Incident Response Plan Template for Tax and Accounting Firms
A signature-ready Incident Response Plan written for tax and accounting firms. Aligns with FTC Safeguards Rule (16 CFR 314.4(h)) and IRS Publication 4557. Customize, sign, file with your WISP.
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IR Plan
Scope, roles, severity classification, containment, investigation, notification, recovery, and post-incident review. Useable at 2 a.m.
Incident Report Form
The template your Data Security Coordinator fills in during a live event. Every step documented in real time.
Quick-Reference Card
One page your staff can follow when something goes wrong. Notification paths, IRS and state AG contacts, client language included.
"I appreciate Verito's straightforward setup process, as it was super easy without any issues, which allowed me to get started quickly and efficiently."
The Best IR Plan Is One You Never Use
Verito's security stack stops most incidents before they start. Threat monitoring, encrypted backups, and a team that responds in under 60 seconds.
- 24/7 threat monitoring on every device in your firm
- Encrypted backups that restore automatically after an incident
- Sub-60-second support response when something does happen
- FTC Safeguards Rule compliance maintained year-round
Questions About Incident Response?
Our team works with tax firms on FTC Safeguards Rule compliance and breach response.
FTC Safeguards Rule (16 CFR 314.4(h)) Aligned • IRS Pub 4557 Compliant • No Obligation