For accounting firms

Cybersecurity built for accounting firms

Protect client financial and tax data, support your written information security program, and adopt AI in your practice without exposing regulated data.

What you get

  • Know exactly where client financial and tax data is exposed across your systems
  • A written security program foundation and findings report for clients and examiners
  • Secure AI adoption guidance so drafting and analysis tools don't leak client data
  • Ongoing review cycles that keep your safeguards current

Get your assessment