What We Do
Cybersecurity Advisory Services (CAS)
Our Advisory Services are designed for firms that want expert guidance and support as they strengthen their cybersecurity posture.
We work with you to assess your systems, identify vulnerabilities, and implement tailored solutions. Whether you need assistance with compliance, vulnerability management, or policy development, our consultants are by your side to help you navigate and execute.
WISP Compliance Pack
Our WISP Compliance Pack provides the essential documents to help you build and manage your own information program and achieve FTC Safeguards Rule Compliance.
Our pre-built document simplify the process, removing the burden of building a program from scratch allowing you to do it yourself.
Virtual Chief Security Officer (vCSO)
Our Fractional CSO service takes the burden of managing your firm's information security program off your plate.
We handle everything from strategy to execution delivering expert cybersecurity leadership tailored specifically for small and medium-sized accounting firms, community banks, and credit unions.
Information Security Training
Our Training Services empower you and your team with the skills and knowledge to implement and manage an information security program on your own. Instead of just teaching theory, we show you how to provide hands-on, practical training that guides you through the process of building, executing, and maintaining a comprehensive security framework for your organization.
Accountants and financial institutions are targets
300%
increase in cyber attacks against accountants highlights a significant rise in threats due to their sensitive financial data.
$6.8M
is the average cost of a data breach in the finance sector, underscoring severe financial implications
33%
more likely to be targeted by cybercriminals if you're an accountant due to your valuable financial data.
Why Accounting Firms Struggle with Cybersecurity
Changing Threat Landscape
Cyber threats evolve faster than firms can adapt. New attack methods target accounting data daily - ransomware, phishing, supply-chain exploits.
Without continuous monitoring and response, protection fades the moment it’s implemented.
Too Complex, Not Enough Time
Multiple vendors, dashboards, and alerts overwhelm already-stretched teams. Security becomes another task to manage instead of a system that manages itself.
No Central Visibility
Email, endpoint, and patching tools all work in isolation.
Without a single view of protection, firms can’t prove they’re secure or spot issues before auditors and clients do.
Unclear Priorities
With IT, compliance, and client delivery competing for attention, security decisions scatter across teams.
The result - gaps, duplicated effort, and reactive fixes instead of prevention.
Increasing Regulatory Pressures
Rules like the FTC Safeguards Rule, GDPR, and IRS Pub 4557 demand proof of protection - not promises.
Most firms struggle to maintain policies, evidence, and technical controls to the required standard.
Lack of Basic Controls
Poor email security, weak passwords, no MFA and unpatched systems remain the most common causes of breaches.
These are simple fixes, yet they’re often overlooked until regulators or clients start asking questions.
THE UNIFIED SOLUTION
Compliance and Protection in One Model
The ComplyWise model combines your Written Information Security Program with the technology that enforces them.
Every control is mapped, monitored and maintained - deliver protection you can prove.
Endpoint Protection and Security Monitoring
Continuous endpoint defence with human-led monitoring and decisive response.
Laptops, desktops, and servers are protected around the clock so a single compromised device doesn’t become a business crisis—especially critical for small firms and accounting practices handling client money and sensitive data.
Written Information Security Program (WISP)
A complete, audit-ready programme built for small firms and accountants.
Mapped to FTC Safeguards, IRS Pub 4557, ISO 27001 fundamentals and NIST CSF, it covers access control, data protection, vendor management, vulnerability and patch management, incident response, training and awareness, change control and backup.
Fractional Cybersecurity Manager
ComplyWise deliver you a named, accountable security leader who bridges engineering detail and board expectations.
Built for small businesses and accounting firms, it delivers enterprise-grade governance, clear priorities, and measurable outcomes—without the full-time headcount.
ComplyWise Delivers
Serious cybersecurity without the enterprise cost
Reduced risk by taking care of your cyber essentials
Compliant solutions without complexity
Reliable security your firm can depend on
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