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.

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No 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.

Start Protecting Your Firm

or

What a Single Breach Costs a CPA Firm

FTC Safeguards Rule penalty + legal$50–150K
Client notification & credit monitoring$20–50K
Client attrition & reputational damage$40–100K
Ransomware recovery & downtime$30–80K

$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.

1

Connect

Connect your firm's email in 5 minutes. Works with any major provider. No technical knowledge needed.

2

Simulate

CPA-specific phishing tests — IRS alerts, client portal spoofs, tax software lures — go out automatically.

3

Train & Report

Staff who click get a 2-minute training. You get FTC Safeguards-ready compliance reports.

Start Protecting Your Firm

$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
Start Protecting Your Firm

30+ users — email us for custom pricing.

PhishPlease_Security_Report_Feb2026.pdf
PhishPlease
Security Awareness Report
Prepared for
Henderson & Associates CPA
Report Period: September 2025 — February 2026
Executive Summary
Campaigns Run
6
Simulations Sent
108
Current Click Rate
13%
Training Completion
91%
Click Rate Trend
40%
Sep
32%
Oct
25%
Nov
20%
Dec
16%
Jan
13%
Feb
Department Performance
Tax Team20%52%94%
Audit12%64%96%
Admin22%48%88%
Partners6%74%90%
DepartmentClick RateReport RateTraining
FTC Safeguards Rule Compliance: ACTIVE
Regular simulations running. 91% training completion. All staff enrolled.

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 requirements

The FTC Safeguards Rule isn't optional. Neither is this.

Protection costs $89.99/month.

Start Protecting Your Firm

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