10/26/2026
Tax season puts accounting and CPA firms under two pressures at once: a surge in sensitive financial data moving through the business, and a surge in phishing attempts specifically timed to exploit it.
Before that season ramps up is the right window to confirm a few things are actually in place: encrypted file storage and transfer for client financial documents, MFA across every account that touches client data, a secure client portal instead of email attachments for sensitive documents, and a tested backup and recovery plan, because losing a quarter's worth of client data during filing season is close to a worst-case scenario.
Firms that address this in the fall go into tax season with one less variable to worry about. Firms that wait tend to find out what's missing at the worst possible time.