Cybersecurity solutions built for tax professionals
The IRS mandates that every tax preparer protect client data with documented security controls. We provide the complete stack of solutions you need, from compliance documentation to active threat defense, so you can meet every requirement without becoming a security expert yourself.
The urgency is real
End-to-end security for your tax practice
Each solution is purpose-built for tax professionals and designed to satisfy IRS Publication 4557, the FTC Safeguards Rule, and state-level data protection requirements.
WISP Creation & Management
Get a professionally written, IRS-compliant Written Information Security Plan customized for your practice. We build your WISP from the ground up covering all nine required sections of IRS Publication 4557, then manage annual reviews and updates so you never fall out of compliance.
Endpoint Detection & Response (EDR/MDR)
Tax practices are prime targets for ransomware and data exfiltration. Our managed detection and response service deploys enterprise-grade endpoint protection across every workstation and server in your office, with continuous automated monitoring for threats in real time.
Continuous Security Monitoring
Our monitoring tools continuously watch your network, endpoints, email traffic, and cloud applications for threats. When an anomaly is detected, our team investigates and responds before it becomes a breach.
Security Awareness Training
Human error causes over 90% of data breaches in tax practices. Our training program educates your staff on phishing recognition, social engineering tactics, password hygiene, and secure data handling procedures. Includes simulated phishing campaigns to test readiness.
Compliance Consulting
Navigating IRS Publication 4557, the FTC Safeguards Rule, and state-level data protection regulations can be overwhelming. Our compliance consultants assess your current security posture, identify gaps, build a remediation roadmap, and guide you through implementation.
Incident Response Planning
If a breach occurs, the clock starts ticking immediately. Having a documented incident response plan is not just an IRS requirement; it determines whether your practice survives the event. We build your plan, train your team on it, and stand ready to execute it alongside you.
Built specifically for tax practices
Generic IT providers do not understand IRS compliance requirements. We specialize in cybersecurity for tax professionals and financial services firms.
Deep expertise in IRS Publication 4557 and FTC Safeguards Rule
Solutions scaled for solo practitioners through large firms
Managed services so you never worry about security again
Flat monthly pricing with no hidden costs or per-incident fees
Rapid deployment with minimal disruption to your workflow
Dedicated account manager who understands tax industry risks
From requirement to defensible practice
Turn IRS and FTC expectations into a WISP your office can follow
A useful compliance path makes the obligation clear, identifies the evidence to retain, and connects written policy to the safeguards used every day.
- Know what applies
- Document the evidence
- Make the safeguard operational
A defensible path
- 01
Confirm the requirement
Separate what is required from recommendations and vendor language.
- 02
Map it to your environment
Connect the rule to people, devices, data, vendors, and current procedures.
- 03
Close and document the gaps
Prioritize changes and keep evidence that the process is being followed.
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Keep exploring Tax security & WISP
Understand what tax professionals need to document, protect, and prepare before an IRS or FTC review.
- Common question: free WISP templateStart with a written information security planUse a practical WISP framework built around the safeguards tax practices need.
- Common question: IRS Publication 4557 requirementsRead the Publication 4557 guideSee how the IRS expects tax professionals to safeguard taxpayer data.
- Common question: IRS WISP requirementsReview the WISP requirementsWork through the required sections and the evidence your practice should retain.
- Common question: FTC Safeguards Rule checklistUse the FTC Safeguards checklistTranslate the rule into a clear list of security and documentation tasks.
- Common question: tax practice incident response planPrepare a tax-office incident planKnow who to contact, what to preserve, and how to respond to a client-data incident.