Your firm handles W-2s, tax returns, and financial statements in Microsoft 365 every day. TenantIQ continuously monitors your M365 tenant for FTC Safeguards Rule gaps, phishing threats, and data exposure before they become breaches.
Accounting firms are the #1 target for credential phishing and BEC attacks from January through April. One compromised mailbox can expose thousands of client SSNs and financial records.
Staff share W-2s, 1099s, and K-1s via email and OneDrive links with no expiration, no access controls, and no audit trail. A single misconfigured sharing link can expose hundreds of client records to the public internet.
Since June 2023, the FTC requires CPA firms to implement a comprehensive information security program. Non-compliance carries fines up to $50,000 per violation and reputational damage your firm cannot afford.
IRS impersonation emails, fake e-file notifications, and client spoofing attacks spike 300% during filing season. Attackers know your staff are stressed, rushing, and clicking faster than usual.
IRS Publication 4557 and AICPA SOC requirements demand encrypted client data exchange. Many firms still rely on email attachments or consumer-grade file sharing that fails even basic security audits.
Six capabilities purpose-built for accounting firm security, compliance, and client trust. All automated, all running continuously in your Microsoft 365 tenant.
Automated compliance checks mapped to the FTC Safeguards Rule and IRS Publication 4557. Continuous scanning identifies gaps in encryption, access controls, MFA, and data retention. Exportable reports for your security program documentation.
Enforce SharePoint and OneDrive sharing policies automatically. Block anonymous links, require authentication for external sharing, set expiration dates, and audit every file access. Replace insecure email attachments with compliant portals.
Deploy Conditional Access policies that require MFA for all staff, block legacy authentication protocols, and enforce compliant device access. Zero Trust assessment scores your firm against Microsoft best practices.
Temporary elevated access for seasonal staff with automatic expiration. Time-bound Temporary Access Passes for new hires. Automated offboarding revokes access the moment an engagement ends, no manual cleanup required.
Exchange Online Protection monitoring with anti-phishing, anti-spoofing, Safe Links, and Safe Attachments policies. AI-powered threat detection flags IRS impersonation and BEC attempts before they reach your staff.
Generate client-ready security reports with one click. Compliance scores, remediation progress, and risk summaries formatted for engagement letters, audit documentation, and FTC Safeguards program evidence.
See exactly where your firm stands on FTC Safeguards compliance, phishing protection, and client data security. Takes 5 minutes. No commitment.
Includes a written report you can use as evidence for your FTC information security program.