Plain-language definitions of the FTC, IRS, and cybersecurity terms every CPA firm needs to understand. No jargon, no legalese.
A structured list of all security controls your firm should have in place, mapped to regulatory requirements, with testing status and evidence.
Meeting the documented security requirements that cyber insurance carriers mandate as a condition of coverage and claims payment.
The legal requirement to notify affected individuals, regulators, and sometimes law enforcement when personal data is exposed in a security incident.
A comprehensive record of all systems, applications, and locations where your firm stores, processes, or transmits client data.
A federal regulation requiring financial institutions, including tax preparers, to develop and maintain a comprehensive information security program.
A documented set of procedures your firm follows when a data breach or security incident occurs.
IRS guidelines outlining data security requirements and best practices for tax professionals handling taxpayer information.
The person designated to oversee and be accountable for your firm's information security program, as required by the FTC Safeguards Rule.
A systematic process of identifying threats to your firm's data and evaluating the effectiveness of your security controls.
A documented set of policies and procedures describing how your firm protects sensitive client data.
Plans starting at $99/mo · Billed annually
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