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IT Security for Accounting Firms

Do You Know How Exposed Your Firm Really Is?

Most accounting firms believe they are secure until something proves otherwise. Get a clear, practical view of your Microsoft 365 risk.
Get Your Free Security Snapshot
See what you get
Plain-English report
See exactly where your Microsoft 365 environment is exposed.
Quick leadership clarity
Useful for partners and directors who want a clear view without the jargon.
Practical next steps
Know what matters most first, without overcomplicating the conversation.

Snapshot preview

Clear visibility before you act

Microsoft 365
0 Visibility score
Needs attention
Most accounting firms believe they are secure until something proves otherwise. Get a clear, practical view of your Microsoft 365 risk.
Privileged access is wider than expected
Too many high level admin accounts can increase the impact of a single compromise.
Protection is not consistent across staff
Some accounts may still be missing the controls you expect to see in place.
Unexpected sign-in activity stands out
Location, device, or application behaviour can reveal risk before an incident occurs.

Why it matters

Accounting Firms Are Prime Targets

You hold financial data, tax records, and client identities. That makes your firm highly attractive to modern attackers.
Plain-English report
Breaches often start with an account that looked normal until it was not.
Trusted email being misused
Once attackers get in, they can exploit the trust your firm has built with clients and suppliers.
Access that is too broad
Permissions that were convenient at the time can quietly become exposure later.
For many firms, the real risk is not just the incident itself. It is what happens next: clients lose confidence, your reputation takes a hit, and your firm’s name becomes associated with a breach.
For an accounting firm, trust is everything. Once that is damaged, it is hard to recover.

Why it matters

Accounting Firms Are Prime Targets

Most firms have security tools in place. Antivirus, MFA, maybe a firewall. But in Microsoft 365, security is driven by configuration. Hundreds of controls sit under the hood, and how they are set determines your real level of protection.
Without visibility, it is easy to assume everything is fine when it is not.
Identity & sign-in controls

Hidden complexity

Admin privilege exposure

Needs review

Application permissions

Often overlooked

Conditional access coverage

Easy to overestimate

Core offer

See Your Risk Clearly

Layer3’s free Security Snapshot gives you a clear, plain English view of your Microsoft 365 environment so you can understand where your firm is exposed and what matters most.
Without a clear view of your environment, it is easy to miss the risks that matter most. This snapshot highlights key areas of exposure and brings attention to gaps that are often overlooked.
A
A clear security posture rating
Know where things broadly stand without needing to decode technical reporting.
B
Key risks explained in plain language
Understand the exposure, why it matters, and where attention should go first.
C
What is working and what is not
Get a balanced view rather than a long list of issues without context.
D
The most important areas to focus on first
Clear insight without unnecessary detail, so the next conversation is easier.

Business benefit

What Clarity Gives Your Business

The value of the snapshot is not just technical visibility. It gives leadership a more confident way to assess risk, prioritise action, and protect the trust your firm depends on.
Protect client confidence
Reduce the chance of security surprises turning into conversations about lost trust.
Prioritise the right investment
Focus budget and effort on the gaps that matter most rather than guessing where the risk sits.
Give partners a clearer picture
Turn a vague sense of risk into something easier to discuss, decide on, and act on.
Create a practical next step
Use the snapshot as a calm starting point for improvement rather than a hard sell.

What we typically find

Most Firms Are Surprised by What Shows Up

Too many high level admin accounts
Broader access than expected can turn a small issue into a larger one.
Staff without full protection in place
Controls are often present, but not always applied consistently.
Sign-ins from unexpected locations
Patterns in sign-in activity can reveal risk that would otherwise stay hidden.
Applications with more access than they need
Third-party integrations can quietly accumulate broader permissions over time.

How it works

Simple, Practical, and Obligation Free

1
We run the snapshot
We assess your Microsoft 365 environment to identify the key areas of exposure.
2
We walk you through it
We talk through the results with you via Teams or in person, in plain English.
3
You keep the report
You leave with a clear snapshot of your risk and a better sense of what to do next.

Beyond the snapshot

From Insight to Action

The Security Snapshot shows you where the risks are. What matters next is what you do about them. Layer3 works with accounting firms to put the right controls in place and ensure they stay effective over time.
Identity & Access
Protect staff accounts and control access to systems and data, whether in the office or remote, using modern zero trust access controls.
Threat Detection & Response
Detect and respond to suspicious activity across email, devices, and Microsoft 365 with automated response backed by a 24/7 security operations centre.
Security Strategy & Governance
Maintain and improve your security posture over time through ongoing strategy, risk assessment, and governance aligned to your firm.
Reputation Protection
Protect your firm’s reputation with AI-powered email security, domain protection, and visibility of security events across your environment.
Secure Use of AI
Enable the safe use of tools like Microsoft Copilot and ChatGPT by putting the right controls around data access, visibility, and usage.
Security is not a one-time setup. It requires ongoing attention, the right tools, and the right expertise.

Positioning

A Clear View, With or Without a Follow-On Engagement

For many firms, the real risk is not just the incident itself. It is what happens next: clients lose confidence, your reputation takes a hit, and your firm’s name becomes associated with a breach.
Clearer decisions
Better visibility
Stronger trust
Practical next steps

What we typically find

Get Your Free Security Snapshot

Most accounting firms believe they are secure until something proves otherwise. Get a clear, practical view of your Microsoft 365 risk.
No cost
No obligation
Guided walkthrough included
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