CPA & Accounting Resources
How Accounting Firms Can Secure Microsoft 365 & Client Data
For accounting firms that store and share confidential client data through Microsoft 365 and email.
Microsoft 365 is powerful, but its default settings don't fully protect a firm holding sensitive client data. Here's how accounting firms can lock it down.
Core protections
Enforce multi-factor authentication, tune external sharing and retention, enable advanced email/phishing filtering, and monitor for suspicious sign-ins and mailbox rules.
Beyond the tenant
Pair Microsoft 365 hardening with endpoint protection, staff training, and reliable backups of your 365 data for full coverage.