Compliance
Evaluate adherence to regulations, audit readiness, governance documentation, and risk management policies.
72
%
struggle with access control sprawl
59
%
report limited monitoring of client data access
55% of CPA firms experienced a cyber attack in 2025
Clients trust you with personal and financial records. One breach can trigger malpractice claims and lost business. Mature controls keep books balanced and reputations strong.
TRUST
CPA Firms Run on Customer Trust
It takes just one overlooked control to unravel years of credibility. Are you sure every policy, patch, and person is ready when it counts?
Top Risks for CPA Firms
Stay ahead of ransomware, wire‑fraud scams, and vendor breaches with accounting‑ready defenses.
|
Top Risks
|
Pain Points
|
Solutions
|
|---|---|---|
|
Ransomware and Data Extortion
|
Encrypted tax files, missed filing deadlines, public leaks. |
Immutable backups, 24 × 7 MDR, recovery playbooks. |
|
Business Email Compromise and Wire Fraud
|
Diverted refund transfers and payroll theft. |
Mail‑flow analytics, MFA rollout, phishing simulation. |
|
Third‑Party Software Breaches
|
Compromised practice‑management or billing platforms leak PII |
Third‑party risk monitoring, contract reviews, access audits. |
|
Insider Threat and Misdelivery
|
Accidental or malicious release of client data. |
Data‑loss prevention, least‑privilege enforcement, user training. |
|
Regulatory Non‑Compliance (FTC Safeguards, IRS Pub 4557)
|
Fines, lost clients, insurance denial. |
Formal risk assessment, policy refresh, audit‑ready evidence. |
Working With ForgepathForgepath delivered outstanding service on our network and app security tests.
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Working With ForgepathForgepath separates themselves from the rest as they’re a true security partner.
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Stop CPA Firm Cyber Risks in Their Tracks
Explore Forgepath service lines that protect client trust and meet FTC Safeguards Rule obligations.
Top Services for CPA Firms
Managed Detection and Response (MDR)
Twenty‑four seven SOC monitoring with education‑specific detection rules that cut attacker dwell time to minutes.
Risk Assessment & FTC Safeguards Gap Analysis
Identify gaps against the FTC Safeguards Rule and IRS Pub 4557, then receive a clear remediation roadmap.
Incident Response Retainer
Rapid forensics, ransomware negotiation guidance, and regulator‑ready reporting to meet breach‑notification timelines.
Third Party Risk Management as a Service
Assess and monitor payroll, tax, and cloud‑storage vendors to prevent supply‑chain breaches.
SCORE
Security, Compliance, Operations, Risk Evaluation
Built on expert interviews and continuous industry research, SCORE quickly identifies security gaps and resilience issues—delivering a graded report to guide smarter cybersecurity decisions.
Operations
Review security operations including response readiness, staff awareness, asset control, and SOC monitoring.
Risk
Quantify probable loss for risks identified in business continuity, vendor dependencies, internal vulnerabilities.
Security
Identify gaps in AI security, application architecture, data privacy, and access management.
Evaluation
Measure overall security maturity, benchmark posture against industry standards, and prioritize remediation efforts based on business impact.
Take The Next Step
Protect Client Trust Year‑Round
Book a strategy call to close Safeguards gaps, stop wire‑fraud schemes, and keep every filing on track.
