Built for Tax Season,
Audit Season, and Every Crisis in Between.
For CPA firms, bookkeepers, investment advisors, and internal finance teams, Trinity Platform brings prevention, detection, and recovery under one accountable team — with 24/7 U.S.-based specialists on call when client data, audit trails, or filing deadlines are at risk.
Financial Data Has Always Been
the Target. The Attack Surface Just Got Bigger.
Named 2026 disclosures — Ameriprise, Frost Bank, Citizens, Betterment, and Marquis — all share the same pattern: the breach happened in the vendor stack, not inside the firm. Your data lives in their platforms. Their incident becomes your regulatory exposure.
For a CPA firm, a wealth advisory practice, or an internal finance team, this shift carries real operational weight. Your data lives in QuickBooks, NetSuite, Bill.com, tax software, client portals, and cloud document repositories. A breach at any one of them can land your firm in front of regulators, clients, and the press without your firm ever being directly compromised. Three realities define what financial and accounting leaders are facing right now.
Client Financial Data Is the Highest-Value PII
Names, Social Security numbers, account numbers, tax IDs, income data, and household financial profiles. Attackers know exactly what financial records are worth, and they price ransom demands accordingly.
Regulatory Exposure Has Multiplied
SEC and FINRA reporting requirements, IRS Publication 4557, GLBA, SOC 2, and state-level privacy laws all create disclosure obligations that fire whether your firm or your vendor was the source of the breach.
The Calendar Is Unforgiving
Tax season, year-end close, quarterly filings, audit weeks, and client review periods all stack operational pressure on top of any incident. A ransomware event the week of April 14 or December 31 has a different cost than the same event in July.
One Platform for Total Cyber Resilience
The Trinity Platform brings prevention, detection, and recovery under one accountable team. For finance and accounting firms running client work across QuickBooks, tax software, SaaS portals, and email, that integration is the difference between owning the response and explaining to clients why their tax data is offline three days before a filing deadline.
Prevent
Air-gapped, immutable vaults and identity-isolated architecture stop ransomware from reaching the backup copy. Your client files survive even when a QuickBooks, Xero, or Microsoft 365 credential is compromised.
Detect
24/7 monitoring with U.S.-based analysts who recognize the early signals of credential theft, wire fraud staging, business email compromise, and ransomware. The team acts in minutes, before client funds or filings are affected.
Recover
Validated restore testing, sub-15-minute RPOs, and a recovery specialist on call to walk your team through the actual restore, whether the incident hits during tax season, year-end close, or the night before a major audit.
Built for CPAs, Bookkeepers,
Advisors, and Finance Teams
Six capabilities built for the regulatory obligations, client trust, and calendar-driven pressure points financial and accounting professionals actually face.
Ransomware Defense for Client Financial Data
Immutable, air-gapped backups governed by a separate trust domain from your production environment. Attackers cannot encrypt, delete, or modify the recovery copy, even with administrator credentials.
Independent Backup for Financial and Tax SaaS
When breaches hit QuickBooks Online, Xero, NetSuite, Bill.com, or your tax preparation platform, your data is recoverable from a copy your firm controls, with retention you set instead of retention the vendor allows.
Immutable Audit Trails and Version Control
Point-in-time restore, version history, and audit logs aligned with SEC, FINRA, and SOC 2 requirements. The kind of trail that holds up under regulatory examination or a forensic accounting review.
Regulatory-Aligned Controls
Encryption at rest and in transit, retention policies built to satisfy SEC and FINRA recordkeeping, GLBA safeguards, IRS Publication 4557 for tax preparers, and SOC 2 attestation requirements.
Endpoint Backup for Remote and Hybrid Staff
Bookkeepers working from home, advisors on the road, CPAs handling overflow during tax season. Endpoint backup covers laptops, desktops, and synced cloud folders so a stolen device does not become a regulatory event.
24/7 U.S.-Based Recovery Specialists
The same team that builds your backup runs the recovery when an incident fires, whether it hits during tax season, year-end close, or the morning of a client meeting. We pick up the phone.
Built for the
Financial Stack
CyberFortress integrates with the platforms financial and accounting professionals actually run on every day.
Real Incidents We Handle
for Finance & Accounting
Most data protection conversations stay abstract until something actually breaks. These are the scenarios finance and accounting firms bring to us most often.
