Accounting
Protect client financial data
Meet the FTC Safeguards Rule and protect the sensitive data your clients trust you with.
What good looks like
Built for accounting
FTC Safeguards Rule compliance
The written program, risk assessment, and qualified-individual designation the Rule requires — sized for a firm, not a bank.
Client data protection
Returns, statements, and everything a client trusts you with: encrypted, access-controlled, and retained on purpose instead of forever.
Email and wire-fraud defenses
Tax season is phishing season. Hardened email, verification procedures for payment changes, and training that sticks past the quiz.
Vendor risk management
Tax software, portals, and outsourced processors handle your clients' data too — documented oversight that satisfies the Rule and your engagement letters.
Relevant programs for accounting
Let's protect what your clients trust you with.
A short call is enough to map your risk and the fastest path to reducing it.
Explore
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