Cybersecurity Solutions for CPAs
CPAs handle some of the most sensitive financial data in existence. Protect your practice with security built for accounting professionals.
By the Numbers
What Cybersecurity for CPAs Covers
IRS WISP Compliance
Meet all IRS Publication 4557 requirements with our CPA-specific security framework.
Client Portal Security
Secure file sharing and communication channels for exchanging sensitive financial documents.
Tax Season Monitoring
Enhanced security monitoring during peak filing season when attacks increase dramatically.
Staff Security Training
CPA-focused phishing awareness and security training for your entire team.
Cloud Practice Protection
Security for cloud-based accounting software, tax prep tools, and practice management.
Regulatory Compliance
Stay compliant with IRS, FTC, and state board requirements for data protection.
How to Get Started
Practice Assessment
Evaluate your firm is current security posture across systems, processes, and personnel.
Gap Analysis
Identify compliance gaps against IRS Publication 4557 and state CPA board requirements.
Security Implementation
Deploy CPA-specific security controls for tax software, client data, and communications.
Ongoing Protection
Continuous monitoring, staff training, and annual compliance reviews.
Frequently Asked Questions
CPAs must comply with IRS Publication 4557 (WISP), FTC Safeguards Rule, state CPA board data protection requirements, and potentially AICPA SOC 2 standards.
The most common attacks are phishing emails impersonating clients or the IRS, ransomware targeting tax season deadlines, and business email compromise targeting wire transfers.
Yes, cyber insurance is strongly recommended. It covers breach notification costs, legal fees, regulatory fines, and business interruption losses from cyberattacks.
Use a portal with end-to-end encryption, require MFA for all users, implement automatic session timeouts, and ensure files are encrypted at rest.
From requirement to defensible practice
Turn IRS and FTC expectations into a WISP your office can follow
A useful compliance path makes the obligation clear, identifies the evidence to retain, and connects written policy to the safeguards used every day.
- Know what applies
- Document the evidence
- Make the safeguard operational
A defensible path
- 01
Confirm the requirement
Separate what is required from recommendations and vendor language.
- 02
Map it to your environment
Connect the rule to people, devices, data, vendors, and current procedures.
- 03
Close and document the gaps
Prioritize changes and keep evidence that the process is being followed.
People also look for
Keep exploring Tax security & WISP
Understand what tax professionals need to document, protect, and prepare before an IRS or FTC review.
- Common question: free WISP templateStart with a written information security planUse a practical WISP framework built around the safeguards tax practices need.
- Common question: IRS Publication 4557 requirementsRead the Publication 4557 guideSee how the IRS expects tax professionals to safeguard taxpayer data.
- Common question: IRS WISP requirementsReview the WISP requirementsWork through the required sections and the evidence your practice should retain.
- Common question: FTC Safeguards Rule checklistUse the FTC Safeguards checklistTranslate the rule into a clear list of security and documentation tasks.
- Common question: tax practice incident response planPrepare a tax-office incident planKnow who to contact, what to preserve, and how to respond to a client-data incident.