CPA firm restoring client tax data during peak filing season
Bookkeeping firm recovering year-end close work after a ransomware incident
Investment advisor restoring client portfolio and reporting data after a SaaS vendor breach
Wealth management firm meeting an SEC examination request after a data loss event
Internal finance team restoring AP and AR records after an Excel or SaaS corruption
Audit firm responding to a regulatory request with complete documentation and version history intact
When the Auditor or Regulator
Asks for Documentation
CyberFortress Professional Services helps finance and accounting firms find the gaps before an incident does. AI-led assessments score your recovery posture against SEC, FINRA, GLBA, and SOC 2 requirements and produce the documentation regulators, auditors, and cyber insurers expect to see. Senior consultants deliver high-touch engagements for incident response, BCP/DR development, and executive resilience briefings ahead of cyber insurance renewals.
From Assessment to
Operational Resilience
Assessment
We evaluate your systems, regulatory obligations, SaaS dependencies, and critical client data to identify the gaps that would block recovery during a real incident or fail an examination.
Onboarding
Our team configures backup, retention, and recovery for your environment, with policies aligned to SEC, FINRA, GLBA, IRS Publication 4557, and your cyber insurance requirements.
Ongoing Monitoring
Daily encrypted backups, monthly verified restores, and 24/7 monitoring with U.S.-based specialists watching for credential theft, ransomware, and wire fraud staging.
Recovery Support
When an incident hits, our recovery team is on the call within minutes. We help you restore data, document the response for regulators, and brief firm leadership on what changed.
Backed by the People Who Answer the Phone
Every solution on this page is operated by U.S.-based recovery specialists on call 24/7. ISO 27001 certified, 20,000+ businesses protected, and 20+ years of recovery work behind us. When QuickBooks goes offline at 11 p.m. on April 14 and a hundred returns are still pending, we answer the phone.
Ready to Build a Recovery Plan
Your Auditor Won’t Question?
Talk to a CyberFortress expert who works with CPAs, bookkeepers, advisors, and internal finance teams every day. We will scope what you need, identify the gaps that would block recovery, and recommend the right mix of platform, services, and managed backup for your firm or finance department.
Built for Tax Season,
Audit Season, and Every Crisis in Between.
For CPA firms, bookkeepers, investment advisors, and internal finance teams, Trinity Platform brings prevention, detection, and recovery under one accountable team — with 24/7 U.S.-based specialists on call when client data, audit trails, or filing deadlines are at risk.
Financial Data Has Always Been
the Target. The Attack Surface Just Got Bigger.
Named 2026 disclosures — Ameriprise, Frost Bank, Citizens, Betterment, and Marquis — all share the same pattern: the breach happened in the vendor stack, not inside the firm. Your data lives in their platforms. Their incident becomes your regulatory exposure.
For a CPA firm, a wealth advisory practice, or an internal finance team, this shift carries real operational weight. Your data lives in QuickBooks, NetSuite, Bill.com, tax software, client portals, and cloud document repositories. A breach at any one of them can land your firm in front of regulators, clients, and the press without your firm ever being directly compromised. Three realities define what financial and accounting leaders are facing right now.
Client Financial Data Is the Highest-Value PII
Names, Social Security numbers, account numbers, tax IDs, income data, and household financial profiles. Attackers know exactly what financial records are worth, and they price ransom demands accordingly.
Regulatory Exposure Has Multiplied
SEC and FINRA reporting requirements, IRS Publication 4557, GLBA, SOC 2, and state-level privacy laws all create disclosure obligations that fire whether your firm or your vendor was the source of the breach.
The Calendar Is Unforgiving
Tax season, year-end close, quarterly filings, audit weeks, and client review periods all stack operational pressure on top of any incident. A ransomware event the week of April 14 or December 31 has a different cost than the same event in July.
One Platform for Total Cyber Resilience
The Trinity Platform brings prevention, detection, and recovery under one accountable team. For finance and accounting firms running client work across QuickBooks, tax software, SaaS portals, and email, that integration is the difference between owning the response and explaining to clients why their tax data is offline three days before a filing deadline.
Prevent
Air-gapped, immutable vaults and identity-isolated architecture stop ransomware from reaching the backup copy. Your client files survive even when a QuickBooks, Xero, or Microsoft 365 credential is compromised.
