Frequently asked questions

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.

There is no penalty for failing. Staff are encouraged to review the lesson material and try again. The quiz must be passed at 70% or above to mark the lesson as complete. Most people pass on their first or second attempt.

Every lesson is written specifically for accounting practices. Examples cover fake HMRC emails, payroll fraud, client data and GDPR, unsafe use of AI tools like ChatGPT and Claude, and other threats that are particularly relevant to firms handling financial data.

Pricing is a flat annual subscription per firm — not per seat. Your plan covers a set number of team members, and everyone on your team has full access. See the Pricing page for current plan details.

Yes. You can sign up and explore the platform before your subscription starts. No credit card is required to begin. When you're ready to go live with your team, you'll choose a plan.

Yes. You can invite additional team members at any time within your plan's limit. If you need to increase your plan, get in touch and we'll sort it for you.

Yes. Every team member who completes all lessons and passes all quizzes receives a personalised completion certificate. Certificates include the staff member's name, firm name, course name, and completion date.

Yes. Firm owners and admins can download a full CSV completion report at any time from the Reports section. This shows each team member's progress, quiz results, and completion status — useful for PI insurance renewals or client due diligence requests.

Client Guard Academy is designed to support your staff awareness obligations under UK GDPR and ICAEW / ACCA guidance on data protection and cyber security. However, it is not a substitute for legal advice. We recommend speaking with your compliance adviser about your specific obligations.