CYBER DEFENSIBILITY FOR ACCOUNTING & CPA FIRMS

Cybersecurity for Accounting & CPA Firms

Protect the client records behind every deadline.

Tax returns, payroll files, and financial records deserve the same care your firm brings to client advice.

IT Assure delivers Cyber Defensibility: managed cybersecurity that checks coverage monthly, corrects routine security gaps, and keeps partners informed.

Book a Cybersecurity Review →

Explore plans and pricing →

Conceptual illustration of accounting documents and a laptop linked to a security shield.
Client information
A changing team
Ongoing coverage checks

BUSY SEASON & BEYOND

Keep protection current
as your team changes.

Seasonal hires, role changes, and new computers change the environment that needs protection. We compare your current user and device roster with actual security coverage.

Illustrative example: fictional seasonal associate Jamie joins; check MFA, endpoint protection and agreed mailbox backup coverage. Endpoint protection is missing on the laptop; deploy the covered protection, recheck, and record the finding, correction and result.

Illustrative example, with a fictional employee. Your firm communicates arrivals, departures, role changes, and new devices. We check agreed protections, correct routine covered gaps, verify the result, and report the work. This is not a customer record.

WHAT WE MANAGE

Cybersecurity services for CPA firms

Agreed protections, actively managed around your firm’s covered environment.

Accounts & identities

MFA, identity threat detection and response (ITDR), and privileged-account review.

Computers for client work

Endpoint protection, managed detection and response (MDR), encryption, and agreed security patches and settings.

Email & employee security

Email and phishing protection, security-awareness training, and review of participation and test results.

Backup coverage

Monitor covered backups, investigate failures, and check for missing account or system coverage.

Monthly validation
Routine covered corrections
Clear reporting

Your agreement identifies the covered users, devices, systems, and controls. See the complete managed cybersecurity service →

WORKING WITH YOUR EXISTING RESOURCES

Coordinate security with your
applications and providers.

We compare your current IT and application-service arrangements with the defined Cyber Defensibility scope, then confirm how the work fits together.

Illustrative map: your firm makes access decisions, communicates staffing and device updates and gives approvals. IT Assure manages agreed controls, validation, correction and reporting. Coordinate the scope of tax applications, client portals and vendor-hosted systems individually.

Your firm makes the business decisions. IT Assure manages the agreed cybersecurity work. Tax applications, client portals, and vendor-hosted data have their coverage established individually. This is an illustrative responsibility map. Explore co-managed cybersecurity →

VISIBLE WORK FOR PARTNERS & ADMINISTRATORS

A clear view
of the work.

Monthly reports show the protections checked, coverage gaps identified, corrections completed, and decisions still needed.

We also provide technical information about the controls we manage for cyber-insurance questions.

Your firm and advisers own the written information security plan (WISP), policy decisions, and broader compliance work.

Monthly coverage report

ILLUSTRATIVE CONTENT OUTLINE · NO CUSTOMER DATA

What was checkedThe protections and coverage reviewed.

What was correctedRoutine covered gaps addressed and rechecked.

What remains openOutstanding actions requiring follow-through.

What needs your decisionApprovals or additional work to discuss.

GETTING STARTED

Plan onboarding around
your filing calendar.

Bring upcoming deadlines into the discussion. We work with your designated contact and existing IT resources to establish the service.

Plan around your calendar

Discuss deadlines, staffing changes, access, and coordination.

Bring protections under management

Establish the agreed controls, verify initial coverage, and document remaining actions.

Continue the recurring work

Monitor, validate, correct routine covered gaps, and report.

Usually within 30 daysOnboarding from the start of service.
About 10 minutesTo review each monthly report.

Plan for a few hours of management coordination during onboarding. Timing depends on your environment, access, provider coordination, and additional remediation. These are typical estimates; scheduled reviews, employee security steps, approvals, incidents, and projects require additional participation as applicable. See the process and participation details →

DISCUSS THE FIRM YOU ARE PROTECTING TODAY

Start with a conversation
about your firm.

Use the approximately 30-minute Cybersecurity Review to discuss staffing, client-data concerns, and current protections. We help determine service fit and whether selected controls warrant separate technical validation.

Book a Cybersecurity Review →

No technical preparation required. No obligation to engage. Your IT representative is welcome.

Your staffing
Client information
Current protections

WHAT YOUR FIRM GETS

Keep coverage current. See the work.

STARTING AT

$80 per seat / month

Keep protections aligned as staff and devices change

Get routine covered gaps corrected and rechecked

Know what was done—and what needs a decision

Compare Basic, Pro, and Premium →

10-seat minimum. Month-to-month service. A one-time, non-refundable onboarding fee is quoted separately.

Service-fee discounts apply for firms maintaining eligible cyber liability insurance, subject to confirmation; volume discounts may also be available. Your proposal confirms seasonal staffing quantities and billing, service scope, cancellation requirements, and applicable third-party commitments.