Financial services and accounting firms manage some of the most sensitive information a business can possess—client financial records, tax documents, payroll data, and confidential communications. Protecting that information requires more than basic cybersecurity tools. It requires a technology partner who understands the systems your firm relies on, the regulations you face, and the risks you work to prevent.
Rekall helps accounting and financial services firms build secure, reliable technology environments with controlled access, protected communications, and proactive security measures. From preventing account compromise to maintaining compliance documentation, we help firms protect the data their clients trust them to safeguard.
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A technology failure in accounting or financial services is never just an IT issue. A compromised email account can lead to fraudulent payments or wire transfers. A ransomware attack can disrupt critical work during tax season, reporting deadlines, or other time-sensitive business activities. A security gap can expose confidential client information, interrupt day-to-day operations, and create problems with regulators, insurance carriers, and business partners.
The pressure is constant: deadlines that cannot move, client data that cannot be compromised, and compliance requirements that must be met. Your technology should support the way your firm works—not create additional risk.
Financial and accounting firms are expected to meet strict cybersecurity, privacy, documentation, and operational standards driven by regulators, insurance carriers, clients, and business partners. Those requirements are only getting stricter, with firms increasingly being asked to demonstrate not only that protection exists, but that it is actively monitored, enforced, and documented.
Rekall works with financial and accounting organizations across industries, structures, and firm sizes. If you don’t see your specialty or service focus listed here, chances are we’ve worked with organizations similar to yours. Our experience across accounting and financial services is broad enough that we understand your workflow, your software, and your compliance pressures before the first conversation.
Some of the practice areas and firm types we’ve supported include:
Our services are a direct result of our clients’ needs of our financial or accounting firms clients. As those needs have evolved, so have our solutions.
Every call is answered by a person and directed to the technician most familiar with your organization or your specific concern. Our help desk is available from 8 am to 9 pm, seven days a week, including holidays—because deadlines don’t move, clients are counting on you, and technology failures don’t keep business hours.
Every Rekall client receives unlimited remote support. When a single missed call or delayed response can disrupt operations, not having to think twice about picking up the phone is priceless.
Rekall has technicians who specialize in supporting accounting and financial organizations. We know the platforms your firm relies on so you’ll never be stuck explaining your workflow to someone who doesn’t know your world. We support a wide range of industry-specific software, including:
Accounting & Tax
Practice Management & Operations
Business Productivity
Email is often where financial fraud begins. One of the most common attack methods targeting accounting and financial firms involves compromised email accounts used to intercept sensitive communications, redirect payments, impersonate clients or executives, and facilitate wire transfers.
Attackers who gain access to mailboxes often create hidden rules—automated instructions that silently reroute or conceal emails—allowing them to monitor conversations, steal confidential information, and manipulate financial transactions while operating invisibly inside a compromised account, sometimes for weeks.
Rekall’s monitoring detects these suspicious rule changes early, helping stop fraudulent activity before it leads to financial loss or exposes sensitive client information.
Our email security stack includes spam and phishing filtering, multi-factor authentication, mailbox monitoring, account takeover protection, and rapid response when suspicious activity is detected.
And because human error is always a factor, Rekall encourages your team to contact our help desk any time an email, payment request, or client communication doesn’t look right. We’d rather investigate a false alarm than help you recover from a successful attack.
Accounting and financial services firms are attractive targets because of the volume and sensitivity of the financial information they manage. A single breach can affect dozens or hundreds of clients at once. Rekall’s cybersecurity approach is built around that reality, with:
Regulatory requirements, insurance carriers, and client security expectations increasingly require firms to demonstrate that security policies are centrally managed and consistently enforced—not just described in a document, but actively in place and provable. Rekall uses centralized device and identity management tools to give your organization that control, including:
Many firms still rely on desktop-based accounting and financial software that doesn’t move easily to standard cloud platforms. Rekall’s private cloud can host these applications in a secure, managed environment, giving your team remote access to the software they already know without forcing them to switch to a new platform or rely on aging in-office hardware. For firms already using cloud-based tools, Rekall manages, secures, and supports those environments as well.
Accounting staff handle sensitive client data every day and are frequent targets of phishing attempts, fraudulent requests, and social engineering attacks designed to exploit that access. Rekall offers monthly phishing simulations and security awareness training to help your team recognize suspicious communications before they become a problem. Our project team reviews the training results, so your Strategic Account Manager can follow up with staff who may need additional coaching. Your Strategic Account Manager can follow up with staff who may need additional coaching. Many cyber insurance policies and compliance frameworks now require documented security awareness training—Rekall helps you satisfy that requirement and reduce your team’s human risk.
Many firms are cautiously exploring AI as a way to streamline routine work and reduce administrative burden. AI tools may assist with organizing documents, extracting data from forms, preparing first drafts of client communications, and quickly locating information across large volumes of records and documentation.
Because accounting and financial services firms handle sensitive financial and taxpayer information, they must implement AI tools carefully. Before adopting any solution, firms need to understand how client data is stored, who can access it, whether information is retained or used to train AI models, and how the technology aligns with professional and regulatory requirements. Rekall helps firms evaluate AI solutions, address security and compliance concerns, and implement tools within secure environments that align with applicable regulatory requirements and your organization’s internal policies.
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A firm running desktop-based tax software needed to get staff working remotely without migrating to a new platform mid-season. Rekall moved the existing applications into its private cloud, allowing the team to work securely from anywhere without retraining or changing their existing workflows.
After detecting suspicious mailbox rule changes inside a client’s Microsoft 365 environment, Rekall secured the compromised account before attackers could redirect payments or gain access to additional sensitive communications. Early detection prevented a costly incident and allowed the organization to continue operating with minimal disruption.
