Cybersecurity for Accounting, CPA and Tax Firms
Tax returns, bank statements and Social Security numbers arrive in your inbox week after week, which is why tax professionals are a standing target. cAIberOps runs managed email, endpoint and AI security that supports the FTC Safeguards Rule controls your written information security plan describes, and documents them monthly; coverage depends on the activities performed, and your advisor decides. Nationwide, including Washington DC, Northern Virginia, and Maryland.
What the FTC Safeguards Rule and the IRS ask about
The Safeguards Rule's required elements and the IRS's guidance for tax professionals name specific controls. We run the technical ones; your WISP stays yours.
Technical safeguards
Encryption, MFA, endpoint protection and email filtering are among the controls commonly asked about. Managed email and endpoint protection, plus the posture report on your tenant's MFA and forwarding rules, are the practical form.
Monitoring and incident response
Monitoring of safeguards and a written incident response plan are among the elements commonly asked about under the rule. The monthly report evidences the monitoring; our investigation write-ups feed the plan.
Service providers and AI
Overseeing service providers and controlling how client data is used are both in scope. We are one vendor with a clear agreement; AI security keeps client data out of personal AI accounts.
We run controls that support these frameworks and document what we did. We do not certify, audit, write your policies or guarantee compliance; that is your assessor's or counsel's role.
Accounting businesses we protect
CPA firms
Tax season volume, client portals and staff who open each attachment because the client asked. Attachment cleaning delivers a safe copy; the quarantine review catches the rest.
Tax preparation firms and enrolled agents
Identity theft refund fraud starts with your client list. Account takeover detection, dark web monitoring for leaked credentials and endpoint protection on the preparer's workstation.
Bookkeeping services
Bank logins, payroll files and vendor invoices for several clients on one laptop. Endpoint protection with ransomware rollback and web threat protection for the portal links.
Payroll providers
Direct-deposit change requests by email are the classic fraud. The quarantine review and account takeover detection make the fake request visible before it is processed.
How cAIberOps (SY-ber-ops) protects you
Three managed services, priced per user or per endpoint, the same in each sector.
Managed Email Security
Zero-day sandboxing, attachment cleaning, click-time link checks and account takeover detection on Microsoft 365 or Google Workspace, with the quarantine reviewed seven days a week and whatever gets through investigated with no time cap. Starts at $6.40 per user per month.
Managed Email SecurityManaged Endpoint Protection
Anti-ransomware with file rollback, behavioral analysis, sandboxing for downloads and USB control on each device, with alerts investigated by us. Starts at $8 per endpoint per month.
Managed Endpoint ProtectionManaged AI Security
Discovery of the AI tools your staff use, data loss prevention for prompts and uploads, and policy enforcement, so client data stays out of personal AI accounts. Starts with a free Shadow AI Discovery.
Managed AI SecurityOptions such as Security Awareness Training and Dark Web Monitoring are added to a managed service and quoted on the call. See the full list of options on the Services page.
Starts-at prices: the email figure reflects the current offer, with terms on the Managed Email Security page; endpoint and bundle coverage is scoped on the call. Monthly prices, billed yearly.
Why accounting and tax firms choose cAIberOps
- Price-beat guarantee on licenses: send the written quote you hold and we beat it, like for like
- No onboarding fee, no multi-year contract, simple yearly subscription
- Human review of the quarantine seven days a week, with no time cap on investigations
- SaaS security posture report of your Microsoft 365 or Google Workspace tenant in the first 90 days, no charge
- One monthly report written for your insurer, your clients' questionnaires and your board
- Plain-English answers from the people who run your tools, 24/7 support
Start with a 15-minute call
Tell us how many people and devices you have, what you run today and what your clients or insurer have asked for. We come back with a scope and a price, or a beaten quote if you only need the license.
Talk to us about Safeguards Rule controls
Nationwide, remote delivery. McLean, VA.
Questions from accounting and tax firms
What size businesses do you work with?
Small and medium businesses and nonprofits, typically 10 to 500 employees, nationwide. Pricing is per user or per endpoint, so a 12-person firm and a 300-person firm pay the same rate.
Do you write our WISP?
No. We run and document the technical safeguards it describes. We do not write compliance policies, WISPs or System Security Plans. The one policy we do write with you is the AI acceptable-use policy, as part of Managed AI Security, because we enforce it. Running the risk assessment is your work or your advisor's.
Do you require long-term contracts?
No. A simple yearly subscription with no onboarding fee and no multi-year contract.
Can we start just before tax season?
Yes. Email protection connects through the tenant's API with no MX change, the assessment runs in Monitor only for two weeks, and onboarding is two sessions.
Talk to us about security for your firm.
One call, 15 minutes, no slides. Managed services priced per user or per endpoint, or a beaten quote on the license alone.