Have A Question? Call Us At (830) 265-4200
The Most Cost-Effective Training Program For Keeping Your CPA Firm Secure
How It Works
1. Initial Setup

1. Initial Setup

Once you’ve enrolled, we’ll have you fill out a basic form with the names of your staff and email addresses. We will also have you or your IT do a one-time step to whitelist our email servers to ensure no emails get sent to spam.

2. Baseline Phishing Test

2. Baseline Phishing Test

We’ll conduct a baseline phishing test to establish what percentage of your team is phish-prone before starting the training.

3. Security Awareness Training

3. Security Awareness Training

We will coordinate a date with you to begin the Security Awareness Training for your staff. They’ll receive an email from us on how to get started. The training is about an hour and is done by each individual at their own pace. After completion, we’ll issue a certificate for CPE credit. 

4. Ongoing Phishing Tests And Security Tips

4. Ongoing Phishing Tests and Security Tips

We will send out CPA-relevant phishing tests to your staff each month as well as Security Hints and Tips based on industry trends and current events to keep you and your staff up-to-date. Any suspected phishing emails can be easily reported with our Phish Alert Outlook add-in.

What Some Of Our Clients Say: 

Highly Recommend”

“After going through the training, we were surprised at how much we learned. My staff now realize how important it is for them to take security seriously and to be vigilant on the web and in their inbox. They now report phishing emails promptly using the Outlook button! I highly recommend all CPA firms go through this training!”

Laura Cannon, Laura Cannon CPA

“I felt validated taking the training and learning to recognize these attacks when the owner of a CPA firm in our complex came by to warn us their whole office had been hit with ransomware and their computers were locked up.”

Eric Brink, Padgett Business Services

Our clients expect us to keep their information secure”

“In today’s cyber world, it is critical that we stay on top of everything that is happening with respect to securing information. Keeping our client’s information secure is of the utmost importance to us, and that requires keeping our staff up to date with the latest training. Without a doubt, the client’s expectation is that their information is secure – it’s up to us to keep it that way.”

Erin Anker, Phillips Anker PC

Have A Question That Was Not Answered Here?

Call us at (830) 265-4200

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