Phishing Protection for Tax Offices
Phishing is the number one attack vector against tax professionals. Learn to spot, stop, and prevent phishing attacks at your practice.
By the Numbers
What Phishing Protection for Tax Offices Covers
Phishing Recognition Training
Teach staff to identify suspicious emails, fake IRS notices, and social engineering attempts.
Email Filtering
Enterprise-grade email security that blocks phishing, malware, and spoofed messages before they arrive.
Domain Authentication
Implement SPF, DKIM, and DMARC to prevent criminals from spoofing your firm email.
Simulated Phishing Tests
Regular test campaigns to measure and improve staff awareness over time.
Incident Response
What to do when someone clicks — containment steps, credential resets, and reporting.
IRS Impersonation Alerts
Stay current on the latest IRS impersonation scams targeting tax professionals.
How to Get Started
Assess Vulnerability
Run a baseline phishing test to understand your team current click rate.
Deploy Email Security
Implement email filtering, SPF/DKIM/DMARC, and anti-spoofing protections.
Train Your Team
Interactive security awareness training focused on tax-specific phishing scenarios.
Test & Improve
Quarterly phishing simulations with reporting to track improvement over time.
Don't Let One Click Destroy Your Practice
Our WISP template includes phishing awareness training requirements and email security policies.
Frequently Asked Questions
Common attacks include fake IRS e-Services password resets, fraudulent client document links, W-2 request scams from "executives," and tax software update notifications with malware payloads.
The IRS never initiates contact via email, text, or social media. Any email claiming to be from the IRS requesting action on your account is a phishing attempt. Always go directly to irs.gov.
Immediately disconnect the computer from the network, change all passwords from a different device, run a full malware scan, and report the incident to your IT security team.
Yes, phishing attacks against tax professionals increase by 300% or more during January through April. Criminals know staff are busy and more likely to click without carefully reviewing emails.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.