For accountancy and bookkeeping practices
Cyber security for accountants. Protect client data from HMRC scams and fraud.
Protect client tax, payroll and bank data, stop HMRC and Companies House impersonation scams, and show clients, insurers and your professional body that your practice is secure.
- Stop HMRC impersonation and fake invoice scams
- Protect client tax, payroll and bank records
- Secure Xero, QuickBooks, Sage and Microsoft 365 logins
- Evidence for ICAEW, ACCA and GDPR requirements
“We were seeing increasingly convincing HMRC scam emails. We needed better protection without making everyday work harder for our team.”
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Certifications & partnerships
The real cyber risks facing accountancy practices
You hold the financial details of every client, which makes your inbox a target all year round.
HMRC & Companies House scams
Fake HMRC refunds and filing notices peak around self-assessment and year-end deadlines.
Payment & invoice fraud
Criminals impersonate clients or the practice to redirect payments and refunds.
Client data exposure
Tax returns, payroll and bank statements are valuable and covered by GDPR.
Cloud accounting logins
A stolen Xero, QuickBooks or Sage login exposes every client on it.
Professional body expectations
ICAEW and ACCA expect members to protect client information and records.
Ransomware at deadline time
An attack in January or at year end can stop filings and damage client trust.
Remote & hybrid working
Staff working from home or client offices need protected laptops and secure connections.
Third-party apps & suppliers
Payroll bureaus, practice software and add-on apps can all open a way in.
How we protect accountancy practices
Four stages, starting with the inbox that every client’s data passes through.
- 1Map client dataWe trace how documents arrive and where tax, payroll and bank data is stored.
- 2Lock down loginsMFA on Microsoft 365 and on Xero, QuickBooks, Sage and HMRC agent accounts.
- 3Stop impersonationEmail filtering, DMARC and training on HMRC, Companies House and fake invoice scams.
- 4Evidence and monitor24/7 monitoring and a security pack for clients, insurers and practice assurance reviews.
Simple per-user pricing for practices
Fortify managed security covers partners, accountants and admin staff, with 24/7 monitoring and UK support.
- Fixed monthly price, agreed upfront
- No long-term contract
- Deadline-season support included
- No obligation
- Takes 60 seconds
- UK-based experts
Your IT provider keeps the practice running. We keep client data safe.
We sit alongside your IT support and software suppliers, add specialist security, and report to partners in plain English.
- No change of IT provider needed
- Named security contact for partners
- Help with client and insurer questionnaires
- Clear split of responsibilities from day one
Client data protected, deadlines met
Our cyber security solutions for accountants
Practical, outcome-focused solutions for practices of 5 to 50 people.
Protect accounts & email
MFA, impersonation filtering and DMARC for every mailbox.
Learn more about Protect accounts & emailProtect devices
Managed protection and 24/7 monitoring on every laptop.
Learn more about Protect devicesScam awareness training
Teach staff to spot fake HMRC, Companies House and client emails.
Learn more about Scam awareness trainingCyber Essentials
Independent proof of security for clients and insurers.
Learn more about Cyber EssentialsIT Support
UK helpdesk so the practice keeps working at deadline time.
Learn more about IT SupportvCISO
Security leadership and policies as the practice grows.
Learn more about vCISO
Products we use to protect accountancy practices
Each one is deployed, configured and managed by our UK team.
- Sendmarc DMARCStop criminals sending email as you
- Email SecurityBlock impersonation and phishing before it lands
- Endpoint Protection24/7 ransomware detection on every device
- TutelaSpot leaked logins and client data on the dark web
- Cyber EssentialsIndependent proof for clients and insurers
- Free guides and checklistsPractical checklists and guides for your sector
What accountancy practices say
What partners say after working with us.
“Fraudulent HMRC emails were becoming difficult to distinguish from genuine messages. We wanted stronger email security and clearer guidance for our team.”
Stronger phishing protection and email authentication
Martin C.Managing Director · Accounting, 12 staff“We needed Cyber Essentials for a client requirement but didn’t know whether our existing systems would meet the standard.”
Cyber Essentials certification achieved
Rachel T.Practice Director · Accounting, 21 staff“During tax season, the last thing we need is slow systems or an IT provider who takes days to respond.”
Proactive IT support and improved system reliability
Daniel H.Managing Partner · Accounting, 14 staff
Free resources
Practical guides for accountancy practices
Checklists and guides written for your sector. Free, instant access with your work email.
Checklist7 Security Checks for Accountancy PracticesScore your practice on MFA, agent access, payment verification and four more controls, with a fix for every gap.Get it free 
Checklist5 Client Security Questions Every Accountancy Firm Should AnswerThe questions clients, insurers and auditors are asking, the answers they expect, and the evidence to have ready.Get it free 
Visual guideHMRC Impersonation: What Accountancy Teams Should CheckFake HMRC emails, texts and calls, annotated, and the checks your team should make every time.Get it free 
ChecklistAccounting: HMRC Scam & Client Data ChecklistStop HMRC-themed phishing and protect client records during tax season.Get it free
Frequently asked questions
Last reviewed October 2026 by the Be Tech Secure security team
MFA on email and accounting software, email impersonation protection, DMARC, managed antivirus with 24/7 monitoring, tested backups and regular scam training. Cyber Essentials proves these basics to clients and insurers.
Criminals know accountants deal with HMRC every day, so fake refund, penalty and agent-account emails look normal. They peak around the 31 January self-assessment deadline. Filtering, DMARC and training stop most of them.
Both expect members to keep client information confidential and secure, and both publish cyber security guidance for practices. We help you put sensible controls and records in place. We do not give regulatory advice.
We enforce MFA, control who has access and protect the devices and accounts that sign in. We also advise on each platform’s own security settings.
Plain email is easy to intercept or send to the wrong person. A secure client portal, or encrypted email for sensitive documents, is safer and helps with GDPR.
DMARC stops criminals sending email from your exact domain, and monitoring spots look-alike domains. Tell clients you will never change bank details by email.
Yes. We prepare you for Cyber Essentials and help you stay compliant once certified.
Yes. We work alongside your IT provider or internal team, adding specialist cyber security with clear responsibilities agreed from day one.
Most practices are protected within two to four weeks. We avoid major changes in the weeks before the January deadline.
Fortify managed security is a fixed monthly price per user, so costs are predictable and grow with your team. The price depends on how many people you have and which services you need. We confirm a fixed quote after a free 15-minute call, with no long-term contract.
Find out how exposed your practice is
Get your live risk score in 60 seconds, or book a 15-minute call with a UK specialist who works with accountancy practices.
- No obligation
- UK-based experts
- Clear, practical advice
