Train your team to spot phishing, fake tax authority emails, payroll scams, client data risks, and unsafe AI use — then prove completion with a simple admin dashboard.
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Accounting firms hold tax records, payroll data, bank details, company records, and confidential client documents. One careless click can create a serious breach — and AI tools are introducing new risks most practices aren't prepared for, regardless of where they operate.
Convincing emails impersonating HMRC, IRS, CRA, and other tax authorities trick staff into handing over credentials or authorising fraudulent transfers.
Fraudsters intercept communications to redirect salaries, supplier payments, and client bank details to accounts they control — a global and growing threat.
Staff pasting client data, tax records, or payroll files into ChatGPT, Claude, or Copilot creates serious data protection and confidentiality risks.
A complete, accounting-specific training programme your whole team can complete in a few hours — relevant wherever your firm is based.
Every scenario is drawn from real threats facing accounting practices — written for UK, US, Canadian, and European firms.
Staff learn exactly what must never be pasted into ChatGPT, Claude, Copilot, or Gemini — with examples relevant to client financial work.
Add your whole team in minutes. No IT department required.
Each module ends with a short quiz. Staff must pass before moving on.
See at a glance who has completed training and who still needs to finish.
Staff receive a certificate on completion. Export a full report for compliance, insurance, or regulatory purposes.
Every team in your firm now has access to powerful AI tools. So does every scammer. The same technology that makes work easier is being weaponised — and accounting firms, handling the financial data of dozens of clients, are one of the highest-value targets.
Staff routinely paste client names, tax references, payroll figures, and financial summaries into ChatGPT, Claude, Copilot, and Gemini to speed up their work. That data leaves your firm the moment they press enter — potentially training future models, stored on third-party servers, and outside your control entirely.
AI can now generate convincing video of a person saying things they never said — in real time. Fraudsters are already using deepfake video calls to impersonate firm partners, clients, and bank representatives to authorise large transfers. If your team hasn't been trained to verify identity through a second channel, they're exposed.
With as little as a few seconds of audio from a LinkedIn video or voicemail, AI tools can clone someone's voice and read any script. Your team might receive a call from what sounds like a senior partner or a trusted client instructing them to change bank details or transfer funds. Voice alone is no longer a reliable form of verification.
Scammers no longer write phishing emails manually. AI tools generate thousands of personalised, grammatically flawless, contextually relevant phishing emails in minutes — referencing your firm's name, specific clients, recent news, and real job titles scraped from LinkedIn. The old advice of "look for spelling mistakes" no longer applies.
You cannot firewall your way out of a staff member who doesn't know what to look for. The firms that stay protected are the ones where every person — from the trainee to the senior partner — understands the risks, knows the red flags, and has been trained on what to do.
Covering every major threat facing accounting firms today — with examples drawn from the UK, US, Canada, and Europe.
Understand why practices are attractive targets globally and how attackers think.
Learn to spot fraudulent emails impersonating HMRC, IRS, CRA, and other authorities.
Recognise tactics used to redirect payments and steal client funds — a threat in every region.
Handle sensitive data correctly and understand your obligations under GDPR, PIPEDA, CCPA, and equivalent regulations.
Implement strong authentication across all firm and client systems.
Know exactly what cannot be pasted into ChatGPT, Claude, Copilot, or Gemini — regardless of jurisdiction.
Stay secure when working from home, client sites, or public spaces.
Follow the right steps to limit damage, report incidents, and recover quickly.
If your team handles client financial data, this training is for you — wherever you're based.
FAQs
Quick answers from accounting firms just like yours.
Getting started takes less than five minutes. Sign up, enter your firm name and size, select your training courses, and you're ready to invite your team. Most firms have their whole team signed up within an hour.
None at all. The platform is designed for busy accountants and practice managers, not IT professionals. If you can send an email, you can use Client Guard Academy.
The full Cyber & AI Safety course — eight lessons with knowledge check quizzes — takes most staff members between 90 minutes and two hours to complete. Staff can pause and continue at any time, and lessons are accessible on any device.
Yes. The platform is fully responsive and works on any modern device — desktop, laptop, tablet, or smartphone. Staff can complete training at their desk or on the go.
Takes minutes to set up. Your team completes all eight modules in under two hours.