SECURE

Cybersecurity Protection

Making sure employees don't take your clients information or the entire client when they leave and go to another firm.

Protect your most valuable asset - your client relationships and their sensitive financial data - from both external threats and internal risks.

The Threats You Face Every Day

CPA firms are prime targets because of the valuable financial data they handle.

Employee Data Theft

Employees taking client lists, financial data, or entire client relationships when they leave for competitors.

Ransomware Attacks

Hackers encrypting your files and demanding payment to unlock them, often during tax season.

Compliance Violations

Failing FTC Safeguards Rule requirements and facing hefty fines and reputation damage.

The Stakes Are Higher Than Ever

60%

of small businesses close within 6 months of a cyber attack

$4.45M

average cost of a data breach in 2023

95%

of successful cyber attacks are due to human error

How We Protect Your Firm

Comprehensive security that protects against both external attacks and internal threats.

Monitor and control what data employees can access and copy

Automatic alerts when someone tries to download large amounts of client data

Secure file sharing that tracks who accessed what and when

Exit procedures that immediately revoke access when employees leave

Regular compliance audits to ensure you meet all requirements

Employee training to recognize and avoid security threats

Real Story: How We Saved a Firm $2.3 Million

An American CPA firm came to us after discovering that a departing employee had downloaded their entire client database, including tax returns, financial statements, and contact information for over 500 clients.

The employee was planning to start a competing firm and had already begun reaching out to clients. Without proper monitoring in place, this theft went undetected for weeks.

Our solution: We implemented data loss prevention systems that would have immediately flagged the unusual download activity. We also helped them with legal documentation to recover their client relationships.

Result: They retained 95% of their clients and avoided an estimated $2.3 million in lost revenue.

Don't Wait Until It's Too Late

Every day you wait is another day your firm is vulnerable. Let's discuss how to protect your most valuable assets.

Get Security Assessment Emergency Line: (985) 900-4544

Free security audit • Immediate threat assessment • Same-day response available