Client Identity
SSNs, addresses, payroll records
Enough information to fuel fraud, identity theft, and client panic.
Cybersecurity for CPA Firms
Your secure portal is not enough.
Your firm holds tax returns, Social Security numbers, investment details, payroll records, and high-net-worth client data. Cybercriminals know it — and the portal only protects one piece of the system.
The Real Risk
CPA firms hold disproportionately valuable data.
Most firms are not giant enterprises, but the information they store is exactly what attackers want. A breach can mean dark-web exposure, fines, lost trust, operational shutdown, and potential licensing consequences.
Financial Exposure
Tax and investment details
Your highest-value clients become the most attractive targets.
Firm Continuity
Revenue, reputation, licensing
One event can disrupt tax season and damage years of trust.
The Portal Gap
The portal is protected. The paths to it may not be.
Think of your portal like an alarm system on a house. It tells you something happened. It does not automatically guard the fence, patrol the yard, secure the doors, or remove the intruder.
Secure PortalOne protected destination
Personal DevicesHome laptops, unmanaged downloads
Email AccountsPasswords, phishing, access links
Home NetworksUnsecured routers and Wi‑Fi
Employee HabitsNegligence, shortcuts, unknown risk
Droptine Coverage
Three layers of defense around client data.
01
Email Security
Protect access points, reduce phishing exposure, and lock down the accounts attackers target first.
02
Device Security
Manage the computers and laptops employees use to access firm data — including remote and personal-device risk.
03
Portal + Data Controls
Make sure downloads, access, backups, monitoring, and response processes match the value of the data.
CPA Security Check
Questions every CPA firm should be able to answer.
If the answer is “I’m not sure,” the firm has a blind spot worth fixing before attackers find it.
- Do employees access client portals from personal devices?
- Can employees download sensitive client files locally?
- Are email accounts protected beyond passwords?
- Are home networks part of your risk model?
- Do you know what happens when a device is lost or compromised?
- Can you prove cyber insurance requirements are being met?
After Droptine
Sleep at night knowing the whole system is defended.
Protected client trust
Reduce the odds of your clients’ most sensitive information ending up exposed.
Insurance readiness
Align controls with what underwriters and regulators increasingly expect.
Operational confidence
Know who has access, where data goes, and how your firm responds.
Next Step
Find out where your firm is exposed.
Start with a practical conversation about your portal, devices, email, and data access.