Give your team practical training on phishing, fake tax authority emails, payroll scams, client data risks, and unsafe AI use — with ready-to-use policy templates, staff acknowledgements, quizzes, and a simple admin dashboard to prove completion - updated quarterly.
First course and policy templates free for 2 users — no credit card needed to get started.
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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.
Cyber & AI Safety Pack
Most small accounting firms know they should have clearer rules around cyber security, AI usage, client data, suspicious emails, and payment verification — but few have time to create training, policies, quizzes, and completion records from scratch.
Client Guard Academy gives your firm a practical safety pack your team can use quickly.
Short, accounting-specific training modules
Ready-to-use policy templates
Staff acknowledgement tracking
Quizzes and knowledge checks
Completion certificates
Admin dashboard and completion reports
Quarterly updates as scams and AI tools evolve
Your team does not need to become cyber security experts. They need to understand the realistic risks, know what to verify, and follow clear firm-wide rules.
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 safety pack your whole team can complete in a few hours — with training, policy templates, staff acknowledgements, and completion records your firm can rely on throughout the year.
Every scenario is drawn from real threats facing accounting practices — written for UK, US, Canadian, and European firms.
Staff learn what must never be pasted into ChatGPT, Claude, Copilot, Gemini, Codex, CoWork, or other AI tools — with examples relevant to client financial work.
Give your team clear rules for AI usage, suspicious emails, client data handling, and payment verification without writing policies from scratch.
Ask team members to confirm they have read and understood key policies, then track acknowledgement in the admin dashboard.
Add your whole team in minutes. No IT department required.
Each module ends with a short quiz so staff confirm they understand the risks and what to do.
See at a glance who has completed training, passed quizzes, and acknowledged the relevant policies.
Receive updated scam examples, AI safety guidance, and policy notes as threats and tools evolve.
Policies
Training tells your team what to watch out for. Policies tell them what your firm expects them to do.
Client Guard Academy includes practical policy templates designed for small accounting firms, so you can quickly put clear rules in place without starting from a blank page.
Set clear rules for how staff can use ChatGPT, Claude, Copilot, Gemini, Codex, CoWork and other AI tools — including what client data must never be entered.
Give staff a simple process for handling suspicious emails, unexpected links, attachments, fake tax authority messages, and impersonation attempts.
Reduce the risk of invoice redirection and CEO/client impersonation scams with clear verification steps before bank details or payment instructions are changed.
Help staff understand how to handle confidential client documents, tax records, payroll information, financial summaries, and personal data safely.
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.
Quarterly updates
Cyber scams and AI tools are changing quickly. Your training should not stay frozen in time.
Client Guard Academy includes quarterly updates covering the risks and examples your team needs to understand now.
That means your subscription is not just access to a one-off course. It becomes a maintained safety resource for your firm.
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.
Yes. Client Guard Academy includes practical policy templates for AI usage, suspicious emails, payment and bank detail changes, and client data handling. They are designed to help small accounting firms put clear rules in place quickly.
No. Client Guard Academy does not require access to your client files, tax records, payroll data, accounting software, email inbox, bank details, or practice management system. Users only need a name and email address to complete training.
No. Client Guard Academy is designed to complement your IT provider. IT controls help block threats; staff training and policies help your team make better decisions when suspicious emails, AI tools, payment requests, or client data risks appear in everyday work.
Most firms can get set up in under 10 minutes.
Most staff can complete the core training in around 60–90 minutes.
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.
Trust & data
Client Guard Academy is designed for accounting firms that want better cyber and AI awareness without handing over sensitive client data.
We will never ask for access to your accounting software, tax authority accounts, email inbox, payroll records, bank details, client files, or practice management system.
Your team only needs a name and email address to complete training.
Client Guard Academy is operated by founder Peter Grillet, who has worked directly with over 200 accounting firms across the UK, US and Canada on systems, workflow, and client-service operations.
Client Guard Academy provides practical training and templates. It is not legal advice, compliance advice, or specialist cyber security consulting.
Start with two free users, review the training, explore the policy templates, and see how the completion dashboard works before inviting your full team.
No credit card required to get started.
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