Built for Accounting Firms
AI Automation & Cybersecurity for Accounting Firms
Survive tax season with fewer bodies. Survive the next wave of phishing campaigns with actual defenses.
Accounting firms carry more sensitive client data than almost any other kind of small business — full financials, Social Security numbers, banking details, payroll records — and most of it is sitting in a stack of tools that grew organically over a decade. Tax season makes all of it worse: document chase, onboarding backlog, reminder emails, and staff stretched thin. Meanwhile, attackers specifically target accounting firms because the data is exactly what they want.
We help small and mid-size firms survive both. Automations to handle the repetitive client-communication and document work that eats up tax season, and security work aligned to the FTC Safeguards Rule and IRS Publication 4557 requirements that apply to every firm with tax clients.
Where the hours and the risk are hiding
The problems we see on almost every accounting firm engagement.
Document collection is a full-time job during tax season
Chasing 1099s, W-2s, prior-year returns, and the "one more thing" from every client burns out staff and slows down returns. Automated document request sequences, portal reminders, and missing-item alerts reclaim most of that time.
Client onboarding is slow and inconsistent
Every new client is a round of engagement letters, intake forms, portal invites, and password resets. Automated onboarding handles all of it the moment a prospect signs — so your team starts with organized data instead of building it from scratch.
Firm data is a high-value target
FTC Safeguards Rule and IRS Publication 4557 both require every tax preparer to maintain a written information security program — and both are actively enforced. More importantly, attackers target accounting firms specifically because they store the exact data used to file fraudulent returns and open fraudulent accounts.
Your tech stack grew organically
Tax software, practice-management tool, cloud storage, client portal, engagement letter tool, CRM, accounting tool — most of them don't talk to each other. Custom integrations and automation can connect what matters and replace what shouldn't exist.
What we do for accounting firms
Scoped to your stack, your workflow, and your actual risk.
Client Onboarding & Engagement Letter Automation
Signed engagement letter triggers portal invite, intake forms, document requests, welcome email, and file structure — all before anyone on your team touches the account.
Document Request & Reminder Flows
Automated, persistent, polite document chase sequences — escalating through email, SMS, and staff alerts until the missing items come in. Tuned for tax season load.
FTC Safeguards / IRS 4557-Aligned Security Assessment
Written information security program gap analysis, external attack surface assessment, dark web credential monitoring, and cloud configuration review — mapped to the requirements that actually apply to your firm.
Phishing & Social Engineering Defense
Email authentication hardening (SPF/DKIM/DMARC), phishing-aware training for staff, and monitoring for domain impersonation — the real vectors attackers use against CPA firms.
Firm Dashboards & Workflow Visibility
Partner-level views of returns in progress, review queues, write-downs, and realization — pulled from your practice-management tool without spreadsheet gymnastics.
AI-Assisted Document Handling
Extract data from client-uploaded 1099s, receipts, and statements. Route documents to the right return. Flag inconsistencies. Save staff hours without risking accuracy.
Why accounting firms are a top attacker target
Tax preparers are covered by the FTC Safeguards Rule and IRS Publication 4557 — both of which require a documented security program. Enforcement has ramped up in recent years, with the IRS requiring firms to certify their security program annually and the FTC adding new breach notification obligations. More importantly, attackers specifically target CPA firms because the data enables immediate fraud: tax return filings, bank account opens, and identity theft at scale. We help firms meet both the regulatory bar and the real-world attacker bar.
Frequently asked questions
What tax and practice-management tools do you work with?
UltraTax, Lacerte, ProSystem fx, Drake, ProSeries, Karbon, Canopy, TaxDome, and the common accounting-side tools (QuickBooks, Xero, NetSuite). If it has an API or structured export, we can automate around it.
Can you help us meet FTC Safeguards Rule requirements?
We help you build and tighten the technical and operational security controls the Safeguards Rule requires — and we'll flag any gaps in your written program. For formal attestations, we work alongside your compliance attorney or CPA.
How do you price a security assessment for an accounting firm?
Every assessment is scoped individually — we give you a fixed quote before we start, based on the size of your firm and the applicable requirements. You get a written report mapped to those requirements, prioritized remediation, and a walkthrough call.
Can you help us get through the next tax season with fewer hours?
Yes — and that's usually our first project with accounting firms. We focus on the document chase, portal reminders, and onboarding handoffs — the things that consume the most staff time for the least professional value.
Is this worth it for a small firm?
The smaller the firm, the higher the leverage. One automation that saves a two-person firm six hours a week is saving them 15% of their working capacity. And the security work is required either way — better to have it done properly than discover the gap during an incident.
Core services we offer
The foundation of what we bring to accounting firms — mix and match to fit your operation.
Business Process Automation
Reports, data entry, onboarding, file handling — automate the back-office work eating your team's week.
Learn more →Sales Automation
Lead follow-up, CRM syncing, proposal generation, pipeline alerts — nothing falls through the cracks.
Learn more →Custom Apps & Integrations
Dashboards, internal tools, and integrations built to fit how your business actually runs.
Learn more →Cybersecurity Consulting
Security assessments, external attack surface analysis, and practical remediation plans.
Learn more →Other industries we serve
Let's talk about your accounting firm.
30-minute call. We'll walk through what's slow or exposed — and tell you honestly what would make the biggest difference.