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Accounting and professional services Illustrative engagement

Adversary-in-the-middle phishing and session token theft at an accounting firm in tax season, contained and closed off

An accounting and tax firm of about 60 people on Microsoft 365, a leader in its segment.

Scale
1 Microsoft 365 tenant, ~60 users, 3 accounts phished, 1 malicious inbox rule set removed
Engagement
1 day of containment, 2 weeks of hardening, during the busiest weeks of the tax season

The challenge

A partner noticed replies in a client thread that she had never written. Staff used multi-factor authentication, yet someone had read client mail and sent messages from three accounts. It was the middle of tax season, with client tax documents, identity details and filing deadlines all in mailboxes, and the firm could not afford to take email offline.

An accounting firm of about 60 people called us during tax season after a partner saw replies in a client thread that she had never written. The client is not named on this page. This is an illustrative engagement that describes the kind of work our team does; details are composite. Email could not go offline: returns, identity documents and filing deadlines all lived in mailboxes, so the first instruction was to contain the attacker without stopping the firm.

The cause was an adversary-in-the-middle phishing attack. Three staff had followed a link in a message that looked like a document share and signed in on a lookalike page. The page relayed each login to Microsoft in real time, so the staff member passed multi-factor authentication, and the attacker kept the session token that Microsoft issued. With the token the attacker did not need the password or a second code. App-code and text-message sign-in do not stop this pattern.

Containment came first. Our team revoked every session and refresh token for the three accounts, reset the credentials and removed sign-in methods and devices the attacker had registered. Then we searched every mailbox for what attackers leave behind: rules that hid replies, moved messages to obscure folders or forwarded copies to outside addresses. Those rules were removed tenant-wide, and the firm's counsel received a timeline built from sign-in logs, audit events and message trace.

Closing the door took three controls. Conditional Access now requires phishing-resistant sign-in, passkeys or FIDO2 security keys, for partners, staff who handle client documents and administrators, because those methods are bound to the real site and a lookalike page cannot relay them. Token protection ties a session to the device it started on, so a stolen token is far less useful elsewhere. Legacy authentication is blocked, and alerts fire on new inbox rules and external forwarding.

The firm stayed open through the filing deadline, and staff learned from the real message instead of a canned example. Any change to a client's bank or refund details now needs a callback to a known number. This is the work our team does under cybersecurity and email security services; it reduces the chance and the damage of a repeat, and it is not a guarantee.

What our team delivered

  • Immediate containment: revoke every session and refresh token for the affected accounts, reset credentials and remove sign-in methods and devices the attacker had registered
  • Conditional Access with phishing-resistant multi-factor authentication (passkeys or FIDO2 security keys) for partners, staff who handle client documents and administrators, with legacy authentication blocked
  • Token protection and sign-in session controls that bind a session to the device it started on, so a stolen token is far less useful elsewhere
  • Mailbox rule cleanup: hidden rules, forwarding to outside addresses and rules that moved replies out of sight were found and removed across the tenant
  • Review of sign-in logs, audit events and message trace to show which mailboxes were read and which client messages were sent
  • A written timeline and a notification assessment for the firm's counsel, plus a callback rule for any change of bank or refund details

Result

The attacker's access was cut within hours, the rogue rules were gone and the firm knew which mailboxes were touched. Email stayed online through the filing deadline, and phishing-resistant sign-in now protects the accounts attackers aim for. This is an illustrative engagement that describes the kind of work our team does; details are composite.

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