INDUSTRY SOLUTION

IT Security for Tax Advisors

Protect professional secrecy, fulfill GDPR, reassure clients

Tax advisors are bound by professional secrecy under § 203 StGB. A data leak means not only GDPR fines but also criminal consequences. Vyrex protects DATEV environments, client mailboxes, and firm IT with industry knowledge, not just standard tools.

FOR WHOM?

Who benefits specifically?

Firm owner

You are personally liable for data breaches. A single ransomware incident can end a lifetime achievement.

IT responsible

You are a tax clerk, not a CISO. Nevertheless, DATEV should be secured, MFA enforced, and logging set up.

DPO / Data Protection Officer

You need evidence for TOMs and data breach reporting. We deliver the logs and reports at the push of a button.

HOW WE WORK

Structured 4-step process.

01

DATEV hardening

We check your DATEV installation against the DATEV Cybersecurity Initiative recommendations and close gaps.

02

MFA for all access

DATEV cloud, M365, remote access — all with multi-factor authentication. Not only for admins but every employee.

03

Endpoint protection and monitoring

Vyrex Node on all firm computers. Client data is not inspected, but attack patterns are detected.

04

Backup with restore test

Daily, geo-redundant backups with quarterly restore tests. In an emergency, you are productive again within 4 hours.

WHAT YOU GET

Concrete deliverables.

DATEV hardening audit
MFA rollout on all accounts
Vyrex Node on all endpoints
Client email encryption (S/MIME or PGP)
Privacy-compliant logs (with professional-secrecy protection)
TOM documentation for DPO
Phishing awareness training (DATEV tax threat special)
GDPR data breach reporting process
TYPICAL GAPS IN TAX-ADVISOR IT

The five most common risks — and how we close them.

Tax advisory firms share surprisingly similar IT gaps. Over the years, we have identified a pattern that confirms itself in almost every audit.
  • No MFA on DATEV cloud — we enable in 30 minutes
  • RDP exposed from outside — we build zero-trust remote access
  • Employee mailboxes without anti-phishing — we build filters + awareness
  • Backups without restore tests — we test quarterly
  • Server OS updates manual — we automate
  • Client data on private USB sticks — we build endpoint DLP
  • No data breach reporting chain — we build written process
FAQ

Frequently asked.

Does Vyrex see client data?

No. Vyrex logs events (logins, process starts, network connections) but no document contents. Processing follows GDPR Art. 28 with DPA. Professional secrecy is preserved.

What does IT security cost for a 10-person firm?

From €599 monthly in the 'Tax Advisor Basis' package. That includes MFA setup, Vyrex Node on all computers, monthly compliance reports, and 24/7 response to critical alerts.

Do you work with the DATEV Cybersecurity Initiative?

We follow their recommendations and know the specific DATEV hardening packages. We have no formal partnership with DATEV, which gives us room for individual solutions.

How do you protect against ransomware in the firm?

Four layers: 1) MFA everywhere, 2) endpoint detection recognizes encryption attempts in real time, 3) geo-redundant backups with air gap, 4) regular phishing simulations for employees.

NEXT STEP

Start IT security for tax advisors with Vyrex.

Free security check with first action plan within two business days — non-binding and without sales pressure.