Accounting & CPA Sector

IT & Cybersecurity for Accounting Firms

Accounting firms and CPAs handle some of the most sensitive financial data in existence — tax returns, financial statements, banking credentials, and Social Security numbers for every client they serve. The FTC Safeguards Rule requires a written information security program, a designated qualified individual, and annual board reporting for any firm that provides tax preparation or financial services. Securafy delivers fully managed IT and compliance programs specifically built for accounting practices.

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Why Accounting Firms Are Targets

Your Data Is Exactly What Attackers Want

Tax preparers and accounting firms hold a complete financial profile on every client — making them high-value targets for credential theft, ransomware, and business email compromise.

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FTC Safeguards Rule Compliance

The FTC Safeguards Rule requires accounting firms to maintain a written ISP, designate a qualified individual, conduct risk assessments, and report annually to leadership. Securafy manages the entire program.

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Client Data Protection

Encryption of all client financial data at rest and in transit, access controls limiting data access to only those who need it, and audit logging of all data access events.

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Tax Season Security

Enhanced monitoring and controls during tax season — when credential theft attacks targeting CPAs spike significantly. Real-time alerts for suspicious access patterns.

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SOC 2 Readiness

SOC 2 Type II certification demonstrates your security commitment to enterprise clients and financial institutions. Securafy builds and maintains the required controls.

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Ransomware Prevention

ThreatLocker Zero Trust prevents ransomware execution — not detection after the fact. Your client data cannot be encrypted by an application that is not on the approved list.

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Ohio Safe Harbor Protection

A documented security program aligned to NIST CSF 2.0 qualifies your firm for Ohio Safe Harbor — providing affirmative legal defense in the event of a breach.

Protect Your Clients and Your Practice

  • FTC Safeguards Rule compliance — fully managed
  • Client financial data protected end-to-end
  • Tax season enhanced monitoring included
  • Ohio Safe Harbor documentation provided

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