Accounting
CPA Firm Cybersecurity in Montana
How PBM can help a Montana accounting office strengthen client data protection before tax season and prepare for cyber insurance questions.
This is an illustrative service example based on common industry needs, not a named testimonial or measured client result. Scope and outcomes vary.
Example profile
Illustrative Montana CPA firm
Typical timeline
Typical: 30-60 days
Primary need
Accounting IT and security
Challenge
A typical firm handles tax records, payroll documents, and client financial data, and may face inconsistent account access, untested backups, or staff reliance on email attachments for sensitive document exchange. Cyber insurance renewal questions can expose gaps around MFA, endpoint security, and documented procedures.
How PBM can help
- Enable MFA across Microsoft 365 and reviewed every active user, shared mailbox, and dormant account.
- Deploy endpoint detection and response on workstations used for tax preparation and client bookkeeping.
- Improve secure file exchange so sensitive tax documents were not passed through ordinary email attachments.
- Implement backup monitoring and restore testing with documentation the firm could provide during insurance renewal.
- Deliver staff phishing guidance focused on fake IRS notices, payroll change requests, and client impersonation.
Intended outcomes
- Cyber insurance renewal evidence organized
- MFA enforced for all active users
- Sensitive file exchange improved
- Backup restore process documented
- Tax-season phishing risk reduced
- Clear owner assigned for account offboarding
Need similar support?
PBM helps Montana businesses reduce downtime, document cybersecurity controls, and recover faster when technology fails.