In an era of increasing cyber threats, safeguarding your clients’ financial data is paramount. Cybersecurity isn’t just an IT issue—it’s integral to maintaining trust and credibility in your practice. CountingWorks PRO embeds robust cybersecurity features into its platform, ensuring that your data is protected from emerging threats while you focus on delivering expert financial advice.

Understanding the Cybersecurity Landscape

Accounting firms handle highly sensitive information, making them prime targets for cyberattacks such as phishing, ransomware, and data breaches. A single security lapse can damage your reputation and compromise client trust. With cyber threats evolving constantly, adopting best practices is crucial.

Key Cybersecurity Practices with CWP

CountingWorks PRO is designed with security in mind. Here’s how you can fortify your practice:

• Multi-Factor Authentication (MFA): CountingWorks PRO supports multi-factor authentication (MFA), ensuring that users verify their identity through multiple steps before gaining access. Rather than relying solely on a password, MFA requires an additional verification—such as an OTP sent to a mobile device or a code from an authenticator app—which significantly strengthens your defense against unauthorized access. Layered security protects sensitive financial data and keeps you compliant with IRS cybersecurity requirements. For more detailed information on these requirements and best practices, please refer to IRS Publication 1075.
• Regular Security Updates: CountingWorks PRO is committed to keeping your clients’ data safe by automatically updating its security protocols on a continuous basis. Should a potential issue be detected, we promptly apply the necessary patches to ensure that your platform is always protected by the latest security measures. Our proactive security measures mean you never have to worry about outdated defenses, giving you peace of mind and allowing you to focus on serving your clients.
• Secure Messaging: CountingWorks PRO’s secure messaging system takes client confidentiality seriously. Instead of displaying full message content in an email—which could be intercepted—our system sends a notification to both tax professionals and clients when a new message arrives. To view the actual content, both parties must log into the secure ClientHub portal. This two-step process ensures that sensitive communications remain protected within a controlled, encrypted environment, so you can focus on delivering exceptional service with confidence.
• Employee Training: Effective employee training is your first line of defense against cyber threats. CountingWorks PRO offers resources designed to educate your team on identifying phishing scams, suspicious emails, and other common cyber risks. We regularly send email blasts regarding common phishing scams to raise awareness in your office. By keeping your team informed, you empower your employees to become cyber defenders, of sorts, safeguarding sensitive financial data every day.

Real-World Example

Effective employee training is a critical component of safeguarding your firm’s sensitive data. According to an AICPA report, “nearly 80% of accounting professionals agree that regular cybersecurity training is essential to preventing data breaches.” This isn’t about following checklists—it’s about equipping your team with the knowledge to spot phishing scams, recognize suspicious behavior, and adhere to secure practices every day.

CountingWorks PRO supports your efforts. We believe that by investing in ongoing education, you not only reduce the risk of security incidents but also build a culture of vigilance that reassures clients their financial data is in safe hands. In an industry where a single security lapse can have significant consequences, empowering your team through continuous training is one of the smartest moves you can make.

Learn more about how our secure systems can protect your practice with a CountingWorks PRO 3.0 demo.