Protect the data your clients trust you with.
Accounting firms hold SSNs, tax records, and banking info for hundreds of clients. That makes you a target. Our layered security stack is designed to block known threats before they reach your data, keep you aligned with IRS Pub 4557 and the FTC Safeguards Rule.
The Threat Landscape
CPA firms are the new prime target.
The data is brutal. Ransomware gangs now specifically target accounting firms because of the high-value data you hold and the cash flow to pay ransom.
Cyberattacks on accounting firms have escalated since 2020
The IRS has issued multiple public warnings to tax preparers since 2023. CPA firms are now treated as high-value targets by ransomware groups: SSNs, tax records, banking info, and the cash flow to pay ransom.
Average global cost of a data breach (IBM Cost of a Data Breach Report 2023)
For CPA firms, the real cost often isn't the ransom. It's the client exodus, regulatory fines, legal fees, and reputation damage.
Financial and reputational damage typical after a breach at a small firm
Most firms that suffer a serious breach face significant disruption. Client trust, once broken, is slow to come back.
Defense in Depth
Twelve layers. One mission: protect your firm.
No single tool catches every threat. We layer multiple security products and managed services so that if one fails, the next has a chance to catch it.
Duo Multi-Factor Authentication
Push-based MFA from Cisco Duo applied across user logins. Significantly reduces the risk that a stolen credential becomes a firm-ending event.
Keeper Password Vault
Enterprise password management that stops the sticky-note problem. Your team gets strong, unique passwords without the friction.
Bitdefender Endpoint Protection
Next-gen antivirus with behavior analysis. Stops known malware instantly and catches new threats by what they do, not what they are.
Huntress Managed Threat Detection
24/7 human-led threat hunting. Huntress analysts find the threats that automated tools miss and remediate them before damage spreads.
ThreatLocker Application Control
Zero-trust application whitelisting. Only software you explicitly approve can run, which blocks most ransomware and unauthorized tools before they execute.
Blackpoint MDR
Managed detection and response with a real SOC behind it. When something slips past the preventative layers, Blackpoint catches it in minutes.
Advanced Email Security
Inbound filtering, impersonation detection, and link sandboxing. Most breaches start with a phishing email. We stop them before they hit the inbox.
Phishing Simulation & Training
Monthly simulated phishing campaigns with personalized training for staff who click. The only thing between your data and a breach is a well-trained team.
Dark Web Monitoring
We monitor criminal forums and dumps for credentials tied to your domain. When something leaks, you know before the attackers use it.
Firewall & Network Security
Enterprise firewalls with IPS, geo-blocking, and segmentation. Your network is the perimeter. We make sure it holds.
Penetration Testing
Annual Level One penetration tests against your external perimeter. Find the gaps before an attacker does.
Automated Patching
Windows, macOS, and third-party apps patched automatically on a tested schedule. Most breaches exploit known vulnerabilities. We close them fast.
Compliance Ready
Every framework. Every requirement. Handled.
Our security stack is designed around the regulations that matter to CPA firms. We don't bolt on compliance. It's built in from day one.
- IRS Publication 4557 (Written Information Security Plan)
- FTC Safeguards Rule (effective June 2023)
- HIPAA (for firms handling healthcare clients)
- GLBA & State privacy laws (NY SHIELD, CCPA)
- Cyber insurance documentation
Not sure where you stand?
A Level One penetration test reveals exactly what an attacker would see and try from outside your network. Start with a no-obligation security assessment to find out where your firm stands.
Get Your Free Assessment“After a server failure, we realized one IT person wasn't enough. Tech Advisors moved everything off our in-house servers and gave us peace of mind. They keep us trained, protected, and ready against threats like ransomware. It's a great value that lets us focus on our audits.”
Questions & Answers
Cybersecurity: Common Questions from CPA Firms
Yes, heavily. Cyberattacks on accounting firms have escalated significantly since 2020 — the IRS issued public warnings to tax preparers in 2023 and 2024. Ransomware groups specifically target CPA firms because they hold high-value data (client SSNs, tax records, banking details), have the cash flow to pay ransoms, and often have weaker IT security than larger enterprises.
Yes. Modern cybersecurity works on a defense-in-depth model: no single tool catches everything. If Duo fails, Keeper catches it. If Keeper fails, Bitdefender catches it. If Bitdefender fails, Huntress catches it. Layered security is the only thing that works against sophisticated threats. A single antivirus product is insufficient in 2026.
IRS Publication 4557 is the IRS's official guidance for tax preparers on data security. Since 2022, it effectively requires every tax preparer to have a Written Information Security Plan (WISP). Non-compliance can result in penalties up to $100,000 and loss of your PTIN. We build WISPs that actually meet the requirements, not a template you download and never implement.
The FTC Safeguards Rule (effective June 2023) applies to tax preparers and requires specific security controls: access controls, encryption, multi-factor authentication, incident response plans, employee training, and annual risk assessments. We handle all of it as part of our security stack. It's not an add-on.
Yes. Cyber insurance carriers now require MFA, EDR, security awareness training, WISP documentation, and regular patching before they'll even quote you. Many carriers are denying coverage or raising premiums for firms without these controls. Our security stack meets or exceeds every cyber insurance requirement we've seen, and we provide the documentation carriers need.
We have an incident response plan. Blackpoint MDR provides 24/7 SOC monitoring. If something breaks through the preventative layers, they detect it within minutes and begin containment. We have playbooks for common scenarios, relationships with cyber insurance carriers, and experience with IRS breach reporting. You're not alone when it happens.
Monthly. Industry phishing benchmarks (such as KnowBe4's annual reports) consistently show that without regular simulations, click rates trend back toward 30%+ within months. With sustained monthly simulations and targeted training for staff who click, rates typically drop below 5%. For most accounting firms, this is among the highest-ROI security investments available.
Yes. We offer Level One external penetration tests that simulate what an attacker would see and try from the internet — a way to show you what an attacker could actually do against your current environment before we start securing it. We scope each engagement to your firm's size and needs.
Protect your firm
Your data is a target. Let's protect it.
Schedule a free security consultation. We'll review your current controls, identify gaps, and show you what a complete security stack looks like for your firm.
Get Your Free Security Assessment
Find out where your firm is exposed. No obligation.
Cybersecurity for Accounting Firms
Sleep easier knowing your clients' data is locked down.
Twelve layers of security. 24/7 SOC monitoring. Compliance built in. Free assessment to get started.