Accounting and financial services
Protect client trust, through tax season and every audit.
Accounting firms, bookkeepers, financial advisors and lenders hold exactly what attackers want: tax records, banking details and client IDs. Phishing spikes around tax season, and regulators and clients expect proof that data is protected.
We give financial offices strong, documented controls without slowing down the busy season.
What's included
Email and phishing protection
Filtering, SPF, DKIM and DMARC, and protection against fake CRA and client emails.
Secure client file sharing
Encrypted portals and links instead of email attachments.
Backup and encryption
Encrypted laptops and tested backups of client files and accounting software.
Audit-ready reporting
Evidence for auditors, insurers and regulators such as OSFI B-10 and PCI DSS.
What makes us different
- Deep understanding of financial compliance requirements
- Support for QuickBooks, Sage, CaseWare and Microsoft 365
- Clear reporting that bridges IT, risk and audit
Who we work with
- Accounting and bookkeeping firms
- Financial advisors and planners
- Mortgage lenders, credit unions and fintechs
Start with a 30-minute call
We'll look at how your office runs today and tell you what we'd change first.
More industries
- Healthcare and dental clinicsDental, medical, physiotherapy, veterinary and pharmacy: secure records and stay audit-ready.
- Legal and law firmsProtect case files and privilege, pass client security reviews and stay online.
- Real estate and insurance brokersStop wire fraud and protect client documents for agents working on the move.
- Construction and engineeringLarge files, job sites and multiple offices, connected and protected.