Cybersecurity & Managed Security Services for Accounting, CPA & Tax Firms
Accounting and tax firms hold a goldmine of sensitive data — Social Security numbers, bank details, and full financial profiles — which makes you both a prime target and a regulated one. cAIberOps helps accounting, CPA, and tax firms across Northern Virginia, Washington D.C., and Maryland protect client data and meet the FTC Safeguards Rule and IRS security requirements.
Protecting client data is now the law, not just good practice
Under the Gramm-Leach-Bliley Act (GLBA), any business that provides financial products or services (including tax preparation and accounting) is legally classified as a "financial institution." This means you are subject to the FTC Safeguards Rule, which requires you to develop, implement, and maintain a comprehensive written information security program (WISP). Since June 2023, compliance is no longer optional — it is a strict mandate.
Furthermore, the IRS requires all tax professionals to have a written information security plan (IRS Publication 4557 and 5708) as part of their PTIN certification. When you sign your PTIN renewal, you are legally attesting that you have a WISP in place. Failure to comply can result in severe FTC penalties, the loss of your PTIN, and civil liability in the event of a data breach.
cAIberOps bridges the gap between regulation and implementation. We provide the enterprise-grade tools, technical controls, and cybersecurity expertise required to meet the FTC Safeguards Rule and IRS WISP requirements, ensuring your firm stays compliant and your client data stays locked down.
What the FTC Safeguards Rule expects
Core controls — The Rule specifically calls for multi-factor authentication, encryption of client data, access controls, ongoing monitoring, security awareness training, and oversight of your IT and service providers.
Risk beyond fines — Accounting and tax firms are heavily targeted by phishing and account-takeover scams aimed at stealing refunds and client identities, especially during filing season.
How cAIberOps Protects Your Firm
Email Security
AI-driven phishing and account-takeover defense (powered by Check Point Harmony) that stops the email scams and fake-client attacks aimed at accounting and tax firms.
Endpoint Protection & Response (EDR/MDR)
Behavior-based defense against ransomware and malware on every computer in your practice, helping satisfy the FTC Safeguards Rule's monitoring requirements.
24/7 Threat Monitoring & Incident Response
Continuous monitoring, quarantine management, and rapid containment so a suspected breach is stopped and documented quickly.
Dark Web Monitoring
We continuously scan dark web marketplaces and breach data for your firm's leaked credentials, so stolen logins are reset before attackers reach client tax and financial data.
Security Awareness Training & Phishing Simulation
Required by the FTC Safeguards Rule and your WISP — we run ongoing security awareness training and simulated phishing so your staff can spot the attacks aimed at your firm.
Managed Secure Browsing
Protect staff from malicious websites and drive-by downloads with managed secure browsing that blocks threats at the point of click.
Why Accounting & Tax Firms Choose cAIberOps
1,000+ incidents resolved — real-world experience with phishing, business email compromise, malware, and ransomware.
Industry-leading platforms — deep experience across Microsoft Defender, SentinelOne, CrowdStrike, and Check Point Harmony.
No long-term contracts — simple annual or month-to-month plans with transparent pricing and no setup fees.
Local to Northern Virginia — serving accounting, CPA, and tax firms across Virginia, Washington D.C., and Maryland.
Clear communication, no black boxes — plain-English reporting and a dedicated team that knows your environment.