Cybersecurity Checklist for Accounting Firms

A practical checklist covering the essential security controls every UK accounting firm should have in place to protect client data and meet regulatory obligations.

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1.Password & Authentication

Enforce unique passwords of 12+ characters for all business accounts
Enable multi-factor authentication on all cloud applicationsXeroQuickBooks OnlineDext
Use a password manager for team credential sharing
Disable shared logins and create individual user accounts
Review and revoke access for departed staff quarterly

2.Email Security

Enable SPF, DKIM, and DMARC records on your domain
Train staff to recognise phishing and CEO fraud emails
Use email filtering to block known malicious domains
Implement a policy for verifying bank detail change requests by phone
Disable auto-forwarding rules on all mailboxes

3.Device Security

Encrypt all laptops and mobile devices (BitLocker or FileVault)
Enable remote wipe capability on all work devices
Keep operating systems and software automatically updated
Use endpoint protection (antivirus) on all devices
Implement a mobile device management policy

4.Data Backup & Recovery

Maintain daily automated backups of critical data
Store backups in a separate location from primary data
Test backup restoration at least quarterly
Document your recovery time objectives for key systems
Keep offline copies of essential client records

5.Client Data Handling

Use encrypted file sharing for client documents (never email attachments)
Implement data retention and deletion policies
Ensure all cloud providers have appropriate data processing agreements
Classify client data by sensitivity level
Restrict access to client data on a need-to-know basis

6.Team Training

Conduct cybersecurity awareness training at least annually
Run simulated phishing exercises quarterly
Document an acceptable use policy for company devices and data
Train staff on secure handling of client financial data
Include cybersecurity in new joiner induction

7.Incident Response

Create a written incident response plan
Designate an incident response lead and backup
Know your ICO notification obligations (72-hour window)
Maintain an up-to-date contact list for key vendors and insurers
Conduct a post-incident review after any security event

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