For tax, accounting & bookkeeping firms
Stay FTC Safeguards compliant all year, not just the day you download a template.
We help you build your written security plan, remind you when things are due, and keep the proof in one place.
Why it matters now
It applies to youThe FTC Safeguards Rule covers tax preparers and bookkeepers regardless of firm size.
The IRS asks tooPTIN renewal asks preparers to confirm they have a written data security plan.
It never endsRisk assessments, reviews and training recur every year. A one-time document goes stale.
What your subscription includes
- Guided WISP builder — Answer plain-English questions and get a written information security plan tailored to your firm.
- Compliance calendar — Automatic reminders for risk assessments, owner reports, scans, vendor reviews and training.
- Evidence locker — Keep signed policies, training logs and scan results in one place.
- Staff training tracking — Short security refreshers with completion records.
- Breach response checklist — Step-by-step actions, including FTC notice for incidents affecting 500+ people.
Founding-member pricing
Simple, one-firm pricing
Founding members keep this price as long as they stay subscribed. Need hands-on help? Upgrade to a guided review or fully managed compliance anytime.