ATTENTION: CPAs, ENROLLED AGENTS, TAX ATTORNEYS, AND OTHER TAX PROFESSIONALS WHO ARE worried about ransomware, phishing, or data breaches.
LIVE Free Training: Cybersecurity For Tax Professionals With Level3MD! Date: 6/5/2026 | Time: 7:00 PM EST
Date: 6/11/2026 | Time: 7:00 PM EST
Your Accounting Firm Is Sitting on a Goldmine of Client Data. Cybercriminals Know It. Regulators Know It. The Question Is: Are You Ready?
Join this free executive briefing for accounting and tax firm leaders who want to protect client data, reduce downtime, meet FTC Safeguards expectations, and modernize their IT before a cyber incident, audit, or client complaint forces the issue.
STARTS IN
Wilson Joseph
CEO Of Level3MD
Farah Joseph
COO of Level3MD
Most accounting and tax firms do not have a “cybersecurity problem.”
They have a client trust problem waiting to happen.
Your firm stores tax returns, Social Security numbers, bank records, payroll data, financial statements, entity documents, and private client conversations. That makes your firm a high-value target for hackers, phishing attacks, ransomware groups, rogue login attempts, and compliance scrutiny.
And here is the part most firm owners do not realize until it is too late:
A basic antivirus tool, a shared password spreadsheet, and a general IT person who “helps when something breaks” are not enough to protect a modern accounting firm.
During busy season, even a few hours of downtime can create missed deadlines, frustrated clients, delayed filings, lost revenue, and serious reputational damage.
This webinar will show you how to identify the hidden technology and cybersecurity gaps inside your firm before they become expensive problems.
What You’ll Learn
During this free briefing, you will learn:
Why accounting and tax firms with 10 to 50 employees are prime targets
for cybercriminals, especially during tax season and deadline-heavy periods.
The biggest cybersecurity mistakes firms make
even when they believe they already have “IT handled.”
What the FTC Safeguards Rule means in practical terms
for firms that handle sensitive consumer financial information.
How to know whether your firm’s current IT setup is helping you grow or quietly exposing you to risk.
The 7 areas every accounting firm should review now:
email security, MFA, device protection, access controls, backups, employee training, and incident response.
Why downtime is more than a technical issue
and how one outage can disrupt revenue, client confidence, and staff productivity.
How to create a simple cybersecurity roadmap
without overwhelming your team or hiring a full internal IT department.
What questions to ask your current IT provider
to determine whether they are truly managing cybersecurity or simply responding to tickets.
How to move from reactive IT support to proactive risk management
so your firm is not always waiting for something to break.
Who This Is For
This is for firm leaders who want a practical, business-focused conversation about protecting client data, reducing risk, and making better technology decisions.
You own or operate an accounting, tax, or bookkeeping firm with 10 to 50 employees.
You are not sure whether your current IT provider is doing enough.
Your firm handles sensitive client financial data.
You want to grow your firm without technology becoming a bottleneck.
You are concerned about cybersecurity, compliance, downtime, or client trust.
You want practical guidance, not technical jargon.
You want to be proactive before an incident, audit, or client data concern forces your hand.
This is not for firms looking for generic “cybersecurity awareness” theory.
Trusted by Professional Services Firms That Cannot Afford Data Breaches, Downtime, or Client Trust Issues
Level3MD helps accounting firms, law firms, healthcare practices, and other professional services businesses strengthen cybersecurity, improve IT reliability, and prepare for compliance expectations.
“Before working with Level3MD, we knew cybersecurity was important, but we did not have a clear roadmap. Their team helped us understand our risks, improve our systems, and take practical steps to better protect our clients and our firm.”
Angie Toney, Founder, Oasis Tax Advisory
Your Clients Trust You With Their Most Sensitive Financial Information. Make Sure Your Technology Is Worthy of That Trust.
Join the free briefing and walk away with a clearer understanding of what your firm should fix first, what questions to ask, and how to reduce risk before it becomes expensive.
YOUR HOST
During The Security Briefing!
Wilson Joseph
CEO of Level3MD