Cybersecurity for Accounting Firms and Financial Services
Accounting firms hold the keys to their clients' financial kingdoms. Tax returns, bank statements, and financial records are exactly what criminals want. We help accounting firms protect sensitive client data, meet professional obligations, and maintain the trust that defines your profession.
Why Accounting Firms Are Prime Targets
You have what attackers want
Social Security numbers, bank account details, income information, and business financials. Your files contain everything needed for identity theft and financial fraud.
Tax season is attack season
Criminals time attacks for maximum impact. Phishing campaigns surge during tax season when staff are busy and more likely to make mistakes.
Your clients trust you
A breach doesn't just expose data. It destroys the professional trust that took years to build. Clients may never return.
Regulatory obligations
Depending on your services, you may face requirements from the IRS, FTC Safeguards Rule, state regulations, and professional bodies.
Threats Accounting Firms Face
Tax Refund Fraud
Criminals use stolen data to file fraudulent tax returns before legitimate taxpayers.
Business Email Compromise
Attackers impersonate partners, clients, or vendors to redirect wire transfers or request sensitive documents.
Ransomware
Losing access to all client files during tax season can shut down your firm when you can least afford downtime.
Phishing
Fake IRS notices, spoofed client emails, and fraudulent vendor requests designed to steal credentials or install malware.
Cybersecurity Services for Accounting Firms
Security Assessments
Understand your firm's security posture. We evaluate your systems, processes, and practices against industry standards.
Email Security
Stop phishing, business email compromise, and malware before they reach your inbox. Critical protection for tax season.
Client Data Protection
Encryption, access controls, and monitoring to protect the sensitive financial data your clients trust you with.
Secure Client Communication
Secure portals and encrypted file transfer solutions for exchanging sensitive documents with clients.
Backup and Recovery
Ransomware-resistant backups that ensure you can recover client data and continue operations even after an attack.
Compliance Support
Help meeting FTC Safeguards Rule, IRS requirements, and other regulatory obligations that apply to your firm.
Compliance Requirements for Accounting Firms
FTC Safeguards Rule
If you're a tax preparer or handle consumer financial information, the FTC Safeguards Rule requires you to have a written information security plan.
IRS Requirements
The IRS requires tax professionals to implement security measures to protect taxpayer data.
State Regulations
Many states have data protection requirements that apply to accounting firms.
Professional Standards
AICPA and state CPA boards increasingly expect members to demonstrate cybersecurity competence.
Why Accounting Firms Choose Us
We Understand Your Business
We work with accounting firms and understand the unique pressures of tax season, client confidentiality requirements, and professional obligations.
Practical Solutions
We recommend security that works for how accounting firms actually operate, not theoretical solutions that interfere with client service.
Compliance-Aligned
Our recommendations satisfy regulatory requirements while genuinely protecting your firm.
Responsive Support
During busy season, you can't wait days for IT help. We provide responsive support when you need it.
Start Protecting Your Firm
Pre-Season Assessment
Don't wait for tax season to discover security gaps. Get assessed now and address issues before the rush.
Essential Protection
Email security, endpoint protection, and backup: the foundations that protect against common threats.
Comprehensive Security
Full managed services for firms that want ongoing protection and support.
Protect Your Firm and Your Clients
Your clients trust you with their most sensitive financial information. Let's make sure that trust is well-placed.
Explore Our Services
Security Assessments→
Know where you stand
Managed Cybersecurity→
Ongoing protection
Backup & Disaster Recovery→
Protect client data