For tax and accounting offices covered by the FTC Safeguards Rule. We set up the protections, keep them working, and give you the paperwork that shows it.
We install a read-only monitoring agent on your office PCs remotely. It checks settings. It never opens client files or tax returns.
Security settings, updates, antivirus, firewall, sign-in rules and known software weaknesses. Nothing changes on your PCs.
A one-page score with a plain-English list of what passes and what needs fixing, plus a draft of your written security plan (WISP).
You decide afterwards whether you want us to fix anything. The report and draft plan are yours to keep either way.
$99 / month
$199 / month
Everything in Essentials, plus:
$299 / month
Everything in Protected, plus:
No changes are made to your PCs without your written OK. No changes during tax season (January–April) unless you ask.
Since June 2023 the FTC Safeguards Rule (16 CFR Part 314) requires paid tax preparers to keep a written security program with specific protections.
IRS Publication 5708 explains the written security plan, and the PTIN renewal asks preparers to confirm they know they need one.
After a data breach, the IRS can look at how client data was protected. A current plan and monthly evidence answer that question.
Cyber insurance forms ask about backups, two-step sign-in (2FA) and patching. Our reports give you the answers on paper.