Most accounting firms can’t say with confidence where they’re exposed. They have security in place, so it feels handled—until a cyberattack or a federal audit finds the one gap they missed. This quick self-assessment walks through five areas—your written security plan, access to client data, devices and email, backup and recovery, and your people and AI—so you can score your firm’s position and find your weakest area first.
Inside, you’ll find:
- A 10-point checklist covering your WISP, access controls, devices, backups, and AI usage
- The “why” behind each point, explained in plain language
- A scoring guide that shows whether you’re in a strong position, exposed, or facing critical gaps
- A clear next step to close whatever gap you find