Accounting & CPA Security
Cybersecurity & IT for Accounting Firms & CPAs in Montana
You hold your clients' most sensitive financial data—Social Security numbers, tax returns, bank accounts. The IRS requires a written data security plan. Cyber insurers require documented security controls. And attackers target accounting firms specifically because of the data they hold. We help Montana accounting firms and CPAs stay secure and compliant.
Or email brady@phenicie.com. No phone call required.
IRS Requires a Written Data Security Plan
The IRS and Gramm-Leach-Bliley Act require all tax professionals to maintain a Written Information Security Plan (WISP). This is not optional. We help you build and maintain a compliant WISP and the security controls it requires.
Written Security Plan
Documented WISP covering data inventory, risk assessment, and security procedures as required by the IRS Security Summit.
Documented Risk Assessment
Formal assessment of where client data is stored, who has access, and what risks exist. Required by the GLBA Safeguards Rule.
Incident Response Plan
What to do if client data is compromised. Required to meet IRS requirements and cyber insurance policies.
What We Do for Accounting Firms
IRS Written Security Plan (WISP)
We create and maintain your IRS-required Written Information Security Plan. Documented, current, and available when auditors or insurers ask.
Client Data Encryption
Encryption of client financial data at rest and in transit. Tax returns, bank records, and SSNs protected from unauthorized access.
Multi-Factor Authentication
MFA on all tax software, email, and remote access. Prevents attackers from accessing client data with stolen credentials.
Tax Season Security Monitoring
Increased monitoring during tax season when attacks targeting tax professionals spike. Alert-based response to suspicious activity.
Secure File Sharing
Replacing email attachments with secure, encrypted client portals for document exchange. Reduces breach risk and improves client experience.
Cyber Insurance Readiness
We help accounting firms qualify for and maintain cyber liability insurance with documented security controls and annual reviews.
Other Industries We Serve
Accounting Firm Cybersecurity FAQ
What IRS cybersecurity requirements apply to accounting firms and tax preparers?
The IRS requires all tax professionals to have a written data security plan (WISP) under the Gramm-Leach-Bliley Act. This includes a documented risk assessment, access controls, encryption of client financial data, secure disposal of records, employee training, and an incident response plan.
Why are accounting firms targeted by cybercriminals?
Accounting firms hold client Social Security numbers, financial records, tax returns, and bank account information—everything needed for identity theft and fraud. A breach at one accounting firm can affect dozens or hundreds of clients. Tax season is especially high-risk.
What is the IRS Written Information Security Plan (WISP) requirement?
The IRS requires all tax preparers to maintain a WISP—a formal document describing how client data is protected. The plan must cover data inventory, risk assessment, physical and electronic safeguards, employee training, service provider oversight, and incident response procedures.
Do accounting firms need cyber insurance?
Yes. Accounting firms face significant liability from data breaches because of the volume of sensitive client financial data they hold. Professional liability policies typically don't cover cyber breaches—a separate cyber liability policy is needed.
Protect Your Clients & Your Practice
Text SECURE to (406) 382-9207 or email brady@phenicie.com for a free accounting firm security review. IRS compliance and cyber insurance readiness included.