Features
Client Guard Academy is purpose-built for accounting firms — not generic cyber training repurposed for your industry.
What's included
Every lesson is written for the real threats accounting firms face — not generic examples that don't land with your team.
How to spot impersonation emails from HMRC, IRS, Companies House, and other authorities that target accounting firms specifically.
Recognising bank detail change requests, payroll redirect scams, and invoice manipulation — common attacks targeting finance teams.
Handling tax records, payroll data, and financial documents securely. Covers GDPR, PIPEDA, and CCPA obligations for accounting practices.
What staff must never paste into ChatGPT, Copilot, Claude, or Gemini — and how to use AI tools safely without exposing client data or firm information.
Password managers, multi-factor authentication, and access hygiene — practical guidance your team can act on immediately.
Safe practices for home offices, shared workspaces, and public networks — particularly relevant for hybrid accounting teams.
How AI-generated voice cloning, fake video calls, and mass-personalised phishing emails are used to impersonate clients, partners, and HMRC — and how to verify legitimacy.
Step-by-step guidance on recognising a breach, who to tell, what not to do, and how to limit damage — so your team doesn't freeze under pressure.
Policy library
Give your firm a practical starting point for cyber security, AI use, payment verification, client data handling, and incident response policies. Start from a boilerplate template, adapt it to your practice, then publish it for your team.
Staff can review each published policy inside the platform and confirm they have read and understood it. Every acknowledgement is recorded against the user, policy, version, and date.
Use ready-made templates with firm-specific placeholders, then edit the wording so it reflects how your practice actually works.
See who has accepted each policy, which version they accepted, and when. Policy acknowledgement progress appears alongside training completion reports.
Download firm policies as Word documents or PDFs for board packs, insurer requests, client assurances, or internal compliance folders.
The platform
You shouldn't have to chase people or manually track who's done what. The platform handles it.
Invite team members individually or in bulk via CSV upload. Assign roles, track progress, and manage access from one place.
See at a glance who has completed training, who is in progress, and who hasn't started. Filter and export for compliance records.
Each team member receives a certificate when they finish the course. Useful for PI insurance renewals, audits, and client assurances.
Every lesson includes a short quiz. Staff must pass before completing the module, ensuring the training actually lands — not just clicked through.
Cyber threats evolve. Your subscription keeps your team current with updated content each year — including new AI and fraud techniques as they emerge.
Download a full completion report in one click. Share with your PI insurer, compliance officer, or use it in client-facing security statements.
Who it's for
Most cyber training is built for large organisations with dedicated IT departments. Client Guard Academy is designed for firms of 2–30 people where the practice manager, firm owner, or senior partner is also the one managing security.
Setup takes under ten minutes. Staff can complete training on any device in under two hours. No IT knowledge required.
Set up your firm in minutes. Your whole team can complete training in under two hours.
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