Cybersecurity for CPA Firms: Don't Let Hackers Crash Your Busy Season
During tax season, every minute counts, and a cybersecurity breach can stop your firm in its tracks. In this insightful webinar hosted by TXCPA Houston, Matt Daniel, Founder and CEO of All in IT, shared practical strategies on cybersecurity for CPA firms to help accountants safeguard client data, avoid costly downtime, and maintain trust during their busiest time of year.
Watch the Full Webinar
Ready to safeguard your firm before tax season hits full swing? Watch the full recorded webinar below to hear Matt’s stories, practical advice, and expert insights into protecting your firm from cyber threats.
(NOTE: No CPE credit will be provided for viewing the recording.)
https://www.youtube.com/watch?v=QScl5WKwyVM
Key Highlights
Matt kicked off by reminding attendees that cybersecurity is not just an IT issue; it’s a company-wide responsibility. Drawing from real-life CPA tech horror stories, he illustrated how phishing emails, ransomware, and human error can cripple accounting firms both financially and personally.
From there, Matt outlined five quick cybersecurity wins every firm should prioritize:
Enable Multi-Factor Authentication (MFA) across all accounts and systems.
Implement email and website filtering to block phishing attempts before they reach your inbox.
Use a secure password manager instead of storing credentials in spreadsheets.
Keep systems up to date because outdated software is an open door for hackers.
Invest in cybersecurity awareness training to make every team member your first line of defense.
He also emphasized the importance of regular self-assessments, written security plans (WISP), and compliance with IRS Publication 4557 and the FTC Safeguards Rule, especially for firms handling sensitive taxpayer data.
Why It Matters for Your Firm
With 95% of breaches involving human error and nearly half of all cyberattacks targeting small businesses, proactive cybersecurity isn’t optional; it’s essential. As Matt put it, “Cybersecurity is a company issue, not just an IT issue.”
