Tax season starts in January. Train your team before the first return comes in.Enroll your team →
Apex Tech 4 Tax Pros
(979) 710-3386Enroll — $199/person
For tax preparers & tax offices

One wrong click can expose every client file in your office.

Security awareness training built for tax offices. Your team learns to spot phishing, gets tested with real-world simulations, and you get completion reports to keep on file with your WISP.

One price per person
$199 / person
We manage every userEnglish or Spanish support
  • Security awareness training for every person on your team
  • Phishing simulations that test what your team actually does
  • Completion reports: proof of who trained and when
  • LinkedIn badge for every team member who completes
Supports FTC 16 CFR 314.4(e) IRS Pub 4557 IRS Pub 5708
Takes 30 seconds$199 × 1
1 · Your details2 · Checkout3 · We enroll your team

Enroll your team

People to trainInclude yourself
1
Total$199
Secure checkoutWe manage usersBilingual support

Not ready? Test your phishing instincts first ↓

§ 314.4(e)(1)

The FTC Safeguards Rule requires security awareness training for your personnel, updated for the risks in your risk assessment.

FTC · 16 CFR 314.4(e)
Your WISP

Your written security plan says your staff is trained. Completion reports are how you show it.

IRS Pub 5708
Every season

The IRS warns tax professionals about phishing and spear-phishing scams aimed at their offices every filing season.

IRS Pub 4557
30 days

A breach involving 500 or more consumers must be reported to the FTC within 30 days of discovery.

FTC · 16 CFR 314.4(j)
FTC Safeguards Rule 314.4(e)IRS Publication 4557IRS Publication 5708Phishing simulationsCompletion reportsLinkedIn badgeWe manage every userEnglish & Español
Try it now · 60 seconds

Would your team click this?

This email has 5 red flags. Click on everything that looks suspicious. Most people stop at two.

URGENT: Your e-file account will be suspended in 24 hours
TaxSoft Pro Support <support@taxsoft-pro-verify.net>to me · 9:41 AM

Dear Valued Customer,

We detected unusual activity on your account. To avoid interruption of e-filing during tax season, verify your login and EFIN now.

Verify my account

Review the attached security notice before signing in.

Security_Notice_2027.html.zip

— TaxSoft Pro Security Team

Red flags found
0/5
  • 1. Look-alike sender"taxsoft-pro-verify.net" is not the real vendor domain.
  • 2. Fake urgency"24 hours" pressure is designed to stop you from thinking.
  • 3. Generic greetingYour real vendor knows your name.
  • 4. Credential linkNever sign in from an email link. Go to the site yourself.
  • 5. Dangerous attachmentA zipped .html file is a classic malware or fake-login trick.
Train my team — $199/person

Example email created for training. "TaxSoft Pro" is fictional.

The problem

Your firewall can't stop a click.

Antivirus, MFA and backups protect your systems. Your people are the last line of defense, and attackers know tax offices are busiest, and most rushed, from January to April.

A template policy that says "staff are trained" isn't the same as a team that actually recognizes a fake login page.

1. One email gets throughIt looks like your software vendor, a client or the IRS.
2. One person clicksDuring a 12-hour day in March, it only takes once.
3. Client data is exposedIRS reporting, client notices, possible FTC notice, and your reputation.
Or: they recognize it and report itThat's what training and simulations build.
What's included

Everything your team needs. Nothing for you to manage.

Security awareness training

Online training on phishing, passwords, MFA and safe handling of client data. Each person trains at their own pace.

Phishing simulations

Realistic test emails show who clicks, so you know where the risk is before a real attacker finds it.

Completion reports

Records of who completed training and when. Keep them with your WISP for your annual review.

LinkedIn badge

Every team member who completes gets a badge to share. Clients see a firm that takes their data seriously.

We manage every user

We enroll your team, send reminders and track progress. No platform for you to learn.

Bilingual support

Questions? Call or email us in English or Spanish, Mon–Fri, 9 a.m.–6 p.m. CT.

Choose your path

Free videos vs. a training program you can prove.

A

Do it yourself

  • ContentFind and pick videos yourself
  • TestingNot included
  • ProofSign-in sheet, if anyone remembers
  • Admin workYou chase every employee
  • RecognitionNot included
Price$0 + your time
Recommended
B

AT4TP

  • ContentStructured awareness training
  • TestingPhishing simulations
  • ProofCompletion reports for your WISP file
  • Admin workWe enroll, remind and track
  • RecognitionLinkedIn badge per person
Price$199 / person
Enroll my team — $199/person
Price your team

Simple pricing. One price per person.

How many people touch client data?

Count preparers, front desk, bookkeepers and seasonal staff, including yourself.

130+

Larger team or multiple offices? (979) 710-3386

3 people
$597
  • Training for every person
  • Phishing simulations
  • Completion reports + LinkedIn badges
  • We manage every user
Enroll this team →
How it works

Three steps. We handle the setup.

Check out

Pick how many people to train and complete checkout. No software to install.

Send us your team

Reply with names and emails. We enroll everyone and send their login.

Train, test, keep the proof

Your team trains, we run phishing simulations, and you get completion reports for your WISP file.

Enroll my team — $199/person
Your security program

Complete your security program.

Training is one part of the Safeguards Rule. These cover the plan and the devices.

  1. In your order

    Awareness training

    Your team trained, tested with phishing simulations, and documented.

    $199 / person
    Enroll my team →
  2. Recommended nextThe plan

    Custom WISP

    Your Written Information Security Plan, written for your practice in under 5 minutes. English or Spanish.

    $199
    Get my WISP →
  3. The devices

    Remote IT Security Assessment

    We check your actual devices against what your WISP says.

    From $599
    Call to schedule →
FAQ

Questions, answered.

Mon–Fri, 9 a.m.–6 p.m. CT, in English or Spanish.

(979) 710-3386info@at4tp.com
Is security training actually required for tax preparers?
Paid tax preparers are covered by the FTC Safeguards Rule. Section 314.4(e)(1) requires providing your personnel with security awareness training that is updated as needed to reflect the risks in your risk assessment. The IRS also covers employee training in Publications 4557 and 5708. This is general information, not legal advice.
I'm a solo preparer. Do I need this?
Yes. The rule applies to you as the person handling client data. Enroll just yourself for $199, and add seasonal staff when you hire them.
What's a phishing simulation?
A safe test email that looks like a real attack. If someone clicks, nothing bad happens. They see a short lesson, and you see where your team needs more training.
Do I have to manage the platform?
No. We enroll your users, send reminders, run the simulations and send you the completion reports.
Is support available in Spanish?
Yes. Our team supports you in English or Spanish by phone and email.
Does training make my office compliant?
Training covers one required element. The Safeguards Rule also requires a written plan (WISP), a Qualified Individual, safeguards like MFA and encryption, and an incident response plan. Our Custom WISP and IT Security Assessment help with those.
What's your refund policy?
All sales are final upon purchase. If something goes wrong, call (979) 710-3386 or email info@at4tp.com and we'll make it right.

Train your team before tax season.

$199 per person · phishing simulations · completion reports · LinkedIn badge · we manage every user

Enroll my team — $199/personCall (979) 710-3386
CallEnroll — $199