Phishing protection built for accounting firms. Not generic email filters.
Filter, flag, and quarantine the email scams that target CPAs during tax season, without slowing legitimate client mail.
Phishing is the #1 way attackers break into accounting firms.
Phishing email is how 9 of 10 ransomware incidents at small firms start. Tax-season volume is the cover.
Client trust at stake
One wire-fraud email to a client erodes years of relationship. When a CPA's address sends the scam, the damage doesn't stay technical.
Tax-season noise hides the threat
Hundreds of W-2, 1099, and engagement-letter emails daily. Lookalike sender domains and fake document links blend right in.
IRS and FTC are watching
Pub 4557 and the Safeguards Rule require documented email-threat controls, not just antivirus. Auditors ask for the proof.
How phishing protection works at Verito
Six layers across inbound mail, outbound mail, and the people in between.
Inbound filtering
Every link and attachment is detonated in a sandbox before the message lands. Malicious mail never reaches the inbox.
Lookalike domains
Catches partner, CEO, and client-impersonation emails. The kind that copy a real address with one swapped character.
One-click reporting
Every suspicious email includes a report button. Staff flag suspicious mail in one click, and it routes straight to our security team for review.
Outbound protection
Blocks Social Security numbers, EINs, and bank details from leaving by mistake. Required by FTC Safeguards.
Required by WISPPhishing training
Quarterly drills with per-user reporting. Staff who click get targeted training before the real attacker shows up.
Required by WISPSame protection everywhere
Banners, warnings, and reporting work identically on desktop, web, and mobile. No plugins or extensions required. Staff get the same defense everywhere.
Proof and coverage
Services that fit, frameworks we meet, resources you can keep.
VeritSpace Hosting
Attachments open inside the hosted session, not on a personal laptop. A malicious document that slips a filter never reaches the device your tax software lives on.
- Files open on the private server, not the home laptop
- Tax software runs in an isolated session
- MFA and audit logs on every login
VeritGuard Managed IT
Phishing protection ships standard in VeritGuard Pro and Elite. Filtering, simulation, training, and incident response delivered as one managed service.
- Inbound filtering and quarantine portal
- Quarterly phishing simulation and training
- Incident response when a click happens
VeritComplete Bundle
Hosting plus managed IT plus encrypted backups on every device, in one plan. Pro and Elite add the phishing filter, simulation, and WISP documentation. The complete email-and-firm posture most firms end up on.
- Hosting, IT, and device backups in one plan
- Phishing filter, simulation, and WISP on Pro and Elite
- One vendor, one invoice
How a tax firm avoided a six-figure wire-fraud loss
A 12-person firm caught a lookalike-domain wire request before the partner clicked send. The flag, the workflow, and the documentation that satisfied their cyber insurer.
Read the case studyFree WISP template for tax firms
The template the IRS expects you to have, prefilled with the email-threat and training language Verito already covers.
Download the templateWISP framework for phishing controls
How the Verito WISP template encodes phishing-response procedures: filtering, training cadence, and the incident steps to log when staff click.
Read the guidePhishing protection is one piece.
Email is the most common attack path, not the only one. Most firms pair it with the rest of the stack, or bundle everything in one plan.
Cybersecurity for accounting firms
Managed antivirus, 24/7 threat monitoring, and security training for every laptop your team works on.
Learn moreFree WISP template
A written information security plan template prefilled with the email-threat language Verito already covers.
Learn moreFTC Safeguards compliance
Plain-language walkthrough of §314.4 and the specific controls auditors expect to see documented.
Learn moreSecure remote access
Private-server remote access with MFA and audit logs, so a clicked link on a home laptop doesn't reach client data.
Learn moreManaged backups
Immutable snapshots and tested restores. The recovery path when a phishing click turns into ransomware.
Learn moreSuccess stories
Real accounting firms, real incidents avoided. See how Verito clients handled wire-fraud attempts and audit reviews.
Learn moreCommon questions
Phishing protection questions, answered
Seven of the questions firms ask us most when they're evaluating email security.
Still have questions?
Talk to a specialistNative filters catch bulk spam well. They miss the targeted threats: lookalike sender domains, CEO impersonation, fake document links from a hijacked client account. We layer protection on top of M365 or Google Workspace, tuned specifically for the scams that hit CPA firms during tax season.
No. We layer protection on top of your existing Microsoft 365 or Google Workspace. Your mailboxes, calendars, and shared drives stay where they are. We sit in front of the inbox, sandbox attachments, and quarantine threats before delivery.
The account is contained in minutes. Active session revoked, password forced reset, audit trail captured. If credentials were entered on the fake site, we rotate them and check for downstream activity. Your firm gets a written incident summary you can hand to a cyber insurer or the IRS.
Simulation is controlled fake phishing emails sent to staff to see who clicks. Training is short video modules on how to spot the real thing. We run both, and we feed simulation results back into training so the staff who need it most get the next round first.
Pub 4557 lists anti-malware and anti-phishing controls as required for tax preparers. A documented email-protection layer with retained training and quarantine logs satisfies that line item. We provide the documentation auditors and cyber insurers ask for.
Yes, on VeritComplete Pro and Elite. Those tiers pair hosting, managed IT, and encrypted device backups with phishing filtering, simulation, staff training, and a maintained WISP. One plan, one invoice. See what's in the bundle at /bundle.
DNS-level filtering is live within one business day. Staff training and simulation roll out in week one. The first quarterly drill runs within 30 days, with a per-user report you can keep for compliance files.
See your phishing exposure before tax-season volume hits
30 minutes. We walk through your current email security, show what slips past native filters, and lay out the controls auditors and cyber insurers want documented.
No credit card · Risk review report included