Cybersecurity built for CPA firms
CPA firms face unique cybersecurity challenges including AICPA requirements, SOC 2 criteria, and IRS mandates. We deliver specialized protection that meets every compliance requirement.
CPA-specific threat landscape
Business Email Compromise (BEC)
Attackers impersonate partners, clients, or vendors to redirect wire transfers, steal credentials, or gain access to client portals.
Ransomware During Tax Season
Ransomware attacks spike during filing season when firms are most likely to pay ransoms to avoid missing deadlines.
Client Portal Takeover
Attackers target cloud-based accounting platforms and client portals to access financial data and tax records at scale.
Insider Threats & Staff Turnover
Departing employees with unrevoked access, shared credentials, and lack of offboarding procedures create significant risk.
AICPA & professional requirements
AICPA Code of Professional Conduct
Rule 301 requires confidentiality of client information with appropriate safeguards.
- Rule 301 confidentiality requirements
- Due professional care standards
- Client data protection obligations
SOC 2 Trust Service Criteria
Security, availability, processing integrity, confidentiality, and privacy criteria for service organizations.
- Security controls framework
- Availability and uptime requirements
- Confidentiality safeguards
AICPA Cybersecurity Framework
Risk management framework for assessing and communicating cybersecurity posture to stakeholders.
- Risk management reporting
- Control effectiveness metrics
- Stakeholder communication
Solutions for CPA firms
WISP & Compliance Documentation
Custom WISP development, security policies, and compliance documentation that satisfies IRS, AICPA, and FTC requirements.
- Custom WISP for your firm
- AICPA-aligned policies
- SOC 2 readiness documentation
Managed Detection & Response
Continuous monitoring and expert threat response to protect client data and firm operations around the clock.
- 24/7 threat monitoring
- Expert incident response
- Monthly security reports
Access Control & MFA
Multi-factor authentication, role-based access controls, and secure remote access for your entire firm.
- MFA on all systems
- Role-based access controls
- Secure remote work
Staff Training & Phishing Simulation
Regular security training and simulated phishing campaigns to build a security-aware culture.
- Annual security training
- Monthly phishing simulations
- Completion tracking
Protect Your Tax Practice Today
Schedule a free consultation with our cybersecurity experts. We'll review your current security posture and help you achieve full IRS compliance.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.