Shared access hides accountability
Shared logins, inherited administrator accounts, and informal credential handoffs make it difficult to know who accessed or changed client systems.
Accounting, payroll & financial-service firms
Protect the systems trusted with every client’s financial life.
Lilly helps accounting firms, bookkeepers, tax preparers, payroll providers, and related small financial-service firms strengthen operational controls around client data, QuickBooks and payroll administration, email, documents, payments, employee access, and recovery.
Accounting firmsBookkeepersTax preparersPayroll providers
Why this vertical is different
One compromised account can expose many businesses at once.
Financial-service firms concentrate client records, administrator privileges, tax documents, payroll access, and banking information. Security and internal control therefore have to follow the financial workflow—not sit beside it as a generic IT checklist.
Staff changes leave access behind
Seasonal workers, contractors, former employees, and outside providers may retain email, document, QuickBooks, payroll, or tax-software access.
Payment changes look routine
Payroll edits, vendor banking changes, ACH requests, and client instructions can be manipulated when verification and approval steps are unclear.
Priority work
Controls that protect both the firm and its clients.
Platform and administrator access
- QuickBooks administrator and firm-user access
- Payroll-platform administrator access
- Microsoft 365 and Google Workspace security
- MFA, account recovery and shared-account elimination
Client data and SaaS controls
- Client tax-document storage and retention
- Client financial-data permissions
- SaaS access and integration review
- Access logging and periodic user review
Payroll and payment safeguards
- Payroll change and release controls
- Vendor, ACH and banking verification
- Payment approval and segregation where practical
- Financial-fraud escalation procedures
People, policy and recovery
- Employee and contractor onboarding and offboarding
- Backup, recovery and business continuity
- Security policies and procedure documentation
- Safeguards Rule readiness support where applicable
A practical assessment
Review the controls around the actual client-service workflow.
Lilly can map who uses each critical platform, how access is granted and removed, where sensitive documents are stored, how payroll and payment changes are verified, and how the firm recovers from account loss or system interruption.
Findings are prioritized by business impact and paired with specific remediation steps. Readiness support does not constitute regulatory certification, a legal opinion, or guaranteed compliance.
Start with the sensitive workflow
Bring us the platform, access, client-data, payroll, or payment concern.
We will define a practical assessment and remediation scope around the systems your firm actually uses.
Professional scope
Lilly Financial provides accounting-informed operational, control, and defensive cybersecurity support. We do not provide legal advice, regulatory certification, penetration testing, red teaming, digital forensics, malware analysis as a client service, 24/7 incident response, SOC monitoring, managed detection and response, or guaranteed security or compliance. Review complete service limitations.