Accounting & CPA Sector

Cybersecurity Compliance for Accounting Firms

Accounting firms and CPAs hold a complete financial profile on every client — tax returns, bank account details, Social Security numbers, and business financial statements. The FTC Safeguards Rule requires any firm providing tax preparation or financial services to maintain a written information security program, designate a qualified individual, and conduct annual risk assessments. Securafy delivers managed IT and FTC Safeguards compliance built specifically for accounting practices.

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KEY THREATS

⚠️Credential theft targeting client financial accounts

⚠️Ransomware encrypting tax files and financial records during peak season

⚠️FTC Safeguards Rule non-compliance — civil penalties up to $51K/day

⚠️Business email compromise — fraudulent refund and payment redirection

⚠️Client Social Security and banking data exposure

Securafy Capabilities for Accounting & CPA Sector

FTC Safeguards Rule Compliance

Complete managed compliance program — written ISP, qualified individual (vCISO), risk assessment, vendor oversight, incident response, and annual board reporting.

Tax Season Enhanced Security

Heightened monitoring during tax preparation season — when credential theft and BEC attacks targeting CPAs spike significantly.

Client Financial Data Protection

Encryption of all client financial data, access controls, and audit logging satisfying FTC Safeguards Rule technical requirements.

Ohio Safe Harbor Documentation

Written security program aligned to NIST CSF 2.0 qualifying your firm for affirmative legal defense under ORC §1354.

Zero Trust Application Control

ThreatLocker prevents ransomware execution — client tax files cannot be encrypted by unauthorized applications.

SOC 2 Readiness

SOC 2 Type II certification demonstrating your security commitment to enterprise clients and financial institutions.