Cybersecurity for Accounting Firms
A cybersecurity and privacy program for accounting, tax, and advisory firms that handle client financial data, tax records, and sensitive business information.
Accounting firms need defensible controls for client financial data
Accounting firms collect tax records, payroll data, financial statements, identity information, and business records that attackers can monetize quickly.
Firms need practical safeguards, written policies, secure client portals, vendor controls, and incident response readiness that match their size and client expectations.
- Tax, payroll, and client financial data protection
- FTC Safeguards and privacy obligations
- Client portal, email, and document exchange risk
- Insurance and client security questionnaire support
How We Support Accounting Firms
The goal is a practical compliance program that leadership can understand, technical teams can execute, and external stakeholders can review without sorting through disconnected artifacts.
- Assess client data flows, systems, and vendor dependencies.
- Build right-sized policies, procedures, and security controls.
- Prepare evidence for insurance, client questionnaires, and regulatory expectations.
- Improve email, identity, endpoint, backup, and portal security.
Applicable Frameworks and Requirements
Deliverables
Tangible artifacts and documentation you receive throughout the engagement.
Client Data Review
Mapping of client financial, tax, payroll, and identity data
Safeguards Assessment
Security review aligned to accounting-firm obligations
Policy Package
Written cybersecurity and privacy policies
Secure Exchange Review
Client portal, email, and file-sharing recommendations
Vendor Evidence File
Documentation for accounting platforms and service providers
Incident Response Plan
Breach and incident handling playbook
Engagement Workflow
A proven, repeatable process from initial scoping through ongoing support.
Data Inventory
Identify client data and service provider flows
Risk Assessment
Assess controls, policies, and gaps
Control Plan
Prioritize security improvements
Documentation
Build policies and evidence packages
Review Cycle
Establish annual refresh and readiness process
Secure client financial data
Build a practical cybersecurity program for accounting and tax operations.
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