When tax season hits, “good enough” backups fail.
Accounting firms juggle client PII, QuickBooks files, workpapers, and email across laptops, servers, and cloud apps, while the FTC Safeguards Rule, IRS Publication 4557, and state privacy laws raise the bar on resilience and proof. This quiz benchmarks your backup and disaster recovery maturity across RTO/RPO, DR testing, endpoint coverage, monitoring, reporting, and compliance.
In 5 minutes you’ll see exactly where your controls are strong, where the gaps will cost you downtime (and billables), and what it takes to operate like a firm that can restore fast at 2 a.m., in April, without panic.
How it works: Answer the questions below. Each one maps to a capability that reduces risk for CPA and bookkeeping teams—redundant storage, immutable copies, 24/7 response, audit-ready reporting, and a WISP that’s actually enforced. Your final score will tell you whether you’re baseline, mid-maturity, or enterprise-grade ready for peak season.
