Accounting & tax
Tax season is phishing season. Catch the fake client request before anyone falls for it.
For CPA, tax and bookkeeping firms. Protection that fits a small firm's budget and doesn't need an IT department to run.
What we hear
The busiest weeks of the year are the riskiest.
Fake client requests
“Here are my tax documents” links that lead to a fake sign-in page.
Payroll and invoice fraud
A client or vendor “changes” their bank details days before a payment.
Returns sent as attachments
SSNs and full returns go out by email, and there's no taking them back.
How MnemoShare helps
Big-firm protection, sized for yours.
Connect it in an afternoon. Nothing for clients to install.
Fraud and phishing flagged
Payment-change requests, look-alike senders and fake sign-in links are flagged, with the reason shown.
Links checked again at the click
A link that looked safe when it arrived is checked again when someone opens it.
SSNs and returns caught going out
Sent as a secure link with proof of who opened it, instead of an attachment.
Train your staff on real-looking scams
Phishing simulation is included: payroll redirect, invoice fraud and credential harvesting.
Phishing simulation, included
Find out who would have clicked, before tax season does.
Pick a scenario, send it to your team and see who opened, clicked, entered details or reported it.
Included in the price
Phishing simulation for your whole staff, at no extra cost.
Priced for a small firm
MnemoShare Lite
For firms under 750 users. Published pricing, no volume tiers, nothing sold as a module.
Everything included
- Fraud, phishing and impersonation protection
- Outbound data protection, 3 detection tiers
- Attachments sent as secure links
- Links checked at the click
- Phishing simulation for your staff
- Connect by API or route mail through us
Collecting W-2s and 1099s by email? MnemoShare Secure File Sharing gives clients a link to upload and sign instead.
Secure File Sharing →For your IT person or MSP
Need the technical detail?
Setup steps, detection details and security documentation.