TaxPerts GmbH
Client data maximally protected, data protection fully met – security solution for TaxPerts GmbH
CNEXTServices
- Identity Security
- SharePoint Security
- Microsoft Entra ID
- Zero Trust
Related CNEXT Solutions
01
The Challenge
TaxPerts GmbH is a leading Swiss tax consultancy managing highly sensitive financial data for hundreds of private and corporate clients. This data – tax returns, financial statements, correspondence with tax authorities, and strategic planning documents – represents an attractive target for cyberattacks and insider threats.
Despite recognizing the sensitivity of this data, the firm had not yet implemented modern identity security: multi-factor authentication was not enforced, Conditional Access policies were absent, and the SharePoint environment had grown organically without consistent security guardrails. The partners wanted a comprehensive security transformation that meets Swiss data protection standards while preserving the firm's agile, client-focused workflow.
02
Our Solution
We implemented a full identity and data security stack for TaxPerts.
Identity security: Entra ID with MFA enforced for all users, Conditional Access policies that require compliant devices and restrict access by location and risk score, and Privileged Identity Management for administrative roles.
SharePoint security: Zero Trust architecture with site-level access controls, sensitivity labels that automatically classify and protect client documents based on content, and DLP policies that prevent accidental sharing of tax data outside the organization.
Defender for Office 365 provides anti-phishing and safe attachments.
All changes were introduced with change management: user training, phased rollout, and a dedicated helpdesk during the transition.
03
The Result
TaxPerts now operates with bank-level security for client data.
All Swiss data protection requirements (nDSG) are fully met and documented.
The team works securely from anywhere – office, home, or client sites – with seamless MFA that doesn't disrupt the workflow.
Client confidence has increased because TaxPerts can demonstrate concrete security measures during onboarding.
The security posture is continuously monitored and improved through regular reviews with CNEXT.
More about the customer:
TaxPerts GmbH
