We help accounting firms identify and fix hidden cybersecurity risks before they turn into breaches, compliance issues, or lost clients.
Accounting firms hold some of the most valuable data a hacker can find: Social Security numbers, tax returns, bank account details, payroll records, and direct access to financial systems. That makes your firm a high-priority target — whether you have 5 employees or 50.
Email is the most common way attackers get in. A convincing phishing email, a spoofed message from a client, or a compromised password is all it takes. And during busy periods like tax season, when your team is moving fast and handling hundreds of sensitive documents, the risk goes up significantly.
Many firms assume their accounting software handles security. It doesn’t cover your email, your devices, your passwords, or how your team shares files. Those are the gaps attackers exploit.
A single breach at an accounting firm can expose hundreds — even thousands — of clients. The financial data you hold isn’t just valuable to your clients. It’s valuable to criminals.
Most breaches don’t happen because of bad intent. They happen because no one checked the gaps.
We don’t overwhelm you with technical detail. We show you where you’re exposed and how to fix it.
We evaluate how well your email is protected against phishing, spoofing, and business email compromise — the number one way accounting firms get breached.
We check whether your firm’s email addresses and passwords have been exposed in known data breaches. If credentials are out there, attackers can use them to get in.
We verify that your client data is actually being backed up and that you can recover it if something goes wrong. Many firms think they have backups that have quietly stopped working.
We audit who has access to what. Former employees, shared logins, and overly broad permissions are common risks that are easy to fix once you know about them.
We identify unprotected or outdated computers, laptops, and devices that could be easy entry points for attackers. One unpatched machine is all it takes.
In a short session, we identify your biggest risks and show you exactly what needs attention. No sales pitch, no scare tactics — just a clear picture of where you stand.
Low, Medium, or High — so you know where you stand at a glance.
The specific risks that matter most, explained in plain language.
Practical recommendations you can act on, not a 50-page report.
Tax returns, Social Security numbers, bank accounts, and payroll records exposed to criminals. You’re legally required to notify every affected client.
The IRS requires tax professionals to have a Written Information Security Plan. A breach without one can lead to penalties, investigations, and loss of your PTIN.
Trust is the foundation of your client relationships. Once it’s broken by a data breach, clients leave — and they tell others. Rebuilding that trust takes years.
The average cost of a data breach for small businesses is over $120,000. That includes forensic investigation, legal fees, client notification, credit monitoring, and lost revenue.
Most firms don’t think about this until it happens. By then, the damage is done.
We’ve been protecting businesses since 2001. We understand the threats firms like yours face and how to stop them.
We focus on finding and fixing vulnerabilities before they become incidents. Prevention costs a fraction of what recovery does.
No technical jargon. We explain risks in plain language and give you straightforward recommendations you can actually understand and act on.
The snapshot is just the start. If you want continuous monitoring and protection, we offer ongoing plans that grow with your firm.
We don’t need to replace anyone. We specialize in cybersecurity and work alongside your current IT provider or internal staff.
After the initial assessment, many firms choose to stay protected with our ongoing security services.
Round-the-clock monitoring of your systems for suspicious activity and threats.
Automated detection with expert response so threats are stopped before damage occurs.
Advanced email filtering plus ongoing phishing simulations to keep your team sharp.
Regular testing to confirm your backups are working and your data is recoverable.
Answers to common questions from accounting firm owners and partners.
Cloud-based software like QuickBooks Online or Xero handles some security on their end, but it doesn’t cover everything. Your email, user accounts, passwords, local devices, and how your team accesses that software all create risk. A breach usually happens through one of those gaps, not through the software itself.
Not unless you want us to. We can work alongside your existing IT provider or internal staff. Many firms bring us in specifically for cybersecurity because it requires specialized expertise that general IT support doesn’t always cover.
We review your email security, check for exposed credentials on the dark web, verify your backup systems, audit user access and permissions, and assess your endpoint devices. You get a simple risk score, a list of the most critical vulnerabilities, and clear next steps. The entire process takes about an hour of your time.
Absolutely. Smaller firms are actually targeted more often because attackers know they typically have fewer protections in place. The data you hold — tax returns, Social Security numbers, bank account details — is just as valuable regardless of your firm size.
It depends on the size of your firm and the level of protection you need. We offer flexible plans that scale with your team. The Cyber Risk Snapshot is free and will give you a clear picture of what you actually need before any commitment.
Most firms that experience a breach didn’t think it would happen to them either. Cyber attacks on accounting and financial firms have increased significantly in recent years. The cost of recovering from a breach — in money, lost clients, and reputation — is far greater than the cost of prevention.
Yes. The IRS requires tax professionals to implement a Written Information Security Plan (WISP). Our assessment and ongoing services help you meet those requirements and maintain compliance over time.
Fill out the form below to schedule your free Cyber Risk Snapshot. We’ll identify your biggest risks and show you exactly what to do about them.
Call us today or fill out the form for your free Cyber Risk Snapshot. We’ll review your firm’s security posture, identify the most critical vulnerabilities, and give you a clear, actionable plan — no obligation, no pressure.
Email: [email protected]
Sacramento / Central Valley: (916) 415-7701
Bay Area: (925) 455-7701
Phoenix: (480) 939-7700