Tax Consulting & Auditing
Financial data and client files are sensitive. We secure systems, access, and email.
Risks for Tax Consultants
CEO Fraud & Fake President
Attackers impersonate CEOs and request urgent wire transfers. Tax consultants are preferred targets due to access to financial systems.
Unsafe Archiving
If archiving is messy, overview is lost and data gets misplaced.
Client Phishing
Attackers compromise tax consultant email accounts and send fake invoices or payment instructions to clients.
What your firm has to follow
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DSGVO
Client data is strictly protected. If anything is lost, you have to report it and you're on the hook.
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Professional confidentiality
What clients share with you stays confidential. Your IT has to make sure no outsider can read along.
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Record retention
Client records must be kept safely for up to 7 years. Digital, readable, easy to retrieve when needed.
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FinanzOnline and authority access
The logins to government portals on behalf of your clients are highly sensitive. Anyone getting in can do serious damage.
How we help you
Device protection for tax firms
- Monitoring of DATEV, BMD, RZL and other tax software
- Email security against CEO fraud
- Ransomware protection for client files
Secure Archiving
- Structured storage and clear access
- Long-term archiving when needed
- Immutable backups