Detect
24/7 monitoring with U.S.-based analysts who recognize the early signals of credential theft, wire fraud staging, business email compromise, and ransomware. The team acts in minutes, before client funds or filings are affected.
Recover
Validated restore testing, sub-15-minute RPOs, and a recovery specialist on call to walk your team through the actual restore, whether the incident hits during tax season, year-end close, or the night before a major audit.
Built for CPAs, Bookkeepers,
Advisors, and Finance Teams
Six capabilities built for the regulatory obligations, client trust, and calendar-driven pressure points financial and accounting professionals actually face.
Ransomware Defense for Client Financial Data
Immutable, air-gapped backups governed by a separate trust domain from your production environment. Attackers cannot encrypt, delete, or modify the recovery copy, even with administrator credentials.
Independent Backup for Financial and Tax SaaS
When breaches hit QuickBooks Online, Xero, NetSuite, Bill.com, or your tax preparation platform, your data is recoverable from a copy your firm controls, with retention you set instead of retention the vendor allows.
Immutable Audit Trails and Version Control
Point-in-time restore, version history, and audit logs aligned with SEC, FINRA, and SOC 2 requirements. The kind of trail that holds up under regulatory examination or a forensic accounting review.
Regulatory-Aligned Controls
Encryption at rest and in transit, retention policies built to satisfy SEC and FINRA recordkeeping, GLBA safeguards, IRS Publication 4557 for tax preparers, and SOC 2 attestation requirements.
Endpoint Backup for Remote and Hybrid Staff
Bookkeepers working from home, advisors on the road, CPAs handling overflow during tax season. Endpoint backup covers laptops, desktops, and synced cloud folders so a stolen device does not become a regulatory event.
24/7 U.S.-Based Recovery Specialists
The same team that builds your backup runs the recovery when an incident fires, whether it hits during tax season, year-end close, or the morning of a client meeting. We pick up the phone.
Built for the
Financial Stack
CyberFortress integrates with the platforms financial and accounting professionals actually run on every day.
Real Incidents We Handle
for Finance & Accounting
Most data protection conversations stay abstract until something actually breaks. These are the scenarios finance and accounting firms bring to us most often.
CPA firm restoring client tax data during peak filing season
Bookkeeping firm recovering year-end close work after a ransomware incident
Investment advisor restoring client portfolio and reporting data after a SaaS vendor breach
Wealth management firm meeting an SEC examination request after a data loss event
Internal finance team restoring AP and AR records after an Excel or SaaS corruption
Audit firm responding to a regulatory request with complete documentation and version history intact
When the Auditor or Regulator
Asks for Documentation
CyberFortress Professional Services helps finance and accounting firms find the gaps before an incident does. AI-led assessments score your recovery posture against SEC, FINRA, GLBA, and SOC 2 requirements and produce the documentation regulators, auditors, and cyber insurers expect to see. Senior consultants deliver high-touch engagements for incident response, BCP/DR development, and executive resilience briefings ahead of cyber insurance renewals.
From Assessment to
Operational Resilience
Assessment
We evaluate your systems, regulatory obligations, SaaS dependencies, and critical client data to identify the gaps that would block recovery during a real incident or fail an examination.
Onboarding
Our team configures backup, retention, and recovery for your environment, with policies aligned to SEC, FINRA, GLBA, IRS Publication 4557, and your cyber insurance requirements.
Ongoing Monitoring
Daily encrypted backups, monthly verified restores, and 24/7 monitoring with U.S.-based specialists watching for credential theft, ransomware, and wire fraud staging.
Recovery Support
When an incident hits, our recovery team is on the call within minutes. We help you restore data, document the response for regulators, and brief firm leadership on what changed.
Backed by the People Who Answer the Phone
Every solution on this page is operated by U.S.-based recovery specialists on call 24/7. ISO 27001 certified, 20,000+ businesses protected, and 20+ years of recovery work behind us. When QuickBooks goes offline at 11 p.m. on April 14 and a hundred returns are still pending, we answer the phone.
Ready to Build a Recovery Plan
Your Auditor Won’t Question?
Talk to a CyberFortress expert who works with CPAs, bookkeepers, advisors, and internal finance teams every day. We will scope what you need, identify the gaps that would block recovery, and recommend the right mix of platform, services, and managed backup for your firm or finance department.
