Phishing and email compromise
Fraudulent messages can steal passwords, impersonate executives, redirect payments and expose sensitive client financial information.
See email protection →
We are a reliable & security-first IT Team
Mon - Sat 8.00 AM - 18.00 PM
Managed cybersecurity for accounting and financial services
Protect financial information. Reduce fraud. Keep client service moving.
Practical, always-on cybersecurity for accounting firms, bookkeeping practices, financial advisors and insurance professionals—designed to protect sensitive financial information, secure Microsoft 365, reduce payment fraud and keep client work moving without adding pressure to your team.
✓ Support built for Alberta firms
✓ Clear monthly reporting
✓ Security aligned with financial workflows
XYZ Accounting & AdvisorySecurity overview
Firm security score
Strong
86/100
Endpoints38 monitored
Email securityThreats filtered
Patching98% current
IdentitiesMFA enforced
Suspicious sign-in blockedAccess attempt stopped before client financial records were exposed.
Purpose-built protection for:
Accounting & CPA Firms
Bookkeeping & Payroll Providers
Financial Advisory Firms
Mortgage & Insurance Professionals
Accounting and financial platformsTax, payroll, bookkeeping and client portals
Business emailClient records, invoices and payment instructions
Accountant and staff devicesOffice, remote and mobile devices
Mobile accessAdvisors and staff on the move
Your firm handles information attackers value
Your client service depends on sensitive financial information—and uninterrupted access.
Financial teams exchange sensitive documents, manage deadlines, process payments and work across offices and remote locations. Security must protect that environment without slowing client service or time-sensitive financial work.
01
Client communications and legal records are highly sensitive
Tax records, payroll data, banking details and identity information can be exposed through compromised email, weak access controls or lost devices.
02
Downtime can disrupt active matters and deadlines
Unavailable email, documents or financial systems can delay payroll, filings, reporting deadlines and client responses.
03
Legal teams need security without operational complexity
Firm leaders need an expert security partner that can monitor risk, prioritize action and explain issues clearly without requiring a large internal security team.
Accounting and financial-services risks
The threats that put client confidence, payments and financial operations at risk
We focus on the attack paths most likely to affect accounting, bookkeeping and financial-services firms.
Ransomware and deadline disruption
Malware can lock client files, interrupt access to financial systems and create costly delays during payroll, tax and reporting periods.
See endpoint protection →Unauthorized account access
Weak passwords, missing MFA and stale accounts can give attackers access to email, documents and cloud financial systems.
See identity security →Unpatched and unmanaged devices
Outdated operating systems and applications create avoidable openings for malware and unauthorized access.
See patch management →Third-party application exposure
Accounting, payroll, tax, payment, CRM and collaboration platforms can introduce access, integration and vendor-management risks.
See risk assessments →Lost or unmanaged devices
Laptops and mobile devices used by accountants, advisors and staff can expose sensitive information when security controls are inconsistent.
See device management →
What is at stake
A cyber incident can threaten your clients, cash flow and operations.
For accounting and financial-services firms, cybersecurity protects more than technology. It helps prevent fraud, preserve client confidence and keep time-sensitive financial work moving.
Client ConfidenceA security incident can quickly undermine confidence in your firm.
Financial FraudCompromised email can redirect payments or expose client accounts.
Business ContinuityCyber incidents can delay payroll, tax work and client deadlines.
Regulatory ExposureData exposure can create reporting, contractual and privacy obligations.
How Citrine protects your financial firm
One security partner. Fewer gaps across your financial operations.
We combine technology, monitoring and practical guidance into a managed program that fits financial workflows, remote work, regulatory expectations and client confidentiality.
Build your firm security planEndpoint protection and monitoring
Detect suspicious activity across staff, office and remote devices and respond before threats spread.
Email and phishing protection
Reduce malicious messages, executive impersonation, invoice fraud, payment-redirection attempts and account compromise targeting your team.
Microsoft 365 and identity security
Strengthen MFA, sign-in controls, administrator access and secure collaboration.
Patch and vulnerability management
Find common weaknesses, prioritize remediation and keep supported systems up to date.
Security awareness for financial teams
Train accountants, advisors and staff to recognize phishing, verify payment requests and report suspicious activity quickly.
Backup and recovery readiness
Review backup coverage and recovery processes so your firm can restore critical files and resume financial operations faster.
Risk, policy and incident-response guidance
Document responsibilities, improve incident readiness and give leadership a clear view of security priorities.
Financial privacy, governance and client assurance
Turn privacy and governance responsibilities into practical security actions.
Accounting and financial-services firms hold tax records, payroll information, banking details, transaction records and other highly sensitive client data. Citrine helps translate privacy, contractual and governance responsibilities into workable safeguards, evidence, reporting and response processes.
Security risk assessmentsIdentify control gaps affecting financial information, cloud systems and firm operations.
Access and account reviewsImprove joiner, mover and leaver controls for accountants, advisors, staff, contractors and administrators.
Incident-response preparationClarify who does what when a suspected privacy or security event occurs.
Leadership-ready reportingShow progress, unresolved risks and recommended priorities in plain language.
Citrine provides cybersecurity and compliance-support services.
A clear path to stronger security
Start with your firm’s actual risks—not a generic package.
Our onboarding process is structured to reduce disruption and create a prioritized security plan your leaders and administrators can understand.
Discover
We learn how your firm manages client records, payroll, tax work, payments, collaboration and sensitive financial information.
Assess
We review devices, accounts, Microsoft 365, email, patching, backups, payment workflows and key security processes.
Protect
We deploy agreed controls in phases, prioritizing the gaps that create the greatest fraud, privacy and operational risk.
Improve
We monitor, report and refine your security posture as your staff, offices, services and technology change.
Why Citrine
Cybersecurity expertise delivered in a way financial-services leaders and administrators can use.
We combine security operations, Microsoft expertise and governance support for accounting and financial-services firms.
Security-first approach
Recommendations are driven by risk reduction, not unnecessary complexity.
Local Alberta security partner
Support aligned to the privacy, fraud and client-service realities of Alberta financial firms.
Clear reporting
Plain-language reports that show what changed, what remains and what comes next.
Ongoing improvement
Security evolves with your firm instead of ending after a one-time project.
Frequently asked questions
Questions financial-services leaders ask before getting started
Every firm is different. These answers provide a practical starting point for discussing your systems, workflows and security priorities.
No. Legal and regulatory compliance remains the firm’s responsibility. Citrine helps implement and document cybersecurity safeguards, assess gaps and improve incident readiness in support of privacy and governance responsibilities.
Yes. We can coordinate with your current IT provider, accounting, payroll, tax, CRM, payment and cloud vendors. Responsibilities are clarified during onboarding so monitoring, remediation and escalation are not duplicated or overlooked.
Controls are planned around financial workflows. We prioritize measures that materially reduce risk while keeping access practical for accountants, advisors, staff and remote users.
Yes. The service can cover multiple offices, remote staff, shared Microsoft 365 environments and centralized or location-specific devices, with consolidated reporting for firm leadership.
We begin with a discovery conversation and security assessment. You receive a prioritized view of key risks, practical recommendations and the proposed scope for ongoing managed protection.
Start with a focused assessment
Find the security gaps that matter most to your clients and financial operations.
Tell us a little about your firm. We will arrange a conversation to understand your systems, financial workflows, concerns and most practical next steps.
✓ Review of your current security concerns
✓ Practical recommendations in plain language
✓ No-pressure discussion with a security specialist
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