Managed Cybersecurity for Accounting & CPA Firms

Focus on your clients—not on managing cybersecurity day to day.

Your team handles tax returns, payroll records, financial statements, and client deadlines. We handle the cybersecurity protections supporting that work.

As seasonal staff arrive, employees leave, and computers change, we check that the people and devices in your service remain covered. When routine security gaps appear, we correct them and verify the result.

Monthly reporting keeps partners and firm administrators informed without requiring them to manage security consoles or follow up on every technical task.

Take the Quick Self-Check

Seven questions. Start on your own—no meeting required.

Ready to talk? Book a Cybersecurity Review.

Keep protection current as your firm changes

Busy periods bring new staff, changing access and additional devices. A security setup that covered the firm last quarter may not cover the firm today.

We compare expected coverage with the controls actually operating in the agreed environment. When a covered account or device falls outside that baseline, we identify the issue, correct it within scope and check the result.

Depending on the agreed scope, this can include:

  • Seasonal staff and departures: Check that covered accounts and devices are included when people join, change roles or leave.
  • Account protection: Check agreed multifactor authentication and administrative-access controls for covered accounts.
  • Device protection: Check endpoint protection and encryption coverage on the devices included in the service.
  • Backup coverage: Check agreed backup coverage and investigate reported failures within the service scope.

Know what has been handled—and what needs your decision

Partners and firm administrators need a clear answer to three questions: what is protected, what was corrected, and what still requires a decision.

Cyber Defensibility combines the underlying work with straightforward reporting. If your firm has an IT generalist, consultant or application provider, we agree who handles each responsibility before service begins.

See How It Works for onboarding and the participation needed from your firm.

Information you can use in security conversations

Client questionnaires and insurance renewals often raise questions about how information is protected. We help maintain current technical information about the controls we manage, so your firm can respond with a clearer understanding of what is in place.

Broader policy, legal, professional and compliance responsibilities remain separate from the defined managed cybersecurity service.

Questions accounting firms ask

Do you replace our tax software support or general IT provider?

Cyber Defensibility focuses on agreed cybersecurity controls. Your existing resources may continue handling business applications and general IT, with responsibilities defined together.

Can you help with seasonal changes?

User and device changes are part of maintaining an accurate protected environment. The engagement defines how changes are communicated, which controls are applied and who handles application-specific access.

Does this certify our compliance?

No. Managed cybersecurity can support technical safeguards and clearer records of the work performed. It does not certify the firm's compliance or replace its professional and legal responsibilities.

What happens when a gap is found?

We correct routine covered gaps and revalidate the result. Work requiring a separate project, specialist or business approval is explained and escalated.

Start with seven questions.

Take a quick look at cybersecurity ownership and coverage—on your own, with no meeting required.