FTC & IRS Requirements
Tax Professionals: The IRS & FTC Require You to Protect Client Data
The FTC Safeguards Rule mandates that all tax professionals have a Written Information Security Plan (WISP)—but compliance is more than just paperwork. Without real cybersecurity protections, your firm is still at risk.
Most Tax Firms Are NOT Fully Compliant And Hackers Know It.
80% of tax firms are not fully compliant with new FTC requirements.
Cybercriminals target small CPA firms for financial data breaches.
The average cost of a data breach in the U.S. is $9.36 million—even small firms aren't safe.
FTC & IRS fines can reach $100,000 per violation, with daily penalties of up to $43,000.
Your WISP means nothing if your firm's data isn't actually secure.
Security That Goes Beyond Compliance—We Protect Your Firm from the Inside Out.
Cybersecurity Risk Assessments
Identify weak points before hackers do.
Secure Cloud & Data Storage
Protect sensitive client & financial data.
Multi-Factor Authentication Setup
Prevent unauthorized access.
Network Security & Firewalls
Stop cyber threats before they reach your systems with the help of our trusted partners.
Ongoing Cybersecurity Monitoring
Compliance isn't one-time; we keep you protected with the help of our trusted partners.
Need a WISP Compliance Plan?
We partner with CastroLand Legal to provide fully compliant, attorney-backed WISPs for tax professionals.
Frequently Asked Questions
Yes! Cybercriminals specifically target small firms because they often lack proper security measures. Plus, FTC compliance isn't optional—it's a legal requirement.
A WISP is only part of the solution—you also need real security protections in place. Compliance means implementing a security plan, not just writing one.
Our cybersecurity solutions are affordable and scalable for firms of all sizes. Start with a free security audit to see exactly what your firm needs.
You can download a template—but a generic template won't make your firm compliant. The FTC Safeguards Rule and IRS requirements demand customized security measures tailored to your firm's operations, data handling, and risks. A one-size-fits-all document won't protect you from fines, audits, or cyber threats.
Ready to Secure Your Tax Firm?
Don't wait until the IRS, FTC, or a hacker forces you to take action. Let's get your firm fully compliant & cyber-secure today.