Protect your clients' financial data and your firm's reputation — with security that understands your compliance obligations.
Financial professionals handle some of the most sensitive data in any business — tax records, payroll, bank accounts, and personal financial information. Attackers know this, which is why accounting firms and bookkeepers are increasingly targeted.
Tax season brings a surge in phishing and business email compromise attacks targeting CPAs and their clients' refunds and financial data.
SSNs, EINs, bank routing numbers, and payroll records — a single breach can expose hundreds of clients and trigger regulatory action.
IRS Publication 4557, FTC Safeguards Rule, and state privacy laws require documented security programs — not just intentions.
Professional liability and cyber insurance carriers are demanding stronger controls and may deny claims if basic protections are missing.
Security designed for how financial professionals actually work — without disrupting your practice.
We work alongside your existing IT — adding security expertise without replacing your systems.
We understand IRS, FTC, and state compliance requirements
We help document controls for auditors and insurance carriers
We protect you during tax season when attacks peak
Predictable monthly pricing that fits your budget
Most firms begin with a quick assessment to understand their current security posture:
No obligation. No sales pressure. Just clarity on where you stand.
Request a Security Health Check"Your clients trust you with their most sensitive financial information. We help you protect that trust."
Let's discuss how we can help protect your firm and your clients' data.