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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
Hosted in data centers certified for SOC 2 Type II, SSAE 16, HIPAA, PCI DSS, and ISO 27001
100% uptime with biometric access and redundant systems
Looking for modern tax preparation with enterprise security?
Explore Filed AI-powered tax prepVerito prioritizes your data security through:
Tax software hosting allows authorized users to access cloud-hosted tax software from anywhere, anytime. Verito's solution centralizes crucial data, enhancing team collaboration and streamlining tax preparation processes.
Our state-of-the-art data centers are strategically placed in tier 4 locations:
This ensures the highest uptime and performance for your hosted applications.
We understand the critical nature of your financial data. That's why we perform:
This robust backup strategy is a key advantage of our dedicated private server hosting.
Verito can host virtually any Windows desktop-based software, provided you have valid licenses. This includes all major tax and accounting applications such as:
Important Note: While Verito supports nearly all Windows desktop-based tax and accounting software, ATX is currently the only exception and cannot be hosted on our platform.Not sure about a specific application? Just ask – if it's Windows-based and you have a license, we can almost certainly host it for you!
24/7 support for everything, not just security issues. Software problems, network outages, printer jams. Real people answer in under 5 minutes. No phone trees. No ticket systems. Just help when you need it.
Yes, Verito aligns with all key regulations for tax and accounting firms:
We actively monitor regulatory changes to ensure our platform and procedures keep your firm compliant with evolving IRS and FTC mandates, reducing your risk of penalties or fines.
Yes. VeritShield WISP provides comprehensive documentation and support, making your firm audit-ready:
The VeritShield WISP service ensures you have all the necessary, current documentation and expert guidance to satisfy regulators and pass security reviews without disruption.