Typical threats
- Tax-season credential phishing
- W-2 and payroll diversion scams
- Fraudulent client and portal requests
CyberPrimer industry track
Security Awareness Training for Accounting and Tax Firms
Prepare employees for W-2 scams, tax-season phishing, payroll diversion, fraudulent client requests, and portal security.
Employee groups at risk
- Tax preparers
- Payroll and bookkeeping
- Reception and client service
- Firm owners and administrators
Training topics
- Taxpayer-data handling
- Portal and document security
- Payroll and banking-change verification
- Seasonal threat escalation
Example scenario
During tax season, a familiar executive requests employee W-2 files through a new secure portal. The employee must verify the request and use only the approved transfer method.
Regulatory and contractual considerations
- IRS Written Information Security Plan expectations for tax professionals
- FTC Safeguards Rule where applicable
- State privacy and breach-notification duties
What managers can track
- Assigned blueprint and employee risk tier
- Completion, score, and topic performance
- Remediation and fresh retest status
- Question-bank and configuration versions
Sample evidence
See the training and the record it creates.
Evaluation reports and certificates are visibly marked SAMPLE and are not valid training or compliance evidence.
Regulatory applicability depends on the organization’s activities, location, contracts, data, and professional status. CyberPrimer provides awareness training and documentation – not legal advice, certification, or a guarantee of compliance. Training can support the security-awareness component of a broader compliance program; training alone does not establish compliance.