FOR ACCOUNTING & TAX FIRMS
- CPA firms
- Tax preparers
- Bookkeeping firms
- Enrolled agents
Busy season handled, client data protected, and your security plan in writing.
AI & automation, managed IT & cybersecurity, and training for accounting and tax firms, built by a cybersecurity team.
What accounting & tax firms are up against
Busy season runs on chasing.
- Document requests sit unanswered until deadline week.
- Intake and billing get retyped.
You hold exactly what criminals want.
- Client Social Security numbers and financial records.
- Federal rules expect a written security program.
Seasonal staff need access fast.
- Tax-season phishing gets more convincing every year.
- AI tools and client data need clear rules.
01 / AUTOMATE · AI & AUTOMATION
How AI & automation works for accounting & tax firms
Five foundations, each aimed at a place accounting & tax firms lose time or money. Built by a security team and measured in your own numbers.
WHAT WE CAN DO FOR YOU
Everything we can automate for accounting & tax firms
Organized by the five foundations. Start with one, add more as it works.
- Quick win: Most businesses start here.Most businesses start here.
- Bigger build: More integration work, usually part of a larger plan.More integration work, usually part of a larger plan.
- Managed partner tool: We set up and manage a specialized, vetted tool under our Secure Build Standard.We set up and manage a specialized, vetted tool under our Secure Build Standard.
WHAT CHANGES FIRST
- SERVE CUSTOMERS
Clients know where things stand without calling
- RUN THE BUSINESS
More work through busy season
- GET CUSTOMERS
Respond to every inquiry the same day
- GET PAID
Invoices paid sooner
- GET FOUND
Be the firm they've already read
02 / PROTECT · IT & CYBERSECURITY
How we protect accounting & tax firms
We protect client data, run your IT through busy season, and help you build and maintain the written security program the rules call for.
Threats we see in accounting & tax firms
Tax-season phishing
Emails posing as clients, the IRS, or software vendors.
Account takeover of tax software and portals
Stolen logins used to file or steal data.
Ransomware at deadline
Locked files in the busiest weeks of the year.
Seasonal access that never gets removed
Temporary staff keep access after they leave.
What we run for you
What you get every month
- Monthly security summary
- MFA and access review
- Backup status
- Training completion for your WISP records
03 / EMPOWER · TRAINING
How we train accounting & tax firms teams
Training mapped to the federal rules for tax and financial firms, with records your WISP needs.
For your people's careers: certifications and mentorship through the Cyber6 Academy
Visit the Academy →Rules accounting & tax firms have to follow, and how we help
FTC Safeguards Rule (GLBA)
What it asks for: A written information security program, a qualified individual, risk assessment, MFA, encryption, training, an incident response plan, and FTC notification for certain breaches.
How Cyber6 helps: WISP, controls, training, and response support.
ProtectEmpowerIRS Publication 4557 and a written information security plan
What it asks for: IRS guidance for tax professionals on protecting taxpayer data.
How Cyber6 helps: WISP creation and maintenance.
ProtectState data breach laws
What it asks for: Notification after certain breaches.
How Cyber6 helps: Incident response plan and support.
ProtectCyber insurance requirements
What it asks for: MFA, endpoint protection, backups, training.
How Cyber6 helps: Gap closing and evidence.
ProtectEmpower
Requirements depend on your size, location, and situation. We help you work toward them and keep the evidence; we're not your attorney or auditor, and we don't certify compliance.
A day at an accounting firm, with Cyber6 in the background
EXAMPLE
8:00 AMAutomate
Twelve clients are missing documents.
Each gets a checklist and secure upload link without anyone chasing.
2:15 PMProtect
A 'client' emails a link to 'updated W-2s.'
It's flagged as phishing before anyone clicks.
2:20 PMEmpower
A seasonal preparer reports it.
Onboarding training covered exactly this.
One partner, so nothing falls between vendors.
Built secure
Every automation is built to our Secure Build Standard and watched by our security team.
WHAT EVERY PLAN INCLUDES
Every plan includes the same support.
- 01
Discovery and baseline
We record your starting numbers before anything changes.
- 02
Build and connect
We connect the tools you already use, built to our Secure Build Standard.
- 03
Testing before launch
Every workflow is tested against real scenarios before customers see it.
- 04
Team training
Your team learns how it works and what to do when something needs a person.
- 05
Monitoring
We watch your automations after launch, not just at setup.
- 06
Monthly results report
Plain-English results against your baseline from Cyber6 Core.
- 07
Changes and improvements
Adjustments as your business changes as part of your plan.
- 08
Documentation and your data
Every workflow is documented, and your data can be exported if you ever leave.
SUPPORT AFTER LAUNCH
A real team behind it.
Who you talk to
A named point of contact who knows your business.
How fast we respond
Standard service levels by priority, with urgent issues answered within minutes during business hours.
What we watch
Failed messages, broken connections, and unusual activity are flagged to our team, and we fix or escalate them.
Start with one pillar or combine them. Combined plans get one point of contact and one report.
Questions from accounting & tax firms
Yes. We write your written information security plan and keep it up to date.
Yes. We support the major tax platforms, and we'll make yours work.
Yes. Access is set up quickly with limits and removed when the season ends.
Yes. We can serve as your qualified individual and report to you on your program.
Every plan comes with a clear written agreement and standard service levels. We'll walk through the terms on your discovery call.
It depends on your business and the systems involved. Quick wins go first, and we'll give you a timeline after the discovery call.
It's yours. We export your data and workflow documentation and remove our access.
No. Most businesses start with one foundation and add more as results come in.
Don't see it? Ask.
If a task is repetitive, follows a pattern, and lives in your phones, inbox, calendar, or software, we can likely automate it. If we can't, or shouldn't, we'll tell you.
- It happens often
- It follows a pattern
- It uses tools you already have
Marquis Carroll, Founder & CEO, has 15 years in IT and cybersecurity. He builds every automation the way he'd secure it.