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See where your firm stands on tax compliance
Evaluate your firm against IRS Publication 4557 and the FTC Safeguards Rule. Four minutes, personalized result.
12 questions, about four minutes.
Evaluate your firm against IRS Publication 4557 and the FTC Safeguards Rule. Four minutes, personalized result.
12 questions, about four minutes.
Twelve questions across the four areas regulators and cyber insurance underwriters care about most.
Where your client data lives, how it's encrypted, backed up, and how reliable your provider has been.
3 questions
How the laptops, desktops, and phones that touch client data are protected.
3 questions
Your Written Information Security Plan and the policies that back it up.
4 questions
How well your staff know what to watch for and whether you measure it.
2 questions
What you'll walk away with
Our compliance team can walk through the gaps with you and map the fastest path to closing them.
IRS Publication 4557 · FTC Safeguards Rule · Cyber insurance prep