3 Microsoft 365 Defaults Putting CPA Firms at Risk

Your Microsoft 365 setup could be exposing sensitive data to hackers, clients, and even spam bots—without you knowing.

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Why CPAs Are Vulnerable in Microsoft 365

Microsoft’s default settings prioritize convenience over security. This is great for collaboration—terrible for client confidentiality. In less than 5 minutes, any employee can unknowingly:

- Invite outsiders into internal Teams and SharePoint folders
- Share sensitive tax files with anyone on the internet
- Connect third-party apps that siphon out company data

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The 3 Security Defaults You Must Fix

Icon1 - 3 Disastrous Security Defaults
UNFETTERED GUEST ACCESS

Anyone in your firm can invite outsiders into your Microsoft 365. That client you collaborated with last month? They can still access internal groups and contact info.

Icon2 - 3 Disastrous Security Defaults
UNRESTRICTED SHARING IN ONEDRIVE & SHAREPOINT

By default, your team can share files with anyone—even anonymously. Even worse: invited guests can re-share with others.

Icon3 - 3 Disastrous Security Defaults
THIRD-PARTY CLOUD APP CONSENT

Employees can grant powerful data permissions to apps like Salesforce, LinkedIn, or unknown third parties without your approval.

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Why CPAs Trust PK Tech

✔ 15+ Years as Microsoft Partner ✔ SOC 2 Type II Certified ✔ Arizona-based with deep CPA expertise ✔ Hands-on configuration & user training ✔ Trusted by top accounting firms.