A technical plan that restores systems and data after an incident such as ransomware, hardware failure, or cloud outage.
A Disaster Recovery Plan (DRP) is the technical subset of business continuity focused on restoring IT systems and data after an incident. It defines what gets backed up, where backups are stored, how frequently they run, who can initiate a restore, and how long a full recovery should take. For a CPA firm, the DRP covers tax software, the document management system, email, file storage, the practice management system, and the websites or portals clients use.
Ransomware is the most likely DRP test you will ever run. Firms with current, tested, offline backups can recover without paying. Firms without them face the choice of paying or losing data. The DRP also matters for routine failures: a cloud provider outage, a corrupted database, an accidentally deleted client folder. Document the plan, test the restore quarterly.
The Governance Roadmap module handles this for your firm, personalized to your software, team size, and state requirements.
See plans and pricingA documented plan for keeping the firm operating through disruptions such as outages, natural disasters, or extended staff absences.
The combination of regular data backups and tested restoration procedures that protect against data loss from any cause.
A documented set of procedures your firm follows when a data breach or security incident occurs.
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