Security Awareness Training
Train your staff to stop attacks before they start
Cybercriminals don’t just hack your systems—they trick your people. Our Security Awareness Training turns your staff from your firm’s most common vulnerability into its most reliable line of defense.
Why your people need better
security training
security training
Cybercriminals are counting on your team not being ready.
Here are the real-world threats facing firms today.
Training built for how accounting
firms actually work
Generic security training gets skipped, forgotten, or ignored. Ours is designed
specifically for accounting workflows—so your team recognizes the exact
threats they’re most likely to encounter.
The right training for every person in your firm
- Separate tracks for bookkeepers, CAS staff, tax preparers, admins, and partners
- Training tied to real accounting workflows—client portals, document sharing, invoice processing
- Short, focused modules your team will actually complete
Real-world tests that build real-world instincts
- Practical simulations mirroring actual accounting-specific attempts
- Invoice and payment fraud, client portal spoofing, multifactor authentication fatigue-focused attacks
- “Urgent client” and executive impersonation scenarios
- Employees build the muscle memory to spot and report threats quickly
One place for completion rates, audit docs, and more
- Track training completion and phishing report rates by role
- Monitor risk trends across your firm over time
- Audit-ready documentation for regulatory compliance and cyber insurance requirements
- Give firm leadership clear, actionable visibility—not just a training log
Most training teaches theory. Ours changes behavior.
Security awareness training shouldn’t just be a compliance checkbox. Here’s what you’ll notice with our cybersecurity training:
- Fewer successful phishing attempts—staff recognize the red flags before clicking
- Faster detection and reporting when something suspicious does get through
- Stronger security culture across all staff levels, including seasonal and part-time employees
- Documented evidence of ongoing training to support audits, regulatory reviews, and cyber insurance renewals
Security Training is one piece of our bigger stack
Endpoint Security
Protect every device your firm uses with layered, continuously monitored security.
WISP Compliance
Meet IRS requirements with a Written Information Security Plan built for your firm.
SaaS Access & Identity Control
Secure every cloud app, manage access, and eliminate shared credentials.
Network Security
Protect your firm’s in-office network from intrusion and lateral movement.
Managed Backups
Get automatic hourly backups, three years of retention, and fast recovery.
Managed Microsoft 365
Managed licensing, advanced email security, granular backup, and 24/7 support.
Security Awareness Training FAQs
Accounting firms are high-value targets. Your staff handles sensitive financial data, communicates frequently with clients, and works under deadline pressure—conditions attackers deliberately exploit. Generic training doesn’t address accounting-specific threat scenarios like invoice fraud, client portal spoofing, or impersonation of partners or clients.
Security awareness training teaches employees how to recognize and respond to common cyber threats—phishing emails, social engineering, fraudulent requests, and more. Rather than relying on technical controls alone, it builds human judgment as an active layer of security.
Phishing simulations (or, fake scam tests) are realistic, controlled test emails sent to your staff to see how they respond. If someone clicks, they’re redirected to a brief teachable moment. Over time, repeated simulations train employees to slow down and question suspicious messages before acting.
One-time training fades fast. Rightworks delivers ongoing, role-specific learning and continuous simulations that reinforce good habits over time. Behavior change requires repetition—especially in high-stress, deadline-driven environments like accounting firms.
Yes. Many cyber insurance carriers now require documented security awareness training as a condition of coverage or for preferred rates. Our compliance dashboards generate audit-ready reports to support insurance applications, renewals, and regulatory reviews.
Modules vary in length but are designed to be completed in a single sitting—no hour-long courses, no scheduling disruptions.
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