For accounting firms
Phishing Protection for Accounting and Tax Firms
Accounting firms hold exactly what identity thieves want. SavvyShield protects staff when a “new client,” a fake tax portal, or a deadline-day request tries to get a password or a download, and trains them in the moment so the next one is easier to spot.
- Stops credential theftSteps in before passwords reach a fake tax software, portal, or email sign-in page.
- Ready for tax seasonProtection and practice that keep up with deadline-driven phishing.
- Supports your WISPTraining and simulation records for every person, without extra admin work.
The risk
Why Accounting Firms Are Prime Targets
Tax returns, Social Security numbers, bank details, and client financials make accounting and tax firms some of the most valuable targets in any town. According to the IRS, tax professionals reported nearly 300 data breaches in the first half of 2025 alone, affecting as many as 250,000 clients.
The IRS and its Security Summit partners keep warning tax pros about phishing and the “new client” scam, and stolen practitioner credentials are used to file fraudulent returns in clients’ names.
How it happens
The Requests Look Like Normal Work
- The new client scam. A prospective client sends “their tax documents” as a link or attachment that leads to a fake sign-in or malware.
- Software and portal lookalikes. Messages that imitate tax software, client portals, or the IRS lead to convincing credential pages.
- Seasonal pressure. Filing deadlines, extensions, and W-2 season give attackers a reason to rush people past checking.
Each one ends with someone signing in, downloading a file, or approving access in the browser. That is the step SavvyShield protects.
How SavvyShield helps
Protection Through Tax Season and Beyond
- Real-time protection. The browser extension checks links as they open and steps in on fake sign-in pages and malicious downloads.
- Realistic practice. Simulations in email and the browser use what administrators tell us about the firm and its departments.
- Short lessons. Every catch or missed simulation becomes a two-minute lesson on that exact technique.
Compliance
Support for Your Written Information Security Plan
Under the FTC Safeguards Rule, tax and accounting professionals must maintain a written information security plan (WISP), and the rule expects staff to receive security awareness training. SavvyShield keeps a record of training, simulation results, and real-world catches for every person, which helps show that training is happening and working.
It deploys through Google Admin or Microsoft Intune with no new infrastructure, smaller firms can buy online in minutes, and larger firms can start with a guided pilot.
Explore the platform
One loop, four ways to cut human risk
Protection catches real threats, simulations test, lessons teach, and measurement shows what changed. Each part makes the next one smarter.
- Defense in real timeBlocks risky actionsSpots social engineering as it happens and steps in before the click becomes an incident.
- Short micro lessonsTrains in the momentA two-minute lesson lands right after a risky moment, tied to exactly what happened.
- Adaptive by designLearns your weak spotsAI maps where each person is exposed and aims realistic simulations right there.
- Zero workloadAutomates everythingNo campaigns, scheduling, or content calendar. Your team gets the results without the work.
