Cybersecurity Compliance for CPA Firms | Protect Client Data | Bawn

Cybersecurity Isn't Optional for CPA Firms

As a CPA firm, you handle sensitive financial data every day. Hackers know it — and now regulators, insurers, and even clients expect proof that you’re protecting it. Cybersecurity isn’t a nice‑to‑have anymore.

It’s a requirement.

You’re a Target for Hackers

CPA firms store tax records, payroll data, and client banking information — a goldmine for cybercriminals.

You’re Bound by Strict Regulations

The FTC Safeguards Rule and IRS Publication 4557 require written security plans, risk assessments, and staff training. Oversight bodies demand prompt breach notifications and proof of compliance.

You’re Under Increased Scrutiny

Insurance carriers, regulators, and large clients are asking for documentation. Without it, claims can be denied, contracts can be lost, and reputations can be damaged overnight.

Sensitive data being handled by CPA firm

Falling short isn’t an option.

Your firm’s future — and your clients’ trust — depend on your ability to show you’re secure.

Forged on the Front Line

Bawn was founded by former FBI agents who spent years tracking and taking down cybercriminals.

Today, we bring that same battlefield mindset to protect CPA firms like yours. We know what attackers look for, how they strike, and how to build defenses that actually stop them.

We’re not just another IT vendor — we’re your front‑line defenders.

Why CPAs Choose Bawn

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Defensible compliance — security programs built to satisfy regulators, insurers, and client audits.
Reduced liability — proactive defenses that help avoid costly breaches and lawsuits.
Client trust — show your clients their sensitive data is protected by experts who’ve hunted real‑world threats.
Always on guard — managed services that monitor, defend, and respond before problems disrupt your practice.

The image features a prominent locked shield icon symbolizing security and protection positioned centrally over a chaotic backdrop of financial documents and tax forms which are filled with numbers graphs and detailed personal information In the back-3

Protect Client Trust and Reduce Liability

Your firm holds tax records, payroll data, and sensitive financial information. A single breach can shatter client trust and trigger lawsuits or regulatory action.

Bawn delivers FBI‑level protection, stopping attacks before they happen and giving you documented defenses that stand up under scrutiny.

Compliance That Goes Beyond the Checkbox

Regulators and auditors now demand proof that client data is safeguarded.

Bawn builds cybersecurity programs that go beyond basic compliance — programs that satisfy regulators, meet insurer requirements, and reassure even your most cautious clients.

The glowing digital checkmark hovers above a meticulously designed network diagram its bright luminescence highlighting the interconnected nodes and pathways that represent various systems and protocols This visual cue symbolizes a dynamic proactive-1

The cyber guard tower serves as a sophisticated digital surveillance system designed specifically for busy CPA firms employing advanced algorithms and realtime monitoring to detect and thwart potential cyber attacks This proactive defense mechanism n

Always On Guard During Critical Seasons

Cybercriminals target firms hardest during tax season and year‑end, when teams are stretched thin.

Bawn’s 24/7 monitoring and rapid‑response capabilities keep your systems running, your deadlines intact, and your reputation strong.

Stay Insurable and Lower Your Premiums

Cyber insurance carriers are tightening requirements and raising rates. Many firms struggle to qualify or pay more than they should.

Bawn builds the security controls insurers demand, provides the documentation they require, and helps reduce your premiums over time.

lowered cyber insurance premium for CPA firm

Cybersecurity analyst monitoring alerts

Your Security Team Without Adding Headcount

Most CPA firms don’t have dedicated security staff.

Bawn becomes your front‑line defenders, providing managed services and co‑managed support that integrate seamlessly with your practice—protecting your clients and your bottom line.

Trusted by Firms Like Yours

CPA firms across the country — from boutique tax practices to multi‑state accounting groups — have turned to Bawn to uncover hidden risks and meet regulatory expectations.

We understand the pressures of protecting client data, passing peer reviews, and satisfying insurance carriers.

accounting firm team

What Other Accounting Leaders Are Saying

Challenge: “With new data‑security rules from the FTC Safeguards Rule and state privacy laws, we weren’t sure if our CPA firm’s controls would stand up to scrutiny"

Outcome: "Bawn’s risk assessment gave us a clear map of what regulators expect and practical steps to close the gaps—before an audit or client inquiry forced the issue.”

Lisa

Managing Partner
Tax and Advisory Practice

Challenge: “We thought our cyber insurance policy had us covered, but we weren’t sure if our controls actually met the requirements.”

