For CPA & Accounting Firms
Your Staff Will Click a Phishing Email. We'll Make Sure It's Ours.
The FTC Safeguards Rule now classifies your firm as a financial institution — and federally mandates phishing simulation training. One wrong click exposes client tax returns, SSNs, and financial records. PhishPlease runs the simulations so your team learns before a real attacker does.
The IRS flagged over 294,000 tax-related phishing attempts last year. Your staff is the target.
Start Protecting Your FirmNo credit card required · Setup takes 10 minutes ·
These Are Hitting CPA Inboxes Right Now
Click each one to see why it's dangerous.
71% of accounting firm staff click at least one of these.
What a Single Breach Costs a CPA Firm
$150K+
average total cost — vs. $89.99/mo for PhishPlease
The FTC Already Requires This. You Just Need to Prove It.
The FTC Safeguards Rule, updated in 2023, classifies every CPA firm as a financial institution. That means you are federally required to implement a written information security program — and security awareness training, including phishing simulations, is explicitly part of it.
Most small firms check the box. Almost none have documentation to prove it. PhishPlease generates the audit-ready training logs, simulation reports, and completion records that demonstrate ongoing compliance — automatically.
If you get audited or breached without documentation, the fine isn't theoretical. It's mandatory.
Set Up in 10 Minutes. No IT Team Required.
If you can send an email, you can run a phishing simulation.
Connect
Connect your firm's email in 5 minutes. Works with any major provider. No technical knowledge needed.
Simulate
CPA-specific phishing tests — IRS alerts, client portal spoofs, tax software lures — go out automatically.
Train & Report
Staff who click get a 2-minute training. You get FTC Safeguards-ready compliance reports.
$89.99/month
up to 30 users
SAVE 23%$69.99/mo billed annually
- CPA and accounting-specific phishing simulations
- Automatic employee training on click
- FTC Safeguards Rule compliance reports
- 10-minute setup, no IT required
30+ users — email us for custom pricing.
The report your insurance broker needs — generated automatically.
Your cyber insurance policy has a training requirement. Does your firm meet it?
Filing a breach claim without documented security training is one of the top reasons insurers deny coverage. PhishPlease gives you the simulation history and training logs your broker needs — generated automatically, always current.
See how PhishPlease meets insurance requirementsThe FTC Safeguards Rule isn't optional. Neither is this.
Protection costs $89.99/month.
Start Protecting Your FirmWant to test your team first?