Tax preparers, CPAs, and bookkeepers are covered by the FTC Safeguards Rule. It requires documented employee security training. Your next insurance renewal or audit will ask for proof. Brevora handles the monthly phishing simulations, the annual training curriculum, and the compliance certificate. Setup takes 10 minutes.
⚠️ FTC Safeguards Rule enforcement strengthened in June 2024. If your firm prepares taxes, manages books, or handles client financial data and you do not have documented security training on file, you are already out of compliance.
The FTC's definition of "financial institution" is broader than most people expect. If your firm does any of the following, you're covered:
Note: Firms with fewer than 5,000 customer records may qualify for limited exemptions, but not from the employee training requirement. If you are unsure, your attorney can confirm your coverage status in about 10 minutes.
Brevora fully covers requirement #2. Monthly phishing simulations, annual training delivery, completion tracking, dated employee certificates, and a compliance report ready for your auditor. All of it runs automatically after setup.
Brevora includes accounting-specific phishing templates plus the ability to generate custom scenarios using AI. Here is the kind of thing your team should be able to recognize.
A spoofed IRS email warns that e-Services access will be suspended unless staff verify credentials within 24 hours. Designed to create panic and bypass skepticism.
An email from a "longtime client" requests an urgent change to their bank account number before a scheduled refund transfer. Costs firms tens of thousands when it lands.
A lookalike login page for your document portal (NetClient CS, Canopy, ShareFile) intercepts staff credentials. Often follows a convincing "file shared with you" email.
An email that looks exactly like it's from your firm's owner asks someone in payroll or HR to update direct deposit details before Friday's run.
A convincing invoice for "Intuit ProConnect renewal" or "Thomson Reuters license" with a link that captures payment details or installs malware.
A "new client" or "partner firm" requests a list of employee W-2s or SSNs under a tight deadline. One of the IRS's most-reported tax-season scam patterns.
+ 20 more accounting-specific templates, and AI generation for scenarios specific to your firm.
You do not need an IT person. You need 10 minutes and a list of your employees' email addresses. After that, Brevora runs monthly phishing tests and your annual training curriculum without any input from you.
Upload a CSV or type in names and emails. Takes about 3 minutes for a 10-person firm. No integration, no IT help, no configuration call.
Pick a template tailored to accounting firms, or let AI generate one using your vendors and team context. Watch the results come in from your dashboard.
Anyone who clicks a simulation gets immediate targeted training. Everyone gets their annual curriculum on schedule, no manual follow-up required.
Pull a formatted PDF mapped to FTC Safeguards requirements any time. Hand it to your auditor, attach it to your insurance renewal, or keep it on file.
"Our insurance broker sent us a list of requirements for renewal. Brevora's compliance report covered every single one of them. I forwarded it and never heard another word about it."
"Three of my six employees clicked the fake IRS email on the first simulation. I wasn't expecting that. The training that followed was exactly what they needed, practical, not scary."
"I had been putting off Safeguards compliance for two years because I assumed it would be expensive and complicated. Setup took 15 minutes and the first certificate was ready the same day."
All plans include phishing simulations, training courses, FTC Safeguards-mapped compliance reports, and employee certificates.
More than 50 employees? Let's talk.
14-day free trial. No credit card. The compliance certificate your insurer and auditor are asking for.