Outcome: “Bawn’s complimentary assessment showed us exactly where our gaps were. We tightened up our processes and now have documentation our carrier accepts without question.”

Melissa

Managing Partner
Mid-Sized CPA Firm in Texas

Challenge: "During tax season, the idea of a cyber incident was very concerning. We didn’t know where we stood or how exposed we were."

Outcome: "In a couple of sessions, Bawn gave us a clear picture of our risks and simple steps to fix them. Now we can focus on clients knowing we’re on solid footing.”

David

Director of Operations
Regional Accounting Practice (Northeast)

Before the Next Audit or Breach: Watch This

Hear how Bawn helps CPA firms meet today’s cybersecurity demands — and why our complimentary assessment is different.

Want details? See what to Expect

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Built by former FBI cyber professionals
Meet FTC Safeguards & IRS data‑security requirements
Identify hidden risks before hackers do
Clear documentation for regulators and insurers

Book Your Complimentary Cybersecurity Assessment for CPA Firms

Protect your clients, meet regulatory demands, and secure your firm’s reputation with a security-first assessment built exclusively for CPAs. Bawn’s complimentary cybersecurity assessment uncovers critical gaps, delivers a penetration test, and provides audit-ready documentation—empowering you to satisfy IRS, FTC Safeguards Rule, and cyber insurance requirements with confidence.

What to Expect in Your Assessment Meeting:

In-depth review of your current cybersecurity controls and compliance gaps.
Third-party vulnerability scan results with prioritized, actionable recommendations.
A tailored risk report and security maturity roadmap.

What to Expect in Your 10‑Minute Intro Call

This quick conversation is designed to help you decide if our full complimentary assessment is right for your firm — no prep, no pressure.

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A Brief Overview of Your Firm’s Needs

We’ll ask a few simple questions about your operations, client data, and any compliance concerns you’ve been navigating (like FTC Safeguards Rule or state privacy requirements).
An Explanation of How the Assessment Works

We’ll walk you through exactly what’s involved in the complimentary assessment — what we look at, how long it takes, and what you receive.
Initial Insights Right Away

Even in 10 minutes, you’ll hear where similar CPA firms have found hidden risks and what quick wins are often available.
Decide if It’s Right for You

If our approach makes sense for your firm, we’ll help you schedule the full complimentary assessment. If not, you’ll still leave with valuable guidance.

Frequently Asked Questions

What is included in the complimentary assessment?

Your assessment covers a full review of your current cybersecurity controls, a third-party penetration test, and a tailored risk report with audit-ready documentation. This is designed to meet CPA regulatory and insurance requirements.

Will the penetration test disrupt my firm’s operations?

No. The penetration test is non-invasive and conducted by a certified third-party provider. There's no downtime, and your systems remain unaffected during testing.

How does Bawn help with compliance and insurance?

We provide policy sets, control mappings, and documentation specifically aligned to IRS, FTC, and cyber insurance standards—ensuring you’re prepared for audits, renewals, and client inquiries.

What makes Bawn different from my current IT provider or MSP?

Unlike traditional MSPs, Bawn delivers security-first, regulatory-aligned solutions with defensible documentation and real-world testing. Our founders are former FBI cyber agents and military engineers with deep expertise in regulated industries.

How long does the assessment process take?

The kickoff takes 2–3 business days, and you’ll receive your report within 15 days. The testing itself requires less than an hour of your time.

Why Take the Next Step with Bawn?

1

Protect Client Data and Your Reputation

Your firm holds highly sensitive financial records.

Bawn’s team — including former FBI cyber experts — pinpoints hidden risks so you can safeguard client information and maintain the trust your firm is built on.

2

Stay Ahead of Cyber Regulations

From the FTC Safeguards Rule to evolving state privacy laws, CPA firms face growing compliance pressure.

We translate complex requirements into practical steps you can act on immediately.

3

Strengthen Your Insurance and Defensibility

Carriers increasingly deny cyber claims when controls aren’t documented.

Our process gives you clear, insurance‑friendly evidence that your firm takes cybersecurity seriously.

Ready to Uncover and Close Your Firm’s Security Gaps?

Schedule your complimentary cybersecurity assessment with Bawn today. Take the first step toward audit-ready protection, lower insurance premiums, and greater client trust. Limited spots available each month—secure your place now.

Book My Free Assessment Intro Call

Team gathered around conference table discussing cyber strategy