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The IRS and FTC Security RulesThat Apply to Your Firm
Understand what's required. See how Verito handles it for you.
Understand what's required. See how Verito handles it for you.
These aren't suggestions. They're federal requirements with real consequences.
Written Information Security Plan (WISP)
PTIN revocation — you cannot file electronically
Comprehensive security program with designated coordinator
Fines starting at $50,000 per violation
Financial data privacy protections
Civil and criminal penalties
A Written Information Security Plan (WISP) documents how your firm protects client data. It covers everything from password policies to incident response procedures.
Audit-ready in 5 business days
The FTC Safeguards Rule applies to anyone handling consumer financial data.
Someone must be responsible for your security program
Annual evaluation of security risks
Limit who can access client data
Protect data in transit and at rest
Required for all system access
Regular security awareness training
Documented breach procedures
Ensure third parties are secure
All requirements covered by Verito.
See How We Cover Each RequirementYou can piece together compliance yourself. Or let us handle it.
Your data is more secure on VeritSpace than in your own office. We maintain the highest security standards and compliance certifications.
256-bit encryption, multi-factor authentication, and 24/7 monitoring
SOC 2 Type II, SSAE 16, HIPAA, PCI DSS, and ISO 27001 certified
100% uptime guarantee with biometric access and redundant systems
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