for accounting firms.
Phishing spikes when your inbox is busiest. We help protect client financial data and support your FTC Safeguards Rule requirements.
Accounting
Get through tax season safely.
Tax returns, W-2s, and bank details flow through your email, portals, and laptops every day. The FTC Safeguards Rule and IRS Publication 4557 expect a written information security plan and real safeguards, and attackers time their campaigns for filing season, when staff are rushed and downtime costs the most.
Risks we see
What attackers go after.
Tax-season phishing and fraud
Spoofed client emails, fake e-file notices, and requests to change direct-deposit or wire details spike during busy season.
Ransomware during filing windows
Encryption of workpapers, return files, and email is timed to maximize pressure.
Portal and tax software logins
Stolen logins to client portals and tax software give attackers direct access to returns and refunds.
Seasonal staff and shared access
Temporary accounts and personal devices during busy season can leave lasting gaps.
How we help
What we put in place.
- Security awareness training timed ahead of tax season
- Managed detection and response for every workstation and server
- Account security reviews, including seasonal staff access
- Documentation that supports your written information security plan
Example: flagging a spoofed client email that asks to change direct-deposit details.
Recommended services
Where accounting firms usually start.
Security Awareness Training
Most breaches start with a click. Short, practical training and realistic phishing simulations help your team spot and report threats.
Learn more about Security Awareness TrainingManaged Endpoint Detection & Response
Every laptop, desktop, and server monitored around the clock by a security operations center that investigates and contains threats.
Learn more about Managed Endpoint Detection & ResponseFree Security Assessment
Not sure where you stand? We review your devices, accounts, email, and backups, then give you a prioritized list of what to fix first.
Learn more about Free Security AssessmentQuestions
Common questions.
01Do you write our written information security plan (WISP)?
We help you build the safeguards and documentation behind it and can support drafting. Your firm remains responsible for the plan itself.
02When is the best time to start?
Ideally well before busy season, so training and protection are in place when phishing peaks. Starting any time is better than waiting.
03Will this interrupt work during filing season?
We plan any changes around your calendar and avoid disruptive rollouts during peak weeks.
Let’s get started
Protect your firm.
Tell us a little about your business. We’ll reply within one business day.
Get a free security assessment