CPAs play an increasingly crucial role during tax season — not just by navigating tax filings and compliance but also by helping clients safeguard their most sensitive financial data from cyber threats.
Cybercriminal activity like phishing emails, fake IRS scams and malware-infected software ramp up during this period, targeting both businesses and individual filers.
Tax season, alongside the holidays, consistently ranks among the highest periods for phishing spikes and cyberattacks.
As clients gather, share and digitize tax documents, they turn into prime targets for cybercriminals seeking Social Security numbers, bank account details and other personal data.
As trusted financial advisors, CPAs should be proactive in educating and guiding their clients through tax complexities while ensuring their financial data remains secure. Consider these essential security measures you can offer to clients.