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For CPA & accounting firms

Cybersecurity review for CPA and accounting firms that rely on client documents, invoices, and email trust.

CyberBit helps accounting firms organize common website, email, domain, workspace, and account-security signals tied to client document exchange, invoice workflows, tax-season phishing, and payment-instruction trust. The review is practical guidance, not tax, legal, financial, or compliance advice.

Start Free Website, Email & Domain CheckStart Website, Email & Domain Security Snapshot - $199

Why it matters

Accounting firms run on email trust, document exchange, and clear client communication.

Tax-season pressure, invoice workflows, and client portals can make small firms attractive targets for impersonation and confusion. CyberBit helps turn visible signals and account basics into a prioritized fix list.

Tax-season phishing pressure

Busy client communication windows make it important to know whether email and domain signals are aligned.

Client document exchange

Portals, upload links, and document handoff processes should be reviewed for clear ownership and safer guidance.

Invoice and payment instruction trust

Spoofing-resistant email and clear provider notes can help reduce avoidable confusion around payment messages.

Domain spoofing resistance

SPF, DKIM, DMARC, and DNS signals are important for firms whose clients rely on email authenticity.

Microsoft 365 / Google Workspace basics

Admin access, MFA, forwarding rules, and recovery paths are practical places to reduce account risk.

Account recovery documentation

Documented recovery and access ownership helps keep urgent client work from becoming an access scramble.

Common risk areas

What CyberBit can review for a CPA or accounting firm.

The review focuses on public-facing website, domain, email, and scoped workspace/account signals that affect client trust and vendor handoff.

Website HTTPS and public security signals

Domain/DNS configuration indicators

SPF, DKIM, DMARC, and spoofing-resistance signals

Website security-header signals

Public contact and form handling observations

Microsoft 365 / Google Workspace baseline guidance where in scope

MFA, admin-account, and account-recovery hygiene

Vendor-ready next steps for a web host, DNS provider, email provider, IT provider, or software vendor

Recommended path

Review what is unclear. Fix what is known. Track what changes.

Use the Snapshot to clarify public website and email findings before a busy season. Request Cleanup for one known module, or a Sprint for broader account and provider work. Watch adds ongoing external visibility after the baseline is agreed.

Choose the service that matches your current need. A known fix can go directly to scope review; External Security Watch starts after an agreed baseline.

2

$199

Website, Email & Domain Security Snapshot

A human-reviewed public-facing report with prioritized findings, plain-English business impact, and provider-ready next steps.

Start the Security Snapshot
3

$750

Focused Security Cleanup

One defined Email Trust Setup or Website Trust Cleanup module, with one recheck and before/after handoff notes.

Scope a focused cleanup
4

From $1,500

Business Security Remediation Sprint

Fixed-scope implementation or handoff support after a Snapshot, scan, questionnaire, known security gap, or messy website takeover.

Scope a remediation project
5

$99/month or From $499/month

External Security Watch

After an agreed baseline, choose automated public-signal alerts or monthly human validation, a briefing, evidence history, and a provider escalation note.

Discuss ongoing oversight

Clear boundaries

What CyberBit does not do.

The review is defensive, practical, and scoped. It is designed to help business owners understand common public-facing and account-security signals without unsupported claims.

  • No claim that the business has been breached based only on public-facing signals.
  • No penetration testing or exploit attempts in the standard Snapshot.
  • No request for passwords, recovery codes, API keys, or private credentials through forms or email.
  • No legal, compliance, insurance, medical, tax, financial, or managed IT replacement.
  • CyberBit only reviews systems the requester owns or is authorized to review.
  • No guaranteed security